Valeo Financial Advisors, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FNCL and the CUSIP is 316092501. A total of 171 filers reported holding FIDELITY COVINGTON TRUST in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.1%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$234,197
+2029.1%
5,030
+2135.6%
0.01%
+1000.0%
Q1 2021$11,000
+22.2%
2250.0%0.00%
Q4 2020$9,000
+12.5%
2250.0%0.00%
-100.0%
Q3 2020$8,000
-94.0%
225
-94.4%
0.00%
-91.7%
Q2 2020$133,000
+0.8%
4,0050.0%0.01%
-14.3%
Q1 2020$132,000
-25.8%
4,0050.0%0.01%
-17.6%
Q4 2019$178,000
+15.6%
4,005
+6.0%
0.02%0.0%
Q3 2019$154,000
-1.3%
3,780
-2.6%
0.02%
-5.6%
Q2 2019$156,000
+6.8%
3,8800.0%0.02%0.0%
Q1 2019$146,000
+9.0%
3,8800.0%0.02%
-5.3%
Q4 2018$134,000
-9.5%
3,8800.0%0.02%
-5.0%
Q3 2018$148,000
+3600.0%
3,880
+3780.0%
0.02%
+1900.0%
Q2 2018$4,0000.0%1000.0%0.00%0.0%
Q1 2018$4,0001000.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Bouvel Investment Partners, LLC 80,582$4,326,0002.44%
Full Sail Capital, LLC 509,334$27,346,0002.39%
Stone House Investment Management, LLC 112,033$5,866,0002.29%
USAdvisors Wealth Management, LLC 85,811$4,607,0002.00%
Birchcreek Wealth Management, LLC 37,733$2,026,0001.89%
Freedom Investment Management, Inc. 411,092$22,072,0001.69%
Maltin Wealth Management, Inc. 39,986$2,147,0001.32%
Cribstone Capital Management, LLC 41,056$2,204,0001.31%
Destiny Wealth Partners, LLC 115,758$6,215,0001.25%
ERn Financial, LLC 89,942$4,829,0001.24%
View complete list of FIDELITY COVINGTON TRUST shareholders