FIDELITY COVINGTON TRUST's ticker is FVAL and the CUSIP is 316092782. A total of 81 filers reported holding FIDELITY COVINGTON TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,810 | -30.1% | 153 | -30.8% | 0.00% | – |
| Q1 2024 | $12,608 | -85.8% | 221 | -84.2% | 0.00% | – |
| Q2 2023 | $88,494 | -40.7% | 1,402 | -57.0% | 0.00% | -100.0% |
| Q1 2023 | $149,315 | +1.3% | 3,263 | -3.0% | 0.00% | 0.0% |
| Q4 2022 | $147,468 | +56.9% | 3,363 | +42.9% | 0.00% | 0.0% |
| Q3 2022 | $94,000 | +487.5% | 2,354 | +529.4% | 0.00% | – |
| Q2 2022 | $16,000 | – | 374 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 679,681 | $32,522,751 | 19.24% |
| Prism Advisors, Inc. | 448,204 | $21,446,561 | 7.51% |
| Custos Family Office, LLC | 193,052 | $9,237,520 | 6.22% |
| Halpern Financial, Inc. | 192,979 | $9,234,064 | 3.19% |
| Forbes Financial Planning, Inc. | 58,767 | $2,812,019 | 3.01% |
| PRIMORIS WEALTH ADVISORS, LLC | 28,448 | $1,361,206 | 1.64% |
| Bouvel Investment Partners, LLC | 50,619 | $2,422,119 | 1.31% |
| Samalin Investment Counsel, LLC | 21,166 | $1,012,781 | 0.58% |
| CONDOR CAPITAL MANAGEMENT | 83,488 | $3,994,921 | 0.49% |
| Patriot Financial Group Insurance Agency, LLC | 43,219 | $2,068,029 | 0.43% |