FIDELITY COVINGTON TRUST's ticker is FVAL and the CUSIP is 316092782. A total of 74 filers reported holding FIDELITY COVINGTON TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $251,610 | +65594.5% | 5,124 | -39.1% | 0.00% | -50.0% |
| Q1 2023 | $383 | +125.3% | 8,412 | +115.4% | 0.00% | +100.0% |
| Q4 2022 | $170 | -99.9% | 3,906 | +2.1% | 0.00% | 0.0% |
| Q3 2022 | $152,000 | +22.6% | 3,825 | +31.0% | 0.00% | 0.0% |
| Q2 2022 | $124,000 | +327.6% | 2,919 | +379.3% | 0.00% | – |
| Q1 2022 | $29,000 | -78.2% | 609 | -76.4% | 0.00% | -100.0% |
| Q4 2021 | $133,000 | +1109.1% | 2,578 | +1016.0% | 0.00% | – |
| Q3 2021 | $11,000 | +22.2% | 231 | -2.9% | 0.00% | – |
| Q4 2020 | $9,000 | – | 238 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 553,756 | $25,339,892 | 16.52% |
| Halpern Financial, Inc. | 197,034 | $9,016,294 | 3.24% |
| PRIMORIS WEALTH ADVISORS, LLC | 29,837 | $1,365,342 | 1.68% |
| Bouvel Investment Partners, LLC | 45,791 | $2,095,396 | 1.22% |
| BMS Financial Advisors, LLC | 38,109 | $1,743,868 | 1.20% |
| CONDOR CAPITAL MANAGEMENT | 81,527 | $3,730,675 | 0.47% |
| Patriot Financial Group Insurance Agency, LLC | 42,140 | $1,928,326 | 0.39% |
| ALTFEST L J & CO INC | 52,930 | $2,422 | 0.38% |
| Americana Partners, LLC | 50,379 | $2,305,343 | 0.36% |
| Samalin Investment Counsel, LLC | 12,935 | $591,893 | 0.36% |