Global Retirement Partners, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FIDU and the CUSIP is 316092709. A total of 52 filers reported holding FIDELITY COVINGTON TRUST in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$47,944
-6.4%
899
-0.2%
0.00%
-33.3%
Q2 2023$51,240
-87.4%
901
-91.2%
0.00%
-95.5%
Q3 2019$408,000
-0.2%
10,232
-0.7%
0.07%
-14.1%
Q2 2019$409,000
+30.7%
10,299
+25.7%
0.08%
+2.6%
Q1 2019$313,000
-80.4%
8,196
-83.2%
0.08%
-81.4%
Q4 2018$1,596,000
-17.9%
48,720
+0.8%
0.41%
-7.1%
Q3 2018$1,943,000
+3.8%
48,326
-4.2%
0.44%
-7.2%
Q2 2018$1,871,000
+1.9%
50,453
+3.9%
0.47%
-6.5%
Q1 2018$1,837,000
+41.9%
48,555
+45.1%
0.51%
+42.1%
Q4 2017$1,295,000
+53.1%
33,462
+44.6%
0.36%
+1.7%
Q3 2017$846,000
+5.8%
23,148
+0.7%
0.35%
-6.9%
Q2 2017$800,000
+0.5%
22,988
-3.0%
0.38%
-15.5%
Q1 2017$796,00023,7110.44%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q2 2017
NameSharesValueWeighting ↓
Yoder Wealth Management, Inc. 60,493$3,273,8812.70%
PERSONAL CFO SOLUTIONS, LLC 94,839$5,132,7301.01%
Trail Ridge Investment Advisors, LLC 24,892$1,347,1550.92%
Full Sail Capital, LLC 170,395$9,221,7770.80%
Lifeworks Advisors, LLC 35,559$1,924,4640.75%
Armor Investment Advisors, LLC 20,091$1,087,3420.64%
EPG Wealth Management LLC 37,937$2,053,1620.62%
Lido Advisors, LLC 1,393,875$75,436,5320.57%
Stonebridge Financial Planning Group, LLC 13,838$748,9370.48%
Traynor Capital Management, Inc. 67,535$3,655,0110.46%
View complete list of FIDELITY COVINGTON TRUST shareholders