Geneos Wealth Management Inc. - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FIDU and the CUSIP is 316092709. A total of 2 filers reported holding FIDELITY COVINGTON TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$6,224
-4.8%
1150.0%0.00%
Q2 2023$6,540
+7.5%
1150.0%0.00%
Q1 2023$6,082
+4.3%
1150.0%0.00%
Q4 2022$5,832
+16.6%
1150.0%0.00%
Q3 2022$5,0000.0%1150.0%0.00%
Q2 2022$5,000
-28.6%
115
-20.7%
0.00%
Q1 2022$7,000
-94.5%
145
-93.6%
0.00%
-100.0%
Q4 2021$127,000
+0.8%
2,273
-5.4%
0.01%0.0%
Q3 2021$126,000
+1.6%
2,404
+5.0%
0.01%0.0%
Q2 2021$124,000
+1.6%
2,289
+1.0%
0.01%
+66.7%
Q1 2021$122,000
+4.3%
2,2660.0%0.00%
-40.0%
Q4 2020$117,000
+3.5%
2,266
-21.2%
0.01%
-16.7%
Q3 2020$113,000
+14.1%
2,8750.0%0.01%0.0%
Q2 2020$99,000
+15.1%
2,8750.0%0.01%0.0%
Q1 2020$86,000
-28.9%
2,8750.0%0.01%0.0%
Q4 2019$121,000
+6.1%
2,8750.0%0.01%
-14.3%
Q3 2019$114,0000.0%2,8750.0%0.01%0.0%
Q2 2019$114,000
+4.6%
2,8750.0%0.01%0.0%
Q1 2019$109,000
+87.9%
2,875
+58.4%
0.01%
+75.0%
Q4 2018$58,000
-19.4%
1,8150.0%0.00%
-20.0%
Q3 2018$72,000
+1340.0%
1,815
+1102.0%
0.01%
Q2 2018$5,000
+400.0%
151
+277.5%
0.00%
Q2 2017$1,0000.0%400.0%0.00%
Q1 2017$1,000400.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2023
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