Robertson Stephens Wealth Management, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FSTA and the CUSIP is 316092303. A total of 117 filers reported holding FIDELITY COVINGTON TRUST in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$560,864
-6.3%
13,1720.0%0.04%
-9.5%
Q2 2023$598,272
-1.9%
13,172
-2.5%
0.04%
-10.6%
Q1 2023$609,886
+17.1%
13,508
+16.2%
0.05%
-7.8%
Q4 2022$520,871
+9.7%
11,624
-1.8%
0.05%
+2.0%
Q3 2022$475,000
-17.7%
11,839
-11.3%
0.05%
-7.4%
Q2 2022$577,000
-5.6%
13,3430.0%0.05%
+5.9%
Q1 2022$611,000
-1.8%
13,3430.0%0.05%
-1.9%
Q4 2021$622,000
+11.5%
13,343
-0.0%
0.05%
-17.5%
Q3 2021$558,000
-5.6%
13,345
-3.9%
0.06%
-11.3%
Q2 2021$591,000
+2.4%
13,8910.0%0.07%
-22.8%
Q1 2021$577,000
+5.3%
13,891
+3.0%
0.09%
-20.0%
Q4 2020$548,000
+6.6%
13,4880.0%0.12%
-8.7%
Q3 2020$514,00013,4880.13%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2020
NameSharesValueWeighting ↓
Beaumont Capital Management, LLC 238,350$10,825,8497.52%
Walker Financial Services, Inc. 129,742$5,892,8945.82%
Advocacy Wealth Management Services, LLC 765,628$34,774,8243.97%
Systelligence, LLC 120,547$5,475,2451.73%
PERSONAL CFO SOLUTIONS, LLC 155,001$7,040,1281.43%
VICUS CAPITAL 275,181$12,498,7061.30%
Crumly & Associates Inc. 54,317$2,467,0780.99%
Independent Order of Foresters 28,243$1,282,7970.88%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 48,218$2,190,0540.80%
Stonebridge Financial Planning Group, LLC 28,652$1,301,3510.79%
View complete list of FIDELITY COVINGTON TRUST shareholders