FIDELITY COVINGTON TRUST's ticker is FVAL and the CUSIP is 316092782. A total of 57 filers reported holding FIDELITY COVINGTON TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $203,470 | -24.9% | 4,144 | -38.8% | 0.02% | -40.6% |
Q3 2022 | $271,000 | -6.9% | 6,772 | 0.0% | 0.03% | -11.1% |
Q2 2022 | $291,000 | -15.4% | 6,772 | 0.0% | 0.04% | -10.0% |
Q1 2022 | $344,000 | +59.3% | 6,772 | +63.4% | 0.04% | +48.1% |
Q4 2021 | $216,000 | -33.5% | 4,144 | -38.8% | 0.03% | -47.1% |
Q2 2021 | $325,000 | – | 6,772 | – | 0.05% | – |
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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% |