LIBERTY WEALTH MANAGEMENT LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FHLC and the CUSIP is 316092600. A total of 139 filers reported holding FIDELITY COVINGTON TRUST in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2021$48,0000.0%7530.0%0.02%
-10.5%
Q2 2021$48,000
-20.0%
753
-25.7%
0.02%
-34.5%
Q1 2021$60,0000.0%1,0130.0%0.03%0.0%
Q4 2020$60,000
+13.2%
1,013
+0.1%
0.03%
-6.5%
Q3 2020$53,000
+6.0%
1,012
+0.1%
0.03%
-11.4%
Q2 2020$50,000
+16.3%
1,011
+0.1%
0.04%
-7.9%
Q1 2020$43,000
-14.0%
1,010
+0.1%
0.04%
-2.6%
Q4 2019$50,000
+354.5%
1,009
+295.7%
0.04%
+290.0%
Q3 2019$11,0000.0%255
+0.4%
0.01%0.0%
Q2 2019$11,0000.0%254
+0.4%
0.01%
+25.0%
Q1 2019$11,000
+10.0%
253
+1.2%
0.01%
+14.3%
Q4 2018$10,0002500.01%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2018
NameSharesValueWeighting ↓
Halpern Financial, Inc. 235,126$11,695,1599.11%
Full Sail Capital, LLC 431,510$22,042,0004.63%
Eagle Capital Management, LLC 149,782$7,450,0003.90%
KFA Private Wealth Group, LLC 76,431$3,802,0003.49%
RWA WEALTH PARTNERS, LLC 707,243$35,178,0003.49%
Demars Financial Group, LLC 64,407$3,204,0002.90%
SMITH SHELLNUT WILSON LLC /ADV 78,680$3,914,0002.61%
MIRSKY FINANCIAL MANAGEMENT CORP. 74,330$3,697,0002.40%
Karp Capital Management Corp 173,408$8,625,0002.27%
55I, LLC 105,361$5,241,0002.24%
View complete list of FIDELITY COVINGTON TRUST shareholders