LIBERTY WEALTH MANAGEMENT LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FIDI and the CUSIP is 316092725. A total of 28 filers reported holding FIDELITY COVINGTON TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q1 2020$2,000
-33.3%
153
+2.0%
0.00%0.0%
Q4 2019$3,0000.0%150
+0.7%
0.00%
-33.3%
Q3 2019$3,000
-66.7%
149
-66.4%
0.00%
-62.5%
Q2 2019$9,0000.0%444
+1.4%
0.01%
+14.3%
Q1 2019$9,000
+12.5%
438
+1.4%
0.01%
+16.7%
Q4 2018$8,0004320.01%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Element Wealth, LLC 84,248$1,778,0001.43%
Sequent Asset Management, LLC 35,197$743,0000.44%
WealthTrust Axiom LLC 62,804$1,325,0000.41%
Benedetti & Gucer, Inc. 10,600$223,0000.15%
FOUNDERS FINANCIAL SECURITIES LLC 34,499$728,0000.13%
ADELL HARRIMAN & CARPENTER INC 20,000$422,200,0000.04%
J.W. COLE ADVISORS, INC. 19,375$409,0000.03%
Larson Financial Group LLC 6,443$136,0000.02%
OLD MISSION CAPITAL LLC 18,701$395,0000.01%
Kestra Advisory Services, LLC 36,242$765,0000.01%
View complete list of FIDELITY COVINGTON TRUST shareholders