Lineweaver Wealth Advisors, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FTEC and the CUSIP is 316092808. A total of 5 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
Lineweaver Wealth Advisors, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$254,724
-29.6%
2,070
-25.3%
0.07%
-28.2%
Q2 2023$362,012
+15.4%
2,771
+0.7%
0.10%
+7.3%
Q1 2023$313,576
+19.8%
2,751
-0.7%
0.10%
+21.5%
Q4 2022$261,748
-3.4%
2,770
-7.3%
0.08%
-10.2%
Q3 2022$271,000
-7.8%
2,989
-1.9%
0.09%
-9.3%
Q2 2022$294,000
-35.5%
3,047
-17.9%
0.10%
-25.4%
Q1 2022$456,000
-9.2%
3,712
-0.0%
0.13%
-10.3%
Q4 2021$502,000
+12.6%
3,713
-1.2%
0.14%
+6.6%
Q3 2021$446,000
-9.3%
3,760
-10.0%
0.14%
-15.5%
Q2 2021$492,000
-91.8%
4,177
-92.6%
0.16%
-92.4%
Q1 2021$5,999,000
+6.0%
56,669
+4.7%
2.13%
-4.1%
Q4 2020$5,659,000
+5.8%
54,148
-6.8%
2.22%
-7.1%
Q3 2020$5,348,000
+11.3%
58,101
-0.6%
2.39%
-2.2%
Q2 2020$4,806,000
+25.4%
58,450
-4.1%
2.44%
+1.5%
Q1 2020$3,832,000
-36.0%
60,956
-26.3%
2.41%
-28.8%
Q4 2019$5,990,00082,6643.38%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Full Sail Capital, LLC 634,360$77,981,8156.77%
Portfolio Strategies, Inc. 247,795$30,460,7245.87%
NorthLanding Financial Partners, LLC 36,804$4,524,3455.80%
Armor Investment Advisors, LLC 64,305$7,904,9634.69%
Halpern Financial, Inc. 97,535$11,989,9784.14%
Kraft, Davis & Associates, LLC 77,430$9,407,2113.54%
AVAII WEALTH MANAGEMENT, LLC 36,407$4,475,5503.39%
Financial Partners Group, Inc 112,171$14,504,7822.99%
Yoder Wealth Management, Inc. 26,306$3,233,7972.67%
SOUTHERN CAPITAL ADVISORS, LLC 23,701$2,913,5772.42%
View complete list of FIDELITY COVINGTON TRUST shareholders