Summit Place Financial Advisors, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FIDU and the CUSIP is 316092709. A total of 114 filers reported holding FIDELITY COVINGTON TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Summit Place Financial Advisors, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q2 2021$284,000
+3.3%
5,235
-0.9%
0.21%
-5.4%
Q1 2021$275,000
-12.1%
5,285
-20.6%
0.22%
-18.5%
Q4 2020$313,000
-21.4%
6,660
-32.8%
0.27%
-32.1%
Q3 2020$398,000
+10.6%
9,910
-1.1%
0.40%
-29.9%
Q2 2020$360,000
-2.7%
10,025
-17.5%
0.57%
-28.0%
Q1 2020$370,00012,1500.79%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2021
NameSharesValueWeighting ↓
Yoder Wealth Management, Inc. 60,493$3,273,8812.70%
PERSONAL CFO SOLUTIONS, LLC 94,839$5,132,7301.01%
Trail Ridge Investment Advisors, LLC 24,892$1,347,1550.92%
Full Sail Capital, LLC 170,395$9,221,7770.80%
Lifeworks Advisors, LLC 35,559$1,924,4640.75%
Armor Investment Advisors, LLC 20,091$1,087,3420.64%
EPG Wealth Management LLC 37,937$2,053,1620.62%
Lido Advisors, LLC 1,393,875$75,436,5320.57%
Stonebridge Financial Planning Group, LLC 13,838$748,9370.48%
Traynor Capital Management, Inc. 67,535$3,655,0110.46%
View complete list of FIDELITY COVINGTON TRUST shareholders