Copperleaf Capital, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FTEC and the CUSIP is 316092808. A total of 295 filers reported holding FIDELITY COVINGTON TRUST in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
Copperleaf Capital, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q2 2022$1,248,000
-20.1%
12,929
+1.9%
1.26%
-8.9%
Q1 2022$1,562,000
-4.1%
12,688
+5.4%
1.39%
-1.5%
Q4 2021$1,629,000
+15.0%
12,034
+0.7%
1.41%
+3.2%
Q3 2021$1,417,000
+40.3%
11,947
+39.4%
1.36%
+37.9%
Q2 2021$1,010,000
+10.5%
8,571
-0.8%
0.99%
+1.4%
Q1 2021$914,000
-34.6%
8,639
-35.4%
0.98%
-18.3%
Q4 2020$1,398,000
+348.1%
13,372
+295.0%
1.19%
+298.0%
Q3 2020$312,000
+50.7%
3,385
+34.3%
0.30%
+39.5%
Q2 2020$207,0002,5210.22%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
Halpern Financial, Inc. 179,058$18,955,0859.17%
Full Sail Capital, LLC 634,068$69,627,0006.94%
Armor Investment Advisors, LLC 72,967$7,724,0005.02%
Financial Partners Group, Inc 122,798$12,999,0003.69%
Madrona Financial Services, LLC 62,592$6,626,0003.40%
King Wealth Management Group 130,300$13,794,0003.10%
Stone House Investment Management, LLC 50,147$5,241,0002.64%
Fulcrum Equity Management 58,839$6,229,0002.46%
VIVID FINANCIAL MANAGEMENT, INC. 47,852$5,066,0002.33%
CLIENT 1ST ADVISORY GROUP, LLC 38,332$4,058,0002.32%
View complete list of FIDELITY COVINGTON TRUST shareholders