HighMark Wealth Management 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
HighMark Wealth Management LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$30,733
-5.9%
2500.0%0.02%0.0%
Q2 2023$32,660
+14.6%
2500.0%0.02%
+13.6%
Q1 2023$28,488
+20.6%
2500.0%0.02%
+22.2%
Q4 2022$23,628
+2.7%
2500.0%0.02%
-10.0%
Q3 2022$23,0002500.02%
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