HighMark Wealth Management LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FDRR and the CUSIP is 316092832. A total of 86 filers reported holding FIDELITY COVINGTON TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q2 2024$1,286
+4.3%
27
+3.8%
0.00%0.0%
Q1 2024$1,233
+6.7%
260.0%0.00%0.0%
Q4 2023$1,156
+11.0%
260.0%0.00%0.0%
Q3 2023$1,041
-4.1%
260.0%0.00%0.0%
Q2 2023$1,085
+3.6%
260.0%0.00%0.0%
Q1 2023$1,047
+2.9%
260.0%0.00%0.0%
Q4 2022$1,017
+1.7%
26
+4.0%
0.00%0.0%
Q3 2022$1,0000.0%250.0%0.00%0.0%
Q2 2022$1,000250.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Geneva Partners, LLC 98,385$3,912,7812.60%
Ameritas Advisory Services, LLC 648,668$25,797,5431.29%
Beck Bode, LLC 87,358$3,474,2280.89%
Mascoma Wealth Management LLC 58,793$2,338,1990.73%
Stonebridge Financial Planning Group, LLC 18,805$747,8910.48%
PRIMORIS WEALTH ADVISORS, LLC 9,725$386,7530.47%
MWA Asset Management 10,243$407,3720.39%
Summit X, LLC 20,946$833,0230.26%
EP Wealth Advisors, LLC 342,319$13,614,0450.21%
Glass Jacobson Investment Advisors llc 9,351$371,8830.17%
View complete list of FIDELITY COVINGTON TRUST shareholders