Soltis Investment Advisors LLC - FIDELITY COVINGTON TRUST ownership

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FIDELITY COVINGTON TRUST's ticker is FDVV and the CUSIP is 316092840. A total of 132 filers reported holding FIDELITY COVINGTON TRUST in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.

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Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$595,077
-2.6%
15,420
+0.3%
0.08%
+8.5%
Q2 2023$611,255
+4.7%
15,381
+0.3%
0.07%
-4.1%
Q1 2023$583,948
+2.5%
15,335
+0.4%
0.07%
-1.3%
Q4 2022$569,463
+13.2%
15,267
+0.2%
0.08%
-1.3%
Q3 2022$503,000
-7.9%
15,242
+0.3%
0.08%
-3.8%
Q2 2022$546,000
-13.3%
15,190
+0.3%
0.08%
-10.2%
Q1 2022$630,000
+3.6%
15,139
+0.3%
0.09%
+2.3%
Q4 2021$608,000
+9.0%
15,099
+0.2%
0.09%0.0%
Q3 2021$558,000
-1.6%
15,074
+0.3%
0.09%
-4.4%
Q2 2021$567,000
+6.4%
15,031
+0.2%
0.09%
-7.2%
Q1 2021$533,000
+11.0%
14,997
+0.2%
0.10%
+9.0%
Q4 2020$480,000
+12.7%
14,960
-2.6%
0.09%
-11.0%
Q3 2020$426,000
+5.4%
15,365
+3.0%
0.10%
-4.8%
Q2 2020$404,000
+32.5%
14,924
+12.2%
0.10%
+10.5%
Q1 2020$305,000
-29.1%
13,299
+0.5%
0.10%
+14.5%
Q4 2019$430,000–13,237–0.08%–
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Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
CHILDRESS CAPITAL ADVISORS, LLC 689,732$26,616,7588.72%
Marmo Financial Group, LLC 88,000$3,395,9393.22%
McIlrath & Eck, LLC 357,126$13,781,5062.77%
Mascoma Wealth Management LLC 214,606$8,281,6632.59%
Lineweaver Wealth Advisors, LLC 155,114$5,985,6411.74%
PRIMORIS WEALTH ADVISORS, LLC 35,807$1,381,7761.67%
Investmark Advisory Group LLC 63,092$2,434,7181.65%
Slagle Financial, LLC 43,762$1,688,7541.04%
Octavia Wealth Advisors, LLC 127,727$4,928,9921.00%
McGlone Suttner Wealth Management, Inc. 99,983$3,858,3960.89%
View complete list of FIDELITY COVINGTON TRUST shareholders