BEAM WEALTH ADVISORS, INC. - FIDELITY COVINGTON TRUST ownership

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FIDELITY COVINGTON TRUST's ticker is FUTY and the CUSIP is 316092865. A total of 145 filers reported holding FIDELITY COVINGTON TRUST in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
BEAM WEALTH ADVISORS, INC. ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$705,940
+23.8%
18,617
+38.1%
0.50%
+26.8%
Q2 2023$570,086
-7.7%
13,484
-4.3%
0.40%
-36.1%
Q1 2023$617,478
-4.4%
14,091
-0.6%
0.62%
-8.0%
Q4 2022$646,181
+9.3%
14,177
+1.3%
0.67%
+2.4%
Q3 2022$591,000
-5.0%
13,999
+1.6%
0.66%
-4.8%
Q2 2022$622,000
-15.0%
13,782
-9.8%
0.69%
-17.8%
Q1 2022$732,000
+3.1%
15,280
-0.3%
0.84%
+3.4%
Q4 2021$710,000
+17.0%
15,320
+3.9%
0.81%
+56.0%
Q3 2021$607,000
+9.2%
14,741
+8.8%
0.52%
+8.5%
Q2 2021$556,000
+2.8%
13,548
+4.0%
0.48%
-0.4%
Q1 2021$541,000
+6.5%
13,033
+4.1%
0.48%
+0.6%
Q4 2020$508,000
+9.7%
12,521
+2.6%
0.48%
+10.4%
Q3 2020$463,000
+5.7%
12,198
+2.8%
0.43%
-1.6%
Q2 2020$438,000
-4.4%
11,867
-6.9%
0.44%
-2.9%
Q1 2020$458,000
-64.0%
12,749
-57.6%
0.45%
-61.8%
Q4 2019$1,273,000–30,100–1.19%–
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Other shareholders
FIDELITY COVINGTON TRUST shareholders Q1 2021
NameSharesValueWeighting ↓
RATIONAL ADVISORS LLC 1,602,764$70,233,1195.73%
MONUMENTAL FINANCIAL GROUP INC. 129,148$5,6594.05%
Fortis Advisors, LLC 148,791$5,745,7523.75%
HANSEATIC MANAGEMENT SERVICES INC 36,026$1,5793.55%
Atlas Financial Advisors, Inc. 55,227$2,420,0473.27%
SMITH SHELLNUT WILSON LLC /ADV 100,595$4,408,0762.68%
FORTE ASSET MANAGEMENT LLC 61,738$2,705,3441.79%
Demars Financial Group, LLC 72,774$3,188,9501.76%
Conrad Siegel Investment Advisors, Inc. 40,875$1,791,1211.59%
Maltin Wealth Management, Inc. 42,859$1,878,0721.35%
View complete list of FIDELITY COVINGTON TRUST shareholders