Concord Wealth Partners - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FENY and the CUSIP is 316092402. A total of 145 filers reported holding FIDELITY COVINGTON TRUST in Q4 2021. The put-call ratio across all filers is 1.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q1 2023$1,759
-5.0%
780.0%0.00%
-100.0%
Q4 2022$1,851
+85.1%
78
+2.6%
0.00%
Q2 2022$1,000
-50.0%
76
+1.3%
0.00%
-100.0%
Q1 2022$2,000
+100.0%
750.0%0.00%
Q4 2021$1,000750.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 785,053$7,968,0007.10%
SMITH SHELLNUT WILSON LLC /ADV 149,545$1,518,0000.90%
FormulaFolio Investments, LLC 3,808,370$38,655,0000.81%
Prostatis Group LLC 88,210$895,3320.75%
Silverleafe Capital Partners, LLC 111,574$1,132,0000.51%
Maltin Wealth Management, Inc. 68,464$695,0000.49%
Bank of Marin 35,942$365,0000.31%
Cribstone Capital Management, LLC 39,253$398,0000.27%
Jacobi Capital Management LLC 148,223$1,504,0000.24%
Robertson Stephens Wealth Management, LLC 84,057$853,0000.18%
View complete list of FIDELITY COVINGTON TRUST shareholders