Concord Wealth Partners - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FUTY and the CUSIP is 316092865. A total of 172 filers reported holding FIDELITY COVINGTON TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q2 2024$1,407
+3.7%
320.0%0.00%
Q1 2024$1,357
+3.7%
320.0%0.00%
Q4 2023$1,308
-45.2%
32
-49.2%
0.00%
-100.0%
Q3 2023$2,389
-28.5%
63
-20.3%
0.00%0.0%
Q2 2023$3,340
-9.3%
79
-6.0%
0.00%0.0%
Q1 2023$3,681
-77.8%
84
-76.9%
0.00%
-80.0%
Q4 2022$16,591
+314.8%
364
+333.3%
0.01%
+400.0%
Q2 2022$4,0000.0%840.0%0.00%0.0%
Q1 2022$4,000
-55.6%
84
-58.6%
0.00%
-50.0%
Q4 2021$9,000
+350.0%
203
+275.9%
0.00%
+100.0%
Q3 2021$2,000
-50.0%
54
-43.8%
0.00%0.0%
Q2 2021$4,000
-42.9%
96
-45.5%
0.00%
-50.0%
Q1 2021$7,000
+600.0%
176
+467.7%
0.00%
+100.0%
Q4 2020$1,000310.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
Fortis Advisors, LLC 58,099$2,554,0391.70%
MONUMENTAL FINANCIAL GROUP INC. 77,137$3,390,9431.48%
Q3 Asset Management 115,833$5,0921.16%
TRAPHAGEN INVESTMENT ADVISORS LLC 204,627$8,995,3900.98%
SMITH SHELLNUT WILSON LLC /ADV 45,578$2,003,5940.97%
Yoder Wealth Management, Inc. 34,145$1,501,0140.97%
Maltin Wealth Management, Inc. 38,681$1,700,4380.91%
Conrad Siegel Investment Advisors, Inc. 68,933$3,030,2930.88%
Cedar Wealth Management, LLC 40,118$1,763,5870.57%
Estate Counselors, LLC 101,640$4,468,0940.49%
View complete list of FIDELITY COVINGTON TRUST shareholders