Concord Wealth Partners - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FUTY and the CUSIP is 316092865. A total of 174 filers reported holding FIDELITY COVINGTON TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q1 2024
NameSharesValueWeighting ↓
Beaumont Capital Management, LLC 145,900$6,991,0004.50%
SMITH SHELLNUT WILSON LLC /ADV 176,805$8,472,0004.43%
Fortis Advisors, LLC 117,533$4,730,0002.60%
Fragasso Financial Advisors Inc 408,493$19,575,0002.31%
Walker Financial Services, Inc. 47,695$2,285,5242.10%
Demars Financial Group, LLC 74,003$3,546,0001.78%
Conrad Siegel Investment Advisors, Inc. 36,687$1,758,0001.60%
MONUMENTAL FINANCIAL GROUP INC. 31,203$1,495,0001.24%
Maltin Wealth Management, Inc. 37,100$1,778,0001.18%
BEAM WEALTH ADVISORS, INC. 15,280$732,0000.84%
View complete list of FIDELITY COVINGTON TRUST shareholders