Concord Wealth Partners - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FMAT and the CUSIP is 316092881. A total of 86 filers reported holding FIDELITY COVINGTON TRUST in Q3 2022. 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
Q3 2023$62,656
-5.3%
1,4180.0%0.01%
-7.1%
Q2 2023$66,182
+2.8%
1,418
+0.4%
0.01%
-22.2%
Q1 2023$64,365
+3.1%
1,412
-1.3%
0.02%
-5.3%
Q4 2022$62,438
-16.7%
1,430
-22.2%
0.02%
-9.5%
Q2 2022$75,000
-17.6%
1,838
+0.5%
0.02%
-12.5%
Q1 2022$91,000
+26.4%
1,828
+28.5%
0.02%
+33.3%
Q4 2021$72,0001,4230.02%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 156,679$6,923,6392.52%
SOUTHERN CAPITAL ADVISORS, LLC 18,828$831,9930.69%
Yoder Wealth Management, Inc. 14,078$622,1070.51%
Broadview Financial Management, LLC 9,864$435,9100.40%
Certified Advisory Corp 47,319$2,091,0310.38%
Trail Ridge Investment Advisors, LLC 10,432$460,9900.31%
SWEENEY & MICHEL, LLC 8,587$371,3700.20%
Beaumont Asset Management, L.L.C. 4,783$211,3450.17%
Exchange Capital Management, Inc. 20,190$892,1780.17%
Lido Advisors, LLC 474,023$20,947,0730.16%
View complete list of FIDELITY COVINGTON TRUST shareholders