Waypoint Wealth Partners Inc. - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FTEC and the CUSIP is 316092808. A total of 314 filers reported holding FIDELITY COVINGTON TRUST in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
Waypoint Wealth Partners Inc. ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q1 2023$1,108,734
+20.6%
9,7300.0%0.40%
+9.1%
Q4 2022$919,582
+3.9%
9,7300.0%0.36%
-2.9%
Q3 2022$885,000
-5.8%
9,7300.0%0.37%
+3.6%
Q2 2022$939,000
-21.6%
9,7300.0%0.36%
-17.8%
Q1 2022$1,198,000
-9.0%
9,7300.0%0.44%
-2.9%
Q4 2021$1,317,000
+14.1%
9,7300.0%0.45%
+4.4%
Q3 2021$1,154,000
+0.7%
9,7300.0%0.43%
-2.7%
Q2 2021$1,146,000
+11.3%
9,7300.0%0.44%
-40.8%
Q1 2021$1,030,0009,7300.75%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
Full Sail Capital, LLC 711,274$87,544,0007.31%
BEAM WEALTH ADVISORS, INC. 36,993$4,553,0005.23%
Lifeworks Advisors, LLC 59,067$7,270,0004.80%
Armor Investment Advisors, LLC 66,700$8,209,0004.64%
Beaumont Capital Management, LLC 56,878$7,001,0004.51%
Halpern Financial, Inc. 91,697$11,286,0944.16%
Financial Partners Group, Inc 125,130$15,401,0003.33%
Madrona Financial Services, LLC 54,022$6,441,0003.16%
King Wealth Management Group 118,388$14,571,0002.86%
Birchcreek Wealth Management, LLC 24,587$3,026,0002.68%
View complete list of FIDELITY COVINGTON TRUST shareholders