Rockbridge Investment Management, LCC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FREL and the CUSIP is 316092857. A total of 173 filers reported holding FIDELITY COVINGTON TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q4 2021$37,000
+15.6%
1,052
-0.1%
0.01%0.0%
Q3 2021$32,0000.0%1,0530.0%0.01%0.0%
Q2 2021$32,000
+10.3%
1,0530.0%0.01%0.0%
Q1 2021$29,000
+11.5%
1,053
+3.7%
0.01%0.0%
Q4 2020$26,000
+18.2%
1,015
+6.2%
0.01%0.0%
Q3 2020$22,000
-37.1%
956
-35.6%
0.01%
-44.4%
Q2 2020$35,0001,4840.01%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
CITIZENS & NORTHERN CORP 683,278$15,544,5756.24%
Riverpoint Wealth Management Holdings, LLC 740,022$16,835,4845.55%
TRUEFG, LLC 481,993$10,965,3414.74%
Black Diamond Financial, LLC 314,340$7,151,2802.20%
Essential Planning, LLC. 120,320$2,746,9881.52%
Physician Wealth Advisors, Inc. 220,799$4,987,8411.28%
Blue Barn Wealth, LLC 85,039$1,934,6301.27%
Eagle Bay Advisors LLC 111,630$2,539,5781.18%
Schoolcraft Capital LLC 140,407$3,194,2570.90%
FORTE ASSET MANAGEMENT LLC 58,564$1,332,3210.90%
View complete list of FIDELITY COVINGTON TRUST shareholders