Live Oak Investment Partners - FIDELITY COVINGTON TRUST ownership

Quarter-by-quarter ownership
Live Oak Investment Partners ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$8,577
-2.5%
1740.0%0.01%0.0%
Q2 2023$8,795
+6.5%
1740.0%0.01%0.0%
Q1 2023$8,255
+6.9%
1740.0%0.01%0.0%
Q4 2022$7,7251740.01%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Blueprint Investment Partners LLC 232,059$12,130,0003.12%
Newfound Research LLC 41,094$2,148,0002.79%
Ahrens Investment Partners LLC 64,956$3,395,0001.07%
SMITH CHAS P & ASSOCIATES PA CPAS 264,519$13,826,0001.04%
KCS Wealth Advisory 33,339$1,743,0000.81%
Sunbelt Securities, Inc. 67,035$3,552,0000.65%
BMS Financial Advisors, LLC 19,144$1,001,0000.64%
LVZ, Inc. 63,644$3,327,0000.46%
Biondo Investment Advisors, LLC 22,769$1,190,0000.21%
Regal Wealth Group, Inc. 4,455$227,0000.14%
View complete list of FIDELITY COVINGTON TRUST shareholders