IAM Advisory, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FTEC and the CUSIP is 316092808. A total of 343 filers reported holding FIDELITY COVINGTON TRUST in Q4 2021. The put-call ratio across all filers is 0.53 and the average weighting 0.3%.

Quarter-by-quarter ownership
IAM Advisory, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q2 2022$313,000
-21.4%
3,239
+0.2%
0.13%
-20.4%
Q1 2022$398,000
-3.6%
3,232
+0.7%
0.16%
-0.6%
Q4 2021$413,000
+4.6%
3,210
-2.5%
0.16%
-3.0%
Q3 2021$395,000
+8.5%
3,292
+0.3%
0.17%
+5.7%
Q1 2021$364,000
+3.1%
3,282
+0.2%
0.16%
-10.2%
Q4 2020$353,0003,2750.18%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
Full Sail Capital, LLC 753,505$72,713,0007.03%
Armor Investment Advisors, LLC 66,992$6,465,0004.19%
Lifeworks Advisors, LLC 61,714$5,955,0003.78%
Halpern Financial, Inc. 93,893$9,060,6363.53%
Madrona Financial Services, LLC 54,295$5,239,0003.07%
BEAM WEALTH ADVISORS, INC. 28,349$2,736,0003.04%
Financial Partners Group, Inc 125,160$12,078,0003.03%
FORTE ASSET MANAGEMENT LLC 39,786$3,839,0002.66%
Birchcreek Wealth Management, LLC 29,140$2,812,0002.52%
King Wealth Management Group 103,652$10,002,0002.39%
View complete list of FIDELITY COVINGTON TRUST shareholders