Accel Wealth Management - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FUTY and the CUSIP is 316092865. A total of 3 filers reported holding FIDELITY COVINGTON TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Accel Wealth Management ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$360,558
-10.7%
9,508
-0.4%
0.20%
-9.5%
Q2 2023$403,754
-5.6%
9,550
-2.2%
0.22%
+26.9%
Q1 2023$427,881
-4.9%
9,765
-1.0%
0.18%
-18.6%
Q4 2022$449,750
+2.9%
9,867
+0.4%
0.22%
-7.7%
Q3 2022$437,000
-0.7%
9,830
+0.4%
0.23%
-7.9%
Q2 2022$440,000
-5.4%
9,789
+2.3%
0.25%
+5.4%
Q1 2022$465,000
+5.2%
9,573
+0.4%
0.24%
+10.6%
Q4 2021$442,000
+301.8%
9,534
+255.3%
0.22%
+205.6%
Q3 2021$110,000
-71.6%
2,683
-71.6%
0.07%
-72.4%
Q2 2021$388,0000.0%9,456
+1.0%
0.26%
-18.2%
Q1 2021$388,000
+5.7%
9,360
+3.6%
0.31%
-8.2%
Q4 2020$367,0009,0320.34%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
STABLEFORD CAPITAL II LLC 120,796$5,133,0004.82%
SMITH SHELLNUT WILSON LLC /ADV 108,106$4,593,0003.40%
MIRSKY FINANCIAL MANAGEMENT CORP. 109,364$4,647,0003.34%
Karp Capital Management Corp 212,361$9,023,0002.63%
Estate Counselors, LLC 333,570$14,173,0002.18%
Beaumont Financial Partners, LLC 480,679$20,424,0002.04%
Newfound Research LLC 46,906$1,993,0001.75%
Mascoma Wealth Management LLC 37,307$1,585,0001.00%
MKD WEALTH COACHES, LLC 19,932$847,0000.88%
Full Sail Capital, LLC 82,011$3,352,0000.80%
View complete list of FIDELITY COVINGTON TRUST shareholders