Valley Brook Capital Group, Inc. - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FIDU and the CUSIP is 316092709. A total of 114 filers reported holding FIDELITY COVINGTON TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Valley Brook Capital Group, Inc. ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$245,464
+11.1%
4,536
+16.8%
0.24%
+19.1%
Q2 2023$220,956
+10.4%
3,885
+2.6%
0.20%
+10.3%
Q1 2023$200,189
+85.4%
3,785
+96.1%
0.18%
+88.8%
Q1 2021$108,000
+44.0%
1,930
+20.2%
0.10%
+32.4%
Q4 2020$75,0001,6050.07%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q2 2021
NameSharesValueWeighting ↓
Yoder Wealth Management, Inc. 60,493$3,273,8812.70%
PERSONAL CFO SOLUTIONS, LLC 94,839$5,132,7301.01%
Trail Ridge Investment Advisors, LLC 24,892$1,347,1550.92%
Full Sail Capital, LLC 170,395$9,221,7770.80%
Lifeworks Advisors, LLC 35,559$1,924,4640.75%
Armor Investment Advisors, LLC 20,091$1,087,3420.64%
EPG Wealth Management LLC 37,937$2,053,1620.62%
Lido Advisors, LLC 1,393,875$75,436,5320.57%
Stonebridge Financial Planning Group, LLC 13,838$748,9370.48%
Traynor Capital Management, Inc. 67,535$3,655,0110.46%
View complete list of FIDELITY COVINGTON TRUST shareholders