Connectus Wealth, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FREL and the CUSIP is 316092857. A total of 195 filers reported holding FIDELITY COVINGTON TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Connectus Wealth, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q1 2023$615,406
+29.6%
24,661
+24.3%
0.02%
+50.0%
Q3 2022$475,000
-47.2%
19,834
-40.0%
0.01%
-52.4%
Q2 2022$899,000
-44.0%
33,067
-28.5%
0.02%
-58.8%
Q1 2022$1,606,00046,2650.05%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
FormulaFolio Investments, LLC 2,446,159$59,931,0008.89%
Beaumont Financial Partners, LLC 398,384$9,760,0001.54%
STERLING INVESTMENT ADVISORS LLC /ADV 53,684$1,315,0001.34%
Allegis Investment Advisors, LLC 130,528$3,198,0001.24%
Pure Financial Advisors, LLC 125,904$3,085,0000.99%
Shamrock Asset Management LLC 60,513$1,483,0000.85%
VICUS CAPITAL 57,494$1,409,0000.32%
TRUE Private Wealth Advisors 36,801$867,0000.28%
IMA Wealth, Inc. 15,715$385,0000.22%
Asset Dedication, LLC 13,273$326,0000.21%
View complete list of FIDELITY COVINGTON TRUST shareholders