FIDELITY COVINGTON TRUST's ticker is FIDU and the CUSIP is 316092709. A total of 128 filers reported holding FIDELITY COVINGTON TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,574 | -2.2% | 6,681 | -4.7% | 0.02% | -5.3% |
| Q1 2023 | $369,864 | +5.8% | 7,013 | +1.7% | 0.02% | +18.8% |
| Q4 2022 | $349,544 | +32.9% | 6,893 | +14.4% | 0.02% | 0.0% |
| Q3 2022 | $263,000 | -4.0% | 6,024 | -0.7% | 0.02% | 0.0% |
| Q2 2022 | $274,000 | -18.0% | 6,066 | -2.1% | 0.02% | +33.3% |
| Q1 2022 | $334,000 | +44.0% | 6,199 | +50.0% | 0.01% | +50.0% |
| Q4 2021 | $232,000 | – | 4,133 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Yoder Wealth Management, Inc. | 60,493 | $3,273,881 | 2.70% |
| PERSONAL CFO SOLUTIONS, LLC | 94,839 | $5,132,730 | 1.01% |
| Trail Ridge Investment Advisors, LLC | 24,892 | $1,347,155 | 0.92% |
| Full Sail Capital, LLC | 170,395 | $9,221,777 | 0.80% |
| Lifeworks Advisors, LLC | 35,559 | $1,924,464 | 0.75% |
| Armor Investment Advisors, LLC | 20,091 | $1,087,342 | 0.64% |
| EPG Wealth Management LLC | 37,937 | $2,053,162 | 0.62% |
| Lido Advisors, LLC | 1,393,875 | $75,436,532 | 0.57% |
| Stonebridge Financial Planning Group, LLC | 13,838 | $748,937 | 0.48% |
| Traynor Capital Management, Inc. | 67,535 | $3,655,011 | 0.46% |