Trail Ridge Investment Advisors, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FMAT and the CUSIP is 316092881. A total of 114 filers reported holding FIDELITY COVINGTON TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Trail Ridge Investment Advisors, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$460,990
-3.6%
10,432
+1.8%
0.31%
+6.1%
Q2 2023$478,218
-2.0%
10,249
-4.3%
0.30%
-7.5%
Q1 2023$488,223
-27.5%
10,709
-30.6%
0.32%
-31.1%
Q4 2022$673,214
-1.6%
15,423
+2.3%
0.46%
+2.4%
Q3 2022$684,000
+42.2%
15,081
+28.5%
0.45%
+38.7%
Q2 2022$481,000
-10.4%
11,740
+8.7%
0.33%
-1.2%
Q1 2022$537,000
+136.6%
10,805
+140.1%
0.33%
+142.6%
Q4 2021$227,0004,5010.14%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 156,679$6,923,6392.52%
SOUTHERN CAPITAL ADVISORS, LLC 18,828$831,9930.69%
Yoder Wealth Management, Inc. 14,078$622,1070.51%
Broadview Financial Management, LLC 9,864$435,9100.40%
Certified Advisory Corp 47,319$2,091,0310.38%
Trail Ridge Investment Advisors, LLC 10,432$460,9900.31%
SWEENEY & MICHEL, LLC 8,587$371,3700.20%
Beaumont Asset Management, L.L.C. 4,783$211,3450.17%
Exchange Capital Management, Inc. 20,190$892,1780.17%
Lido Advisors, LLC 474,023$20,947,0730.16%
View complete list of FIDELITY COVINGTON TRUST shareholders