AXXCESS WEALTH MANAGEMENT, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FDRR and the CUSIP is 316092832. A total of 78 filers reported holding FIDELITY COVINGTON TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$255,363
-4.7%
6,4210.0%0.01%
-52.6%
Q2 2023$268,013
+2.7%
6,4210.0%0.02%
-5.0%
Q1 2023$261,078
+2.0%
6,4210.0%0.02%
-4.8%
Q4 2022$255,877
+12.2%
6,4210.0%0.02%
-4.5%
Q3 2022$228,000
-8.1%
6,4210.0%0.02%
-4.3%
Q2 2022$248,000
-13.3%
6,4210.0%0.02%
+4.5%
Q1 2022$286,000
-5.9%
6,421
-4.1%
0.02%0.0%
Q4 2021$304,0006,6960.02%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
Geneva Partners, LLC 87,259$3,547,9553.04%
Mascoma Wealth Management LLC 110,458$4,550,8751.33%
Ameritas Advisory Services, LLC 559,533$22,968,4531.15%
Beck Bode, LLC 98,551$4,007,0840.98%
Ahrens Investment Partners LLC 40,674$1,653,7920.82%
PRIMORIS WEALTH ADVISORS, LLC 14,296$581,2610.72%
Stonebridge Financial Planning Group, LLC 19,194$780,4080.50%
Summit X, LLC 19,173$779,5750.20%
Triumph Capital Management 8,694$353,5050.18%
Herold Advisors, Inc. 12,320$500,9310.17%
View complete list of FIDELITY COVINGTON TRUST shareholders