HB Wealth Management, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FTEC and the CUSIP is 316092808. A total of 289 filers reported holding FIDELITY COVINGTON TRUST in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$262,681
-5.9%
2,137
+0.0%
0.00%0.0%
Q2 2023$279,024
+14.7%
2,136
+0.0%
0.00%0.0%
Q1 2023$243,267
+20.6%
2,135
+0.0%
0.00%0.0%
Q4 2022$201,655
-12.3%
2,134
-10.5%
0.00%
-20.0%
Q2 2022$230,000
-12.9%
2,385
+22.1%
0.01%0.0%
Q4 2021$264,0001,9530.01%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
Full Sail Capital, LLC 753,505$72,713,0007.03%
Armor Investment Advisors, LLC 66,992$6,465,0004.19%
Lifeworks Advisors, LLC 61,714$5,955,0003.78%
Halpern Financial, Inc. 93,893$9,060,6363.53%
Madrona Financial Services, LLC 54,295$5,239,0003.07%
BEAM WEALTH ADVISORS, INC. 28,349$2,736,0003.04%
Financial Partners Group, Inc 125,160$12,078,0003.03%
FORTE ASSET MANAGEMENT LLC 39,786$3,839,0002.66%
Birchcreek Wealth Management, LLC 29,140$2,812,0002.52%
King Wealth Management Group 103,652$10,002,0002.39%
View complete list of FIDELITY COVINGTON TRUST shareholders