Forbes Financial Planning, Inc. - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FVAL and the CUSIP is 316092782. A total of 78 filers reported holding FIDELITY COVINGTON TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Forbes Financial Planning, Inc. ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$2,812,01958,7673.01%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Goodwin Investment Advisory 553,756$25,339,89216.52%
Halpern Financial, Inc. 197,034$9,016,2943.24%
PRIMORIS WEALTH ADVISORS, LLC 29,837$1,365,3421.68%
Bouvel Investment Partners, LLC 45,791$2,095,3961.22%
BMS Financial Advisors, LLC 38,109$1,743,8681.20%
CONDOR CAPITAL MANAGEMENT 81,527$3,730,6750.47%
Patriot Financial Group Insurance Agency, LLC 42,140$1,928,3260.39%
ALTFEST L J & CO INC 52,930$2,4220.38%
Americana Partners, LLC 50,379$2,305,3430.36%
Samalin Investment Counsel, LLC 12,935$591,8930.36%
View complete list of FIDELITY COVINGTON TRUST shareholders