FIDELITY COVINGTON TRUST's ticker is FVAL and the CUSIP is 316092782.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $420,123 | – | 8,780 | – | 0.37% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paragon Wealth Strategies, LLC | 519,394 | $26,401,000 | 6.91% |
| CHILDRESS CAPITAL ADVISORS, LLC | 363,393 | $18,470,000 | 6.46% |
| Halpern Financial, Inc. | 282,626 | $14,365,892 | 5.30% |
| PRIMORIS WEALTH ADVISORS, LLC | 35,577 | $1,809,000 | 1.69% |
| Bouvel Investment Partners, LLC | 41,933 | $2,131,000 | 1.30% |
| Scarborough Advisors, LLC | 70,888 | $3,603,000 | 1.15% |
| BMS Financial Advisors, LLC | 24,412 | $1,241,000 | 0.79% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 37,099 | $1,886,000 | 0.79% |
| Americana Partners, LLC | 37,164 | $1,889,000 | 0.58% |
| LVZ, Inc. | 64,909 | $3,299,000 | 0.46% |