BMS Financial Advisors, LLC - 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 Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BMS Financial Advisors, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q2 2023$352,587
-79.8%
7,181
-81.2%
0.23%
-80.9%
Q1 2023$1,743,868
-28.3%
38,109
-37.3%
1.20%
-29.4%
Q3 2022$2,433,000
+96.1%
60,812
+149.1%
1.71%
+116.2%
Q1 2022$1,241,00024,4120.79%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
Halpern Financial, Inc. 334,647$15,945,9197.39%
CHILDRESS CAPITAL ADVISORS, LLC 266,727$12,709,0005.16%
Bouvel Investment Partners, LLC 42,852$2,042,0001.15%
LVZ, Inc. 82,165$3,915,0000.56%
Ahrens Investment Partners LLC 20,550$979,0000.47%
Americana Partners, LLC 37,164$1,770,0000.43%
CONDOR CAPITAL MANAGEMENT 64,336$3,066,0000.33%
Patriot Financial Group Insurance Agency, LLC 34,800$1,658,0000.29%
Samalin Investment Counsel, LLC 8,921$425,0000.28%
ALTFEST L J & CO INC 22,652$1,079,0000.23%
View complete list of FIDELITY COVINGTON TRUST shareholders