Corient Private Wealth LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FTEC and the CUSIP is 316092808. A total of 321 filers reported holding FIDELITY COVINGTON TRUST in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$514,976
-8.8%
4,189
-3.1%
0.00%0.0%
Q2 2023$564,877
+30.7%
4,323
+14.0%
0.00%0.0%
Q1 2023$432,147
+29.0%
3,792
+7.0%
0.00%0.0%
Q4 2022$335,0223,5440.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Full Sail Capital, LLC 744,407$67,689,0007.00%
Armor Investment Advisors, LLC 67,641$6,151,0004.19%
NorthLanding Financial Partners, LLC 54,134$4,922,0003.89%
Lifeworks Advisors, LLC 64,060$6,259,0003.56%
Halpern Financial, Inc. 96,897$8,810,8423.49%
Madrona Financial Services, LLC 55,224$5,021,0003.10%
Financial Partners Group, Inc 125,259$11,390,0003.00%
King Wealth Management Group 101,313$9,212,0002.34%
FORTE ASSET MANAGEMENT LLC 38,266$3,480,0002.31%
Birchcreek Wealth Management, LLC 24,023$2,184,0002.02%
View complete list of FIDELITY COVINGTON TRUST shareholders