Corient Private Wealth LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FMAT and the CUSIP is 316092881. A total of 103 filers reported holding FIDELITY COVINGTON TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$1,326,363
-4.6%
30,015
+0.7%
0.00%0.0%
Q2 2023$1,390,095
-15.7%
29,792
-17.7%
0.00%
-25.0%
Q1 2023$1,649,765
+4.5%
36,187
+0.0%
0.00%
-33.3%
Q4 2022$1,579,38836,1830.01%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 156,679$6,923,6392.52%
SOUTHERN CAPITAL ADVISORS, LLC 18,828$831,9930.69%
Yoder Wealth Management, Inc. 14,078$622,1070.51%
Broadview Financial Management, LLC 9,864$435,9100.40%
Certified Advisory Corp 47,319$2,091,0310.38%
Trail Ridge Investment Advisors, LLC 10,432$460,9900.31%
SWEENEY & MICHEL, LLC 8,587$371,3700.20%
Beaumont Asset Management, L.L.C. 4,783$211,3450.17%
Exchange Capital Management, Inc. 20,190$892,1780.17%
Lido Advisors, LLC 474,023$20,947,0730.16%
View complete list of FIDELITY COVINGTON TRUST shareholders