Essential Planning, LLC. - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FREL and the CUSIP is 316092857. A total of 187 filers reported holding FIDELITY COVINGTON TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Essential Planning, LLC. ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$2,746,988
-4.0%
120,320
+5.5%
1.52%
-6.7%
Q2 2023$2,859,998
+4.9%
114,002
+4.1%
1.63%
-1.3%
Q1 2023$2,725,683
+21.6%
109,508
+16.8%
1.65%
-3.9%
Q4 2022$2,242,099
-0.0%
93,728
-0.1%
1.72%
-86.7%
Q3 2022$2,243,00093,77712.94%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
Riverpoint Wealth Management Holdings, LLC 731,607$18,224,3366.29%
CITIZENS & NORTHERN CORP 623,304$15,526,5036.06%
TRUEFG, LLC 430,694$10,728,5884.84%
ADAMSBROWN WEALTH CONSULTANTS LLC 196,706$4,899,9562.82%
Black Diamond Financial, LLC 280,996$6,999,6112.30%
Essential Planning, LLC. 109,508$2,725,6831.65%
LaSalle St. Investment Advisors, LLC 131,128$3,2661.44%
Physician Wealth Advisors, Inc. 207,061$5,162,0351.36%
Eagle Bay Advisors LLC 80,758$2,011,6811.10%
Blue Barn Wealth, LLC 64,359$1,603,1720.99%
View complete list of FIDELITY COVINGTON TRUST shareholders