Fee-Only Financial Planning, L.C. - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FENY and the CUSIP is 316092402. A total of 181 filers reported holding FIDELITY COVINGTON TRUST in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Fee-Only Financial Planning, L.C. ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$319,222
+12.4%
12,8150.0%0.26%
+18.4%
Q2 2023$283,980
-1.2%
12,8150.0%0.22%
-7.3%
Q1 2023$287,569
-9.4%
12,815
-3.8%
0.23%
-12.0%
Q4 2022$317,43013,3150.27%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 785,053$7,968,0007.10%
SMITH SHELLNUT WILSON LLC /ADV 149,545$1,518,0000.90%
FormulaFolio Investments, LLC 3,808,370$38,655,0000.81%
Prostatis Group LLC 88,210$895,3320.75%
Silverleafe Capital Partners, LLC 111,574$1,132,0000.51%
Maltin Wealth Management, Inc. 68,464$695,0000.49%
Bank of Marin 35,942$365,0000.31%
Cribstone Capital Management, LLC 39,253$398,0000.27%
Jacobi Capital Management LLC 148,223$1,504,0000.24%
Robertson Stephens Wealth Management, LLC 84,057$853,0000.18%
View complete list of FIDELITY COVINGTON TRUST shareholders