Richard W. Paul & Associates, 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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Richard W. Paul & Associates, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$77,038
-13.0%
1,610
-10.7%
0.04%
-10.3%
Q2 2023$88,527
+0.5%
1,803
-6.3%
0.04%
-4.9%
Q1 2023$88,087
+12.7%
1,925
+8.0%
0.04%
+5.1%
Q4 2022$78,1411,7820.04%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 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