Glass Jacobson Investment Advisors 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
Glass Jacobson Investment Advisors llc ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$164,942
-1.0%
3,447
+1.6%
0.08%0.0%
Q2 2023$166,554
+10.9%
3,392
-0.9%
0.08%
+2.7%
Q4 2022$150,1183,4230.07%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Halpern Financial, Inc. 272,176$11,709,0224.57%
CHILDRESS CAPITAL ADVISORS, LLC 160,134$6,889,0002.73%
PRIMORIS WEALTH ADVISORS, LLC 35,172$1,513,0002.17%
Bouvel Investment Partners, LLC 42,198$1,815,0001.37%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 66,659$2,868,0001.18%
Samalin Investment Counsel, LLC 16,168$696,0000.49%
Certified Advisory Corp 47,414$2,040,0000.46%
CONDOR CAPITAL MANAGEMENT 75,067$3,229,0000.42%
VICUS CAPITAL 74,930$3,223,0000.36%
Patriot Financial Group Insurance Agency, LLC 36,050$1,551,0000.32%
View complete list of FIDELITY COVINGTON TRUST shareholders