SWEENEY & MICHEL, LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FTEC and the CUSIP is 316092808. A total of 418 filers reported holding FIDELITY COVINGTON TRUST in Q2 2024. The put-call ratio across all filers is 0.32 and the average weighting 0.3%.

Quarter-by-quarter ownership
SWEENEY & MICHEL, LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q2 2024$1,137,892
+14.4%
6,393
+0.1%
0.48%
+10.2%
Q1 2024$994,305
+33.2%
6,385
+11.2%
0.44%
+12.5%
Q3 2023$746,555
+10.5%
5,743
+8.5%
0.39%
+12.4%
Q2 2023$675,843
+2.4%
5,295
+0.2%
0.35%
-1.1%
Q1 2023$660,1705,2860.35%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q2 2024
NameSharesValueWeighting ↓
Halpern Financial, Inc. 179,058$18,955,0859.17%
Full Sail Capital, LLC 634,068$69,627,0006.94%
Armor Investment Advisors, LLC 72,967$7,724,0005.02%
Financial Partners Group, Inc 122,798$12,999,0003.69%
Madrona Financial Services, LLC 62,592$6,626,0003.40%
King Wealth Management Group 130,300$13,794,0003.10%
Stone House Investment Management, LLC 50,147$5,241,0002.64%
Fulcrum Equity Management 58,839$6,229,0002.46%
VIVID FINANCIAL MANAGEMENT, INC. 47,852$5,066,0002.33%
CLIENT 1ST ADVISORY GROUP, LLC 38,332$4,058,0002.32%
View complete list of FIDELITY COVINGTON TRUST shareholders