FIDELITY COVINGTON TRUST's ticker is FIDU and the CUSIP is 316092709. A total of 128 filers reported holding FIDELITY COVINGTON TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91,300 | -4.8% | 1,687 | 0.0% | 0.00% | – |
| Q2 2023 | $95,940 | +7.5% | 1,687 | 0.0% | 0.00% | – |
| Q1 2023 | $89,225 | +4.3% | 1,687 | 0.0% | 0.00% | – |
| Q4 2022 | $85,548 | +15.6% | 1,687 | 0.0% | 0.00% | – |
| Q3 2022 | $74,000 | -2.6% | 1,687 | 0.0% | 0.00% | – |
| Q2 2022 | $76,000 | -16.5% | 1,687 | 0.0% | 0.00% | – |
| Q1 2022 | $91,000 | -4.2% | 1,687 | 0.0% | 0.00% | – |
| Q4 2021 | $95,000 | +8.0% | 1,687 | 0.0% | 0.00% | – |
| Q3 2021 | $88,000 | -3.3% | 1,687 | 0.0% | 0.00% | – |
| Q2 2021 | $91,000 | +3.4% | 1,687 | 0.0% | 0.00% | – |
| Q1 2021 | $88,000 | +11.4% | 1,687 | 0.0% | 0.00% | – |
| Q4 2020 | $79,000 | +16.2% | 1,687 | 0.0% | 0.00% | – |
| Q3 2020 | $68,000 | +6.2% | 1,687 | 0.0% | 0.00% | – |
| Q2 2020 | $64,000 | – | 1,687 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Yoder Wealth Management, Inc. | 60,493 | $3,273,881 | 2.70% |
| PERSONAL CFO SOLUTIONS, LLC | 94,839 | $5,132,730 | 1.01% |
| Trail Ridge Investment Advisors, LLC | 24,892 | $1,347,155 | 0.92% |
| Full Sail Capital, LLC | 170,395 | $9,221,777 | 0.80% |
| Lifeworks Advisors, LLC | 35,559 | $1,924,464 | 0.75% |
| Armor Investment Advisors, LLC | 20,091 | $1,087,342 | 0.64% |
| EPG Wealth Management LLC | 37,937 | $2,053,162 | 0.62% |
| Lido Advisors, LLC | 1,393,875 | $75,436,532 | 0.57% |
| Stonebridge Financial Planning Group, LLC | 13,838 | $748,937 | 0.48% |
| Traynor Capital Management, Inc. | 67,535 | $3,655,011 | 0.46% |