BANK OF MONTREAL /CAN/ - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FDIS and the CUSIP is 316092204. A total of 161 filers reported holding FIDELITY COVINGTON TRUST in Q3 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.2%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$5,273
+2.5%
700.0%0.00%
Q2 2023$5,142
-66.2%
70
-73.9%
0.00%
Q4 2022$15,230
-15.4%
2680.0%0.00%
Q3 2022$18,000
+12.5%
2680.0%0.00%
Q2 2022$16,000
-86.8%
268
-81.9%
0.00%
Q1 2022$121,000
+404.2%
1,478
+451.5%
0.00%
Q4 2021$24,000
-29.4%
268
-34.3%
0.00%
Q3 2021$34,000
+161.5%
408
+36.0%
0.00%
Q1 2019$13,000
+18.2%
3000.0%0.00%
Q4 2018$11,000
-21.4%
3000.0%0.00%
Q3 2018$14,0003000.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Beaumont Capital Management, LLC 160,064$11,182,0668.06%
MONUMENTAL FINANCIAL GROUP INC. 99,428$6,946,0404.62%
SFI Advisors, LLC 53,061$3,706,8413.62%
Yoder Wealth Management, Inc. 35,311$2,466,8262.04%
Maltin Wealth Management, Inc. 29,091$2,032,2851.42%
PENOBSCOT WEALTH MANAGEMENT 24,186$1,6891.28%
ATLAS CAPITAL ADVISORS LLC 89,109$6,225,1541.02%
MAGNOLIA CAPITAL MANAGEMENT LTD 9,010$6290.61%
Lido Advisors, LLC 1,120,748$78,295,4400.60%
SOUTHERN CAPITAL ADVISORS, LLC 9,685$676,6060.56%
View complete list of FIDELITY COVINGTON TRUST shareholders