FIDELITY COVINGTON TRUST shareholder history

Current and past FIDELITY COVINGTON TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
ROYAL BANK OF CANADA 730.00%0.00%0.00%Q1 2021Q3 202310
COMMONWEALTH EQUITY SERVICES, LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
BENJAMIN F. EDWARDS & COMPANY, INC. 10100.00%0.01%0.02%Q2 2021Q3 202310
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 10100.05%0.07%0.12%Q2 2021Q3 202310
AVANTAX ADVISORY SERVICES, INC. 990.01%0.01%0.02%Q3 2021Q3 20239
Kestra Advisory Services, LLC 990.00%0.04%0.11%Q3 2021Q3 20239
LINCOLN NATIONAL CORP 880.01%0.02%0.03%Q4 2021Q3 20238
CWM, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
FINANCIAL MANAGEMENT NETWORK INC 880.14%0.66%0.95%Q4 2021Q3 20238
IFP Advisors, Inc 770.00%0.00%0.00%Q1 2022Q3 20237
UBS Group AG 410.00%0.00%0.00%Q3 2021Q3 20237
Cetera Advisor Networks LLC 660.00%0.00%0.01%Q2 2022Q3 20236
INVESTMENT ADVISORY SERVICES INC /TX /ADV 660.35%0.66%1.07%Q2 2022Q3 20236
Citadel Advisors 210.00%0.00%0.00%Q2 2021Q3 20236
Empire Life Investments Inc. 660.03%0.04%0.06%Q2 2022Q3 20236
Sunbelt Securities, Inc. 550.02%0.03%0.04%Q3 2022Q3 20235
Atria Wealth Solutions, Inc. 550.00%0.02%0.02%Q3 2022Q3 20235
Sigma Planning Corp 550.01%0.01%0.01%Q3 2022Q3 20235
SUSQUEHANNA INTERNATIONAL GROUP, LLP 320.00%0.00%0.00%Q2 2022Q3 20235
Qube Research & Technologies Ltd 550.00%0.00%0.00%Q3 2022Q3 20235
NATIONAL BANK OF CANADA /FI/ 440.00%0.00%0.00%Q4 2021Q3 20224
McGlone Suttner Wealth Management, Inc. 440.14%0.16%0.19%Q4 2022Q3 20234
Beaumont Financial Partners, LLC 440.01%0.07%0.23%Q4 2021Q3 20224
&PARTNERS 440.14%0.14%0.16%Q4 2022Q3 20234
Cambridge Investment Research Advisors, Inc. 220.00%0.00%0.00%Q3 2022Q3 20234
Annex Advisory Services, LLC 330.01%0.37%0.56%Q2 2022Q4 20223
STIFEL FINANCIAL CORP 330.00%0.00%0.00%Q1 2023Q3 20233
RWA WEALTH PARTNERS, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Janney Montgomery Scott LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Carroll Financial Associates, Inc. 330.07%0.08%0.09%Q2 2021Q4 20213
FLOW TRADERS U.S. LLC 210.01%0.02%0.02%Q1 2021Q3 20233
MORGAN STANLEY 330.00%0.00%0.00%Q1 2023Q3 20233
RFG Advisory, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
DAVENPORT & Co LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
ENVESTNET ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2023Q3 20232
HighMark Wealth Management LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Cetera Advisors LLC 220.01%0.01%0.01%Q2 2023Q3 20232
FMR LLC 110.00%0.00%0.00%Q2 2021Q4 20222
AVAII WEALTH MANAGEMENT, LLC 220.13%0.14%0.14%Q2 2022Q3 20222
Concord Wealth Partners 110.00%0.00%0.00%Q1 2023Q1 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Fortitude Advisory Group L.L.C. 110.01%0.01%0.01%Q4 2021Q4 20211
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q3 2022Q3 20221
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
NEXT Financial Group, Inc 110.00%0.00%0.00%Q3 2021Q3 20211
External links

This page lists all the filers that currently own FIDELITY COVINGTON TRUST or have owned FIDELITY COVINGTON TRUST in the past.