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. 21210.00%0.00%0.00%Q3 2018Q3 202321
COMMONWEALTH EQUITY SERVICES, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
WELLS FARGO & COMPANY/MN 1210.00%0.00%0.00%Q2 2018Q3 202317
ROYAL BANK OF CANADA 16160.00%0.00%0.00%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
JANE STREET GROUP, LLC 710.00%0.00%0.02%Q4 2018Q3 202315
Citadel Advisors 1140.00%0.00%0.00%Q2 2018Q1 202215
UBS Group AG 610.00%0.00%0.00%Q3 2018Q2 202315
CreativeOne Wealth, LLC 14140.02%0.23%0.74%Q2 2020Q3 202314
GeoWealth Management, LLC 14140.00%0.37%1.00%Q2 2020Q3 202314
Princeton Global Asset Management LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
ENVESTNET ASSET MANAGEMENT INC 940.00%0.00%0.00%Q2 2019Q2 202313
Cambridge Investment Research Advisors, Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.02%0.04%0.05%Q3 2020Q3 202313
Financial Management Professionals, Inc. 12120.00%1.64%4.66%Q4 2020Q3 202312
MORGAN STANLEY 12120.00%0.00%0.00%Q4 2020Q3 202312
LPL Financial LLC 920.00%0.00%0.01%Q3 2020Q3 202311
Summit X, LLC 11110.19%0.31%0.42%Q1 2021Q3 202311
FMR LLC 610.00%0.00%0.00%Q4 2018Q3 202311
Advisory Services Network, LLC 10100.01%0.03%0.14%Q2 2021Q3 202310
Apella Capital, LLC 730.01%0.08%0.27%Q2 2021Q4 202310
Geneos Wealth Management Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
Foundations Investment Advisors, LLC 910.01%0.03%0.07%Q2 2020Q1 202310
IFP Advisors, Inc 820.00%0.01%0.08%Q3 2019Q2 202310
FLOW TRADERS U.S. LLC 420.01%0.10%0.30%Q1 2020Q3 20239
CIBC WORLD MARKET INC. 990.00%0.00%0.00%Q3 2021Q3 20239
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 880.26%0.28%0.37%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Sowell Financial Services LLC 710.00%0.00%0.02%Q3 2019Q1 20238
Geneva Partners, LLC 710.20%0.26%0.32%Q4 2019Q4 20218
Spire Wealth Management 880.00%0.00%0.00%Q4 2021Q3 20238
Private Advisor Group, LLC 510.00%0.01%0.06%Q2 2020Q3 20238
Aspire Private Capital, LLC 880.00%0.01%0.02%Q3 2021Q2 20238
Kestra Advisory Services, LLC 620.00%0.01%0.08%Q4 2020Q3 20238
Sigma Planning Corp 880.01%0.03%0.04%Q4 2021Q3 20238
Snowden Capital Advisors LLC 610.00%0.01%0.02%Q4 2021Q3 20237
Advisors Asset Management, Inc. 770.00%0.00%0.00%Q3 2021Q1 20237
GPS Wealth Strategies Group, LLC 770.00%0.01%0.02%Q1 2021Q3 20227
SMITH CHAS P & ASSOCIATES PA CPAS 311.95%2.10%2.30%Q2 2021Q2 20237
OLD MISSION CAPITAL LLC 410.02%0.03%0.06%Q1 2021Q1 20237
Secure Asset Management, LLC 770.24%0.27%0.33%Q3 2020Q1 20227
UNITED CAPITAL FINANCIAL ADVISORS, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Demars Financial Group, LLC 661.81%2.61%3.87%Q4 2020Q1 20226
NewEdge Advisors, LLC 420.00%0.00%0.01%Q4 2020Q3 20236
Avior Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
TRUSTCORE FINANCIAL SERVICES, LLC 550.00%0.17%0.31%Q4 2021Q4 20225
Advisor Group, Inc. 550.00%0.00%0.00%Q4 2018Q4 20195
Global Retirement Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Stonebridge Financial Planning Group, LLC 551.48%1.77%2.28%Q3 2022Q3 20235
RWA WEALTH PARTNERS, LLC 410.10%0.35%0.52%Q2 2019Q3 20205
Live Oak Investment Partners 440.00%0.00%0.00%Q4 2022Q3 20234
LAM GROUP, INC. 440.02%0.03%0.03%Q4 2022Q3 20234
LADENBURG THALMANN FINANCIAL SERVICES INC. 440.00%0.01%0.01%Q1 2019Q4 20194
Sunbelt Securities, Inc. 220.02%0.03%0.04%Q2 2021Q3 20234
LINCOLN NATIONAL CORP 440.09%0.10%0.11%Q4 2022Q3 20234
TRUIST FINANCIAL CORP 310.00%0.00%0.00%Q3 2020Q3 20234
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.01%0.02%0.05%Q4 2021Q1 20234
THRIVENT FINANCIAL FOR LUTHERANS 440.00%0.00%0.00%Q1 2021Q4 20214
American Portfolios Advisors 330.00%0.00%0.00%Q1 2022Q3 20223
CAPTRUST FINANCIAL ADVISORS 330.01%0.01%0.01%Q1 2023Q3 20233
Financial Architects, Inc 330.00%0.00%0.00%Q4 2019Q2 20203
Kalos Management, Inc. 330.01%0.01%0.01%Q4 2022Q2 20233
Trek Financial, LLC 330.03%0.03%0.04%Q2 2020Q4 20203
Glass Jacobson Investment Advisors llc 210.22%0.27%0.35%Q4 2022Q3 20233
TCI Wealth Advisors, Inc. 330.00%0.00%0.01%Q1 2021Q3 20213
Mutual Advisors, LLC 110.03%0.03%0.04%Q3 2021Q3 20233
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q2 2022Q4 20222
PNC FINANCIAL SERVICES GROUP, INC. 220.00%0.00%0.00%Q2 2021Q3 20212
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
NWAM LLC 220.05%0.06%0.07%Q4 2022Q1 20232
Laurel Wealth Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.02%0.02%Q4 2021Q1 20232
Integrated Wealth Concepts LLC 220.01%0.01%0.01%Q4 2021Q1 20222
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q1 2021Q3 20232
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q2 2018Q3 20182
CITIGROUP INC 220.00%0.00%0.00%Q2 2018Q3 20182
Fortis Capital Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2018Q2 20181
HBW ADVISORY SERVICES LLC 110.37%0.37%0.37%Q2 2020Q2 20201
LGT Financial Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Mariner, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q3 2022Q3 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2022Q1 20221
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q2 2021Q2 20211
TFC Financial Management, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
HighTower Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
GUNN & Co INVESTMENT MANAGEMENT, INC. 111.45%1.45%1.45%Q3 2023Q3 20231
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q2 2022Q2 20221
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
J.W. COLE ADVISORS, INC. 110.03%0.03%0.03%Q2 2022Q2 20221
Enterprise Trust & Investment Co 110.03%0.03%0.03%Q3 2021Q3 20211
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CHILDRESS CAPITAL ADVISORS, LLC 111.00%1.00%1.00%Q4 2020Q4 20201
AE Wealth Management LLC 110.01%0.01%0.01%Q3 2021Q3 20211
B. Riley Wealth Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
External links

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