Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / DISRUPTIVE TECH
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
703,518
-
Shares change
-
-165,117
-
Total reported value, excl. options
-
$20,056,986
-
Value change
-
-$4,101,766
-
Number of buys
-
5
-
Number of sells
-
-8
-
Price
-
$28.51
Significant Holders of FIDELITY COVINGTON TRUST - DISRUPTIVE TECH (FDTX) as of Q4 2023
15 filings reported holding FDTX - FIDELITY COVINGTON TRUST - DISRUPTIVE TECH as of Q4 2023.
FIDELITY COVINGTON TRUST - DISRUPTIVE TECH (FDTX) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 703,518 shares
.
Largest 10 shareholders include FMR LLC (672,051 shares), Cambridge Investment Research Advisors, Inc. (13,830 shares), BEAM WEALTH ADVISORS, INC. (7,174 shares), UBS Group AG (2,972 shares), OSAIC HOLDINGS, INC. (2,498 shares), Advisory Services Network, LLC (2,361 shares), HARBOUR INVESTMENTS, INC. (1,372 shares), IFP Advisors, Inc (967 shares), Pathway Financial Advisers, LLC (278 shares), and MORGAN STANLEY (15 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.