Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / FIDELITY FUND LR
-
Number of holders
-
16
-
Total 13F shares, excl. options
-
486,145
-
Shares change
-
+225,556
-
Total reported value, excl. options
-
$10,082,398
-
Value change
-
+$4,658,874
-
Number of buys
-
9
-
Number of sells
-
-6
-
Price
-
$20.7
Significant Holders of FIDELITY COVINGTON TRUST - FIDELITY FUND LR (FFLG) as of Q4 2021
19 filings reported holding FFLG - FIDELITY COVINGTON TRUST - FIDELITY FUND LR as of Q4 2021.
FIDELITY COVINGTON TRUST - FIDELITY FUND LR (FFLG) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 486,145 shares
.
Largest 10 shareholders include Beaumont Financial Partners, LLC (153,041 shares), COMMONWEALTH EQUITY SERVICES, LLC (119,546 shares), Carroll Financial Associates, Inc. (66,474 shares), AVANTAX ADVISORY SERVICES, INC. (52,842 shares), LINCOLN NATIONAL CORP (25,442 shares), Kestra Advisory Services, LLC (18,543 shares), FINANCIAL MANAGEMENT NETWORK INC (15,465 shares), SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC (13,517 shares), DAVENPORT & Co LLC (9,860 shares), and CWM, LLC (4,900 shares).
This table shows the top 16 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.