Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / FUNDAMENTAL LARG
-
Total 13F shares
-
1,390,184
-
Share change
-
+1,076,184
-
Total reported value
-
$50,309,420
-
Price per share
-
$36.19
-
Number of holders
-
20
-
Value change
-
+$38,992,590
-
Number of buys
-
15
-
Number of sells
-
3
Institutional Holders of FIDELITY COVINGTON TRUST - FUNDAMENTAL LARG (FFLC) as of Q4 2023
As of 31 Dec 2023,
FIDELITY COVINGTON TRUST - FUNDAMENTAL LARG (FFLC) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,390,184 shares.
The largest 10 holders included
Beaumont Financial Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Avidian Wealth Solutions, LLC, Kestra Advisory Services, LLC, MML INVESTORS SERVICES, LLC, ENVESTNET ASSET MANAGEMENT INC, Atria Wealth Solutions, Inc., Envestnet Portfolio Solutions, Inc., THOROUGHBRED FINANCIAL SERVICES, LLC, and GTS SECURITIES LLC.
This page lists
20
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.