FTEC — FIDELITY COVINGTON TRUST

Ownership history in Activest Wealth Management  ·  4 quarters on record

This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in FIDELITY COVINGTON TRUST (FTEC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2025 Q1)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED — -1 -100.0% 0.00% $110 $221.67
2025 Q2 REDUCED 1 -1,266 -99.9% 0.00% $116 $196.58
2025 Q1 ADDED 1,267 +1,266 +126600.0% 0.05% $204K $160.54
2024 Q4 INITIATED 1 — — 0.00% $136 $183.79
% of Fund (quarterly)    FTEC price (monthly, adj. close)

Other funds also holding FTEC

As of 2025 Q4 — sorted by position size

Mowery & Schoenfeld Wealth Management, LLC 9.72% Yoder Wealth Management, Inc. 8.86% Richard Bernstein Advisors LLC 3Y 7Y 8.81% Portfolio Strategies, Inc. 3Y 7Y 6.12% Eaton Financial Holdings Company, LLC 5.65% Fischer Financial Services, Inc. 5.14% PRIMORIS WEALTH ADVISORS, LLC 3Y 4.92% Armor Investment Advisors, LLC 3Y 7Y 4.63% Kraft, Davis & Associates, LLC 3Y 4.16% SOUTHERN CAPITAL ADVISORS, LLC 3Y 4.16%
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