FCOM — FIDELITY COVINGTON TRUST

Ownership history in Beckerman Institutional, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Beckerman Institutional, LLC reported a position in FIDELITY COVINGTON TRUST (FCOM). 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
1.1% (2024 Q4)
Avg. % of fund
0.99%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 22,477 -196 -0.9% 0.92% $1.6M $73.28
2025 Q3 ADDED 22,673 +566 +2.6% 0.95% $1.6M $70.82
2025 Q2 REDUCED 22,107 -1,145 -4.9% 0.95% $1.4M $64.50
2025 Q1 REDUCED 23,252 -71 -0.3% 0.95% $1.3M $55.85
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FCOM price (monthly, adj. close)

Other funds also holding FCOM

As of 2025 Q4 — sorted by position size

Yoder Wealth Management, Inc. 3.26% SOUTHERN CAPITAL ADVISORS, LLC 3Y 2.56% Crumly & Associates Inc. 3Y 2.44% Bellwether Advisors, LLC 3Y 2.34% Fischer Financial Services, Inc. 2.04% VICUS CAPITAL 3Y 7Y 1.99% Maltin Wealth Management, Inc. 3Y 1.7% Destiny Wealth Partners, LLC 3Y 1.7% Live Oak Investment Partners 3Y 0.79% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.72%
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