FHLC — 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 (FHLC). 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
1.81% (2024 Q3)
Avg. % of fund
1.52%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 33,935 +88 +0.3% 1.42% $2.5M $74.28
2025 Q3 ADDED 33,847 +1,003 +3.1% 1.33% $2.3M $66.62
2025 Q2 ADDED 32,844 +270 +0.8% 1.39% $2.1M $63.47
2025 Q1 ADDED 32,574 +3,160 +10.7% 1.61% $2.2M $67.53
2024 Q4 REDUCED 29,414 -65 -0.2% 1.54% $1.9M $64.36
2024 Q3 INITIATED 29,479 — — 1.81% $2.1M $71.41
% of Fund (quarterly)    FHLC price (monthly, adj. close)

Other funds also holding FHLC

As of 2025 Q4 — sorted by position size

Buttonwood Financial Advisors Inc. 3Y 5.23% Fischer Financial Services, Inc. 3.36% Yoder Wealth Management, Inc. 3.22% Investors Research Corp 3Y 7Y 2.9% McGlone Suttner Wealth Management, Inc. 3Y 2.85% ALTFEST L J & CO INC 3Y 7Y 2.81% Marotta Asset Management 3Y 2.12% Maltin Wealth Management, Inc. 3Y 1.74% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 1.7% Q3 Asset Management 3Y 7Y 1.44%
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