FIDU — FIDELITY COVINGTON TRUST

Ownership history in Bellwether Advisors, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Bellwether Advisors, LLC reported a position in FIDELITY COVINGTON TRUST (FIDU). 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
2.54% (2025 Q4)
Avg. % of fund
2.54%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 192,749 — — 2.54% $15.9M $82.23
% of Fund (quarterly)    FIDU price (monthly, adj. close)

Other funds also holding FIDU

As of 2025 Q4 — sorted by position size

Yoder Wealth Management, Inc. 2.8% Buska Wealth Management, LLC 1.74% Fischer Financial Services, Inc. 1.29% Lifeworks Advisors, LLC 3Y 1.2% PENOBSCOT WEALTH MANAGEMENT 3Y 0.9% EPG Wealth Management LLC 3Y 0.64% AE Wealth Management LLC 3Y 7Y 0.62% Trail Ridge Investment Advisors, LLC 3Y 0.61% Elevated Capital Advisors, LLC 3Y 0.55% Stonebridge Financial Planning Group, LLC 3Y 0.5%
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