FHLC — FIDELITY COVINGTON TRUST

Ownership history in Crossmark Global Holdings, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Crossmark Global Holdings, Inc. 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
0.01% (2025 Q1)
Avg. % of fund
0.01%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 5,018 — 0% 0.01% $336K $66.62
2025 Q2 UNCHANGED 5,018 — 0% 0.01% $320K $63.47
2025 Q1 INITIATED 5,018 — — 0.01% $344K $67.53
% 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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