FSTA — FIDELITY COVINGTON TRUST

Ownership history in Financial Perspectives, Inc  ·  9 quarters on record

This page tracks every 13F SEC filing in which Financial Perspectives, Inc reported a position in FIDELITY COVINGTON TRUST (FSTA). 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
2.02% (2025 Q1)
Avg. % of fund
1.84%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 129,789 +7,021 +5.7% 1.72% $6.4M $49.19
2025 Q3 ADDED 122,768 +3,021 +2.5% 1.70% $6.1M $49.54
2025 Q2 ADDED 119,747 +5,328 +4.7% 1.85% $6.1M $50.57
2025 Q1 ADDED 114,419 +3,544 +3.2% 2.02% $5.9M $50.25
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FSTA price (monthly, adj. close)

Other funds also holding FSTA

As of 2025 Q4 — sorted by position size

Compass Financial Group, INC/SD 3Y 2.06% Fischer Financial Services, Inc. 1.85% Marotta Asset Management 3Y 1.84% Adams Wealth Management 3Y 1.16% CacheTech Inc. 1.01% Certified Advisory Corp 3Y 7Y 1.0% Yoder Wealth Management, Inc. 1.0% Lifeworks Advisors, LLC 3Y 0.5% Walker Financial Services, Inc. 0.45% Atlas Brown,Inc. 3Y 7Y 0.38%
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