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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 129,789 | +7,021 | +5.7% | 1.72% | $6.4M | $48.92 |
| 2025 Q3 | ADDED | 122,768 | +3,021 | +2.5% | 1.70% | $6.1M | $49.26 |
| 2025 Q2 | ADDED | 119,747 | +5,328 | +4.7% | 1.85% | $6.1M | $50.28 |
| 2025 Q1 | ADDED | 114,419 | +3,544 | +3.2% | 2.02% | $5.9M | $49.97 |
| 2024 Q4 | ADDED | 110,875 | +2,485 | +2.3% | 1.84% | $5.5M | $48.04 |
| 2024 Q3 | ADDED | 108,390 | +1,675 | +1.6% | 1.92% | $5.5M | $49.34 |
| 2024 Q2 | ADDED | 106,715 | +2,665 | +2.6% | 1.87% | $5.1M | $45.57 |
| 2024 Q1 | ADDED | 104,050 | +4,133 | +4.1% | 1.88% | $5.0M | $45.47 |
| 2023 Q4 | INITIATED | 99,917 | — | — | 1.81% | $4.5M | — |
As of 2025 Q4 — sorted by position size