Ownership history in IFP Advisors, Inc · 9 quarters on record
This page tracks every 13F SEC filing in which IFP Advisors, Inc reported a position in FIDELITY COVINGTON TRUST (FPFD). 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 | 8,265 | +1,242 | +17.7% | 0.00% | $180K | $21.64 |
| 2025 Q3 | ADDED | 7,023 | +836 | +13.5% | 0.00% | $155K | $21.61 |
| 2025 Q2 | ADDED | 6,187 | +1,201 | +24.1% | 0.00% | $133K | $20.80 |
| 2025 Q1 | ADDED | 4,986 | +1,345 | +36.9% | 0.00% | $107K | $20.50 |
| 2024 Q4 | ADDED | 3,641 | +2,630 | +260.1% | 0.00% | $81K | $20.33 |
| 2024 Q2 | ADDED | 1,011 | +11 | +1.1% | 0.00% | $22K | $19.78 |
| 2023 Q2 | REDUCED | 1,000 | -12,113 | -92.4% | 0.00% | $25K | $17.51 |
| 2023 Q1 | REDUCED | 13,113 | -4,140 | -24.0% | 0.01% | $328K | $17.42 |
| 2022 Q4 | INITIATED | 17,253 | — | — | 0.01% | $431K | — |
As of 2025 Q4 — sorted by position size