FTEC β€” FIDELITY COVINGTON TRUST

Ownership history in INSIGNEO ADVISORY SERVICES, LLC  Β·  1 quarter on record

AI Ownership Summary

INSIGNEO ADVISORY SERVICES, LLC reported FIDELITY COVINGTON TRUST (FTEC) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows FTEC at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INSIGNEO ADVISORY SERVICES, LLC's position in FIDELITY COVINGTON TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FTEC was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How INSIGNEO ADVISORY SERVICES, LLC held FTEC β€” position size vs. price
% of Fund (quarterly)    FTEC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 979 β€” β€” 0.02% $218K 2025-11-12 $230.21

FAQ About INSIGNEO ADVISORY SERVICES, LLC and FTEC

These are the practical questions this page is built to answer before you even open the full history table.

How long has INSIGNEO ADVISORY SERVICES, LLC reported owning FTEC?

INSIGNEO ADVISORY SERVICES, LLC reported FTEC across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported FTEC position in INSIGNEO ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for FTEC was 0.02% in 2025 Q3.

What is the latest reported FTEC position on this page?

The most recent filing on this page is 2025 Q3, when INSIGNEO ADVISORY SERVICES, LLC reported 979 shares, equal to 0.02% of portfolio, with an estimated market value of $218K.

What does the chart on this FTEC ownership page compare?

The chart compares INSIGNEO ADVISORY SERVICES, LLC's quarterly FTEC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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