JNBA Financial Advisors FDIG β€” FIDELITY COVINGTON TRUST

Ownership history in JNBA Financial Advisors  Β·  3 quarters on record

AI Ownership Summary

JNBA Financial Advisors reported FIDELITY COVINGTON TRUST (FDIG) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows FDIG at 0.00% 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 FDIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JNBA Financial Advisors'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
2026 Q1

FDIG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

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 2026 Q1

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 JNBA Financial Advisors held FDIG β€” position size vs. price
% of Fund (quarterly)    FDIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 121 β€” 0% 0.00% $4K 2026-04-23 $40.82
2025 Q4 ADDED β€” β€” β€” 121 +96 +384.0% 0.00% $5K 2026-01-26 $42.03
2025 Q3 INITIATED β€” β€” β€” 25 β€” β€” 0.00% $1K 2025-10-28 $54.87

FAQ About JNBA Financial Advisors and FDIG

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

How long has JNBA Financial Advisors reported owning FDIG?

JNBA Financial Advisors reported FDIG across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported FDIG position in JNBA Financial Advisors's portfolio?

The largest reported portfolio weight for FDIG was 0.00% in 2025 Q4.

What is the latest reported FDIG position on this page?

The most recent filing on this page is 2026 Q1, when JNBA Financial Advisors reported 121 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this FDIG ownership page compare?

The chart compares JNBA Financial Advisors's quarterly FDIG 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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