FDEV FIDELITY COVINGTON TRUST

Ownership history in KESTRA PRIVATE WEALTH SERVICES, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which KESTRA PRIVATE WEALTH SERVICES, LLC reported a position in FIDELITY COVINGTON TRUST (FDEV). 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
0.03% (2023 Q3)
Avg. % of fund
0.01%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 14,131 +924 +7.0% 0.01% $489K $34.36
2025 Q3 ADDED 13,207 +655 +5.2% 0.01% $438K $32.67
2025 Q2 REDUCED 12,552 -2,903 -18.8% 0.01% $409K $31.91
2025 Q1 ADDED 15,455 +1,199 +8.4% 0.01% $454K $28.51
2024 Q4 ADDED 14,256 +2,340 +19.6% 0.01% $390K $26.36
2024 Q3 REDUCED 11,916 -2,673 -18.3% 0.01% $352K $28.32
2024 Q2 ADDED 14,589 +1,290 +9.7% 0.01% $396K $25.86
2024 Q1 REDUCED 13,299 -26,270 -66.4% 0.01% $366K $25.93
2023 Q4 ADDED 39,569 +2,591 +7.0% 0.03% $1.1M $24.91
2023 Q3 ADDED 36,978 +6,044 +19.5% 0.03% $915K $23.02
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% of Fund (quarterly)    FDEV price (monthly, adj. close)
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