FIDU — FIDELITY COVINGTON TRUST

Ownership history in Lifeworks Advisors, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Lifeworks Advisors, LLC reported a position in FIDELITY COVINGTON TRUST (FIDU). 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
1.2% (2025 Q4)
Avg. % of fund
0.77%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 111,918 +48,789 +77.3% 1.20% $9.2M $82.48
2025 Q3 ADDED 63,129 +16,716 +36.0% 0.69% $5.2M $81.80
2025 Q2 REDUCED 46,413 -5,411 -10.4% 0.54% $3.6M $77.13
2025 Q1 ADDED 51,824 +4,276 +9.0% 0.59% $3.5M $67.92
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FIDU price (monthly, adj. close)

Other funds also holding FIDU

As of 2025 Q4 — sorted by position size

Yoder Wealth Management, Inc. 2.8% Bellwether Advisors, LLC 3Y 2.54% Buska Wealth Management, LLC 1.74% Fischer Financial Services, Inc. 1.29% PENOBSCOT WEALTH MANAGEMENT 3Y 0.9% EPG Wealth Management LLC 3Y 0.64% AE Wealth Management LLC 3Y 7Y 0.62% Trail Ridge Investment Advisors, LLC 3Y 0.61% Elevated Capital Advisors, LLC 3Y 0.55% Stonebridge Financial Planning Group, LLC 3Y 0.5%
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