FDEM — FIDELITY COVINGTON TRUST

Ownership history in REDW Wealth LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which REDW Wealth LLC reported a position in FIDELITY COVINGTON TRUST (FDEM). 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
0.51% (2025 Q4)
Avg. % of fund
0.39%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 43,224 +19,896 +85.3% 0.51% $1.3M $30.88
2025 Q3 INITIATED 23,328 — — 0.27% $702K $29.86
% of Fund (quarterly)    FDEM price (monthly, adj. close)

Other funds also holding FDEM

As of 2025 Q4 — sorted by position size

S Harris Financial Group, LLC 2.36% Wayfinding Financial, LLC 3Y 1.4% McAdam, LLC 3Y 7Y 1.04% Dentgroup LLC 3Y 0.89% Mayfair Advisory Group, LLC 3Y 0.7% New Insight Wealth Advisors 0.41% DAHRING | CUSMANO LLC 0.38% Investmark Advisory Group LLC 3Y 0.32% Elevation Wealth Management LLC 0.31% Whipplewood Advisors, LLC 0.3%
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