FCPI β€” FIDELITY COVINGTON TRUST

Ownership history in Sanctuary Advisors, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Sanctuary Advisors, LLC reported a position in FIDELITY COVINGTON TRUST (FCPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.05% (2025 Q4)
πŸ“Š Avg. % of fund
0.05%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    FCPI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 193,951 β€” β€” 0.05% $9.6M $49.28

🏒 Other funds also holding FCPI

As of 2025 Q4 β€” sorted by position size

WEALTHGARDEN F.S. LLC 0.36% Atria Investments, Inc 3Y 7Y 0.1% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.09% Newbridge Financial Services Group, Inc. 3Y 0.05% GTS SECURITIES LLC 0.05% Integrated Advisors Network LLC 3Y 0.05% XML Financial, LLC 3Y 0.02% Concord Wealth Partners 3Y 0.02% Cornerstone Wealth Group, LLC 3Y 0.01% Compound Planning, Inc. 0.01%
← Back to Sanctuary Advisors, LLC Holdings