FDEV β€” FIDELITY COVINGTON TRUST

Ownership history in ShoreHaven Wealth Partners, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which ShoreHaven Wealth Partners, 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.09% (2025 Q4)
πŸ“Š Avg. % of fund
0.09%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    FDEV 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 7,396 β€” β€” 0.09% $256K $34.36

🏒 Other funds also holding FDEV

As of 2025 Q4 β€” sorted by position size

Dentgroup LLC 3Y 0.27% High Falls Advisors, Inc 3Y 7Y 0.09% FINANCIAL MANAGEMENT NETWORK INC 3Y 0.06% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.03% Clarity Asset Management, Inc. 0.02% CENTAURUS FINANCIAL, INC. 3Y 7Y 0.01% Cornerstone Planning Group LLC 3Y 0.01% Elyxium Wealth, LLC 0.01% Arkadios Wealth Advisors 3Y 0.01% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.01%
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