FTEC FIDELITY COVINGTON TRUST

Ownership history in SOUTHERN CAPITAL ADVISORS, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which SOUTHERN CAPITAL ADVISORS, LLC reported a position in FIDELITY COVINGTON TRUST (FTEC). 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
4.54% (2024 Q2)
Avg. % of fund
3.11%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 40,095 -1,176 -2.8% 4.16% $9.0M $224.67
2025 Q3 REDUCED 41,271 -533 -1.3% 4.30% $9.2M $221.90
2025 Q2 REDUCED 41,804 -161 -0.4% 4.22% $8.2M $196.78
2025 Q1 REDUCED 41,965 -73 -0.2% 3.75% $6.8M $160.71
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FTEC price (monthly, adj. close)
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