FSMD FIDELITY COVINGTON TRUST

Ownership history in Systelligence, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Systelligence, LLC reported a position in FIDELITY COVINGTON TRUST (FSMD). 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
4.0% (2024 Q4)
Avg. % of fund
3.19%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 258,345 -152,942 -37.2% 2.16% $11.4M $43.89
2025 Q2 ADDED 411,287 +15,844 +4.0% 3.15% $17.1M $41.19
2025 Q1 ADDED 395,443 +1,350 +0.3% 3.72% $15.5M $38.76
2024 Q4 ADDED 394,093 +110,174 +38.8% 4.00% $16.2M $40.60
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FSMD price (monthly, adj. close)
← Back to Systelligence, LLC Holdings