Question 1

How many shares of FDLO does STIFEL FINANCIAL CORP own?

Accepted Answer

As of 2026-Q2, STIFEL FINANCIAL CORP holds 60,738 shares of FDLO (FIDELITY COVINGTON TRUST).

Question 2

What is STIFEL FINANCIAL CORP's FDLO position worth?

Accepted Answer

As of 2026-Q2, STIFEL FINANCIAL CORP's FDLO position is worth $4.2M.

Question 3

Is STIFEL FINANCIAL CORP buying or selling FDLO?

Accepted Answer

In 2026-Q2, STIFEL FINANCIAL CORP increased their FDLO position (+2.6% change in shares).

Question 4

When did STIFEL FINANCIAL CORP first buy FDLO?

Accepted Answer

Based on available 13F filings, STIFEL FINANCIAL CORP first reported a position in FDLO in 2023-Q3. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	60,738	+2.6%	$4.2M	0.0%	$68.34	27
2026-Q1	Increased	59,184	+2.9%	$3.8M	0.0%	$67.91	27
2025-Q4	Increased	57,532	+11.3%	$3.8M	0.0%	$67.24	30
2025-Q3	Increased	51,683	+4.1%	$3.4M	0.0%	$65.35	28
2025-Q2	Increased	49,645	+4.4%	$3.1M	0.0%	$61.90	28
2025-Q1	Increased	47,556	+9.1%	$2.9M	0.0%	$59.51	29
2024-Q4	Increased	43,592	+30.5%	$2.6M	0.0%	$59.72	33
2024-Q3	Increased	33,408	+19.0%	$2M	0.0%	$59.91	31
2024-Q2	Increased	28,067	+36.8%	$1.6M	0.0%	$55.83	33
2024-Q1	Increased	20,511	+64.9%	$1.2M	0.0%	$54.80	37
2023-Q4	Increased	12,439	+173.3%	$658,892	0.0%	$51.45	40
2023-Q3	New	4,552	-	$221,362	0.0%	$47.10	32

FDLO12 quarters

FDLO
12 quarters