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Position history for LPL Financial LLCLPL Financial LLC's holdings in FIDELITY COVINGTON TRUST

LPL Financial LLC holds 285,843 shares of FIDU (FIDELITY COVINGTON TRUST), worth $28.5M as of 2026-Q2. The position was increased (+3.9% shares). FIDU represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$28.5M

Current Shares

285,843

Total Value Change

+$21.7M

Total Shares Change

+191,488

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
285,843
+3.9%
$28.5M0.0%$99.61
30
2026-Q1
Increased
275,115
+24.9%
$23.8M0.0%$93.78
35
2025-Q4
Decreased
220,278
-12.3%
$18.2M0.0%$83.23
0
2025-Q3
Increased
251,110
+38.2%
$20.6M0.0%$81.03
37
2025-Q2
Increased
181,712
+1.9%
$14.1M0.0%$76.91
29
2025-Q1
Increased
178,344
+20.4%
$12.2M0.0%$67.65
33
2024-Q4
Increased
148,168
+57.0%
$10.4M0.0%$69.58
39
2024-Q3
Increased
94,355
+4.6%
$6.8M0.0%$70.74
29

Other major holders of FIDU: Lido Advisors, LLC, AE Wealth Management LLC

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