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Showing 8 of 31 quarters

Position history for Lido Advisors, LLCLido Advisors, LLC's holdings in FIDELITY COVINGTON TRUST

Lido Advisors, LLC holds 1.7M shares of FIDU (FIDELITY COVINGTON TRUST), worth $166.5M as of 2026-Q2. The position was decreased (-3.8% shares). FIDU represents 0.5% of Lido Advisors, LLC's portfolio.

Current Value

$166.5M

Current Shares

1.7M

Total Value Change

+$59.3M

Total Shares Change

+186,596

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.7M
-3.8%
$166.5M0.5%$99.61
0
2026-Q1
Decreased
1.7M
-0.0%
$150.4M0.5%$93.78
0
2025-Q4
Increased
1.7M
+0.1%
$142.5M0.4%$83.23
36
2025-Q3
Increased
1.7M
+1.9%
$142.3M0.4%$81.03
37
2025-Q2
Increased
1.7M
+7.9%
$132.1M0.5%$76.91
46
2025-Q1
Increased
1.6M
+3.2%
$108.1M0.5%$67.65
37
2024-Q4
Increased
1.5M
+3.0%
$107.6M0.5%$69.58
37
2024-Q3
Decreased
1.5M
-0.3%
$107.2M0.5%$70.74
0

Other major holders of FIDU: AE Wealth Management LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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