Back to Lido Advisors, LLC

FIDU
Showing 8 of 30 quarters

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

Lido Advisors, LLC holds 1.7M shares of FIDU (FIDELITY COVINGTON TRUST), worth $150.4M as of 2026-Q1. The position was decreased (-0.0% shares). FIDU represents 0.5% of Lido Advisors, LLC's portfolio.

Current Value

$150.4M

Current Shares

1.7M

Total Value Change

+$53M

Total Shares Change

+248,831

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
2024-Q2
Increased
1.5M
+3.8%
$97.3M0.5%$64.10
44

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used