Question 1

How many shares of FDLO does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 9,272 shares of FDLO (FIDELITY COVINGTON TRUST).

Question 2

What is Steward Partners Investment Advisory, LLC's FDLO position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's FDLO position is worth $633,602.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling FDLO?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their FDLO position (+8.9% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy FDLO?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in FDLO in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	9,272	+8.9%	$633,602	0.0%	$68.34	27
2026-Q1	Increased	8,515	+9.4%	$549,984	0.0%	$67.91	27
2025-Q4	Increased	7,782	+35.3%	$519,449	0.0%	$67.24	31
2025-Q3	Increased	5,750	+42.5%	$378,753	0.0%	$65.35	32
2025-Q2	Decreased	4,035	-5.8%	$253,398	0.0%	$61.90	0
2025-Q1	Increased	4,283	+16.4%	$259,635	0.0%	$59.51	27
2024-Q4	Unchanged	3,680	0.0%	$222,971	0.0%	$59.72	0
2024-Q3	Increased	3,680	+8.1%	$225,768	0.0%	$59.91	25
2024-Q2	Decreased	3,403	-16.6%	$194,107	0.0%	$55.83	0
2024-Q1	Increased	4,083	+1.4%	$229,383	0.0%	$54.80	23
2023-Q4	Decreased	4,025	-13.9%	$213,204	0.0%	$51.45	0
2023-Q3	Unchanged	4,677	0.0%	$227,443	0.0%	$47.10	0
2023-Q2	Decreased	4,677	-2.5%	$234,364	0.0%	$47.83	0
2023-Q1	Decreased	4,795	-0.5%	$227,667	0.0%	$45.11	0
2022-Q4	Decreased	4,820	-2.9%	$222,588	0.0%	$44.21	0
2022-Q3	Decreased	4,965	-0.8%	$208,000	0.0%	$40.55	0
2022-Q2	Decreased	5,005	-6.5%	$223,000	0.0%	$42.54	0
2022-Q1	Decreased	5,355	-6.2%	$268,000	0.0%	$47.86	0
2021-Q4	Unchanged	5,711	0.0%	$299,000	0.0%	$49.39	0
2021-Q3	Decreased	5,711	-0.8%	$271,000	0.0%	$45.32	0
2021-Q2	Decreased	5,758	-53.2%	$271,000	0.0%	$44.29	0
2021-Q1	Increased	12,296	+82.5%	$269.9M	0.0%	$40.98	48
2020-Q4	Decreased	6,738	-1.3%	$288,000	0.0%	$39.62	0
2020-Q3	Increased	6,829	+4.4%	$270,000	0.0%	$36.51	24
2020-Q2	Increased	6,543	+11.1%	$239,000	0.0%	$33.47	26
2020-Q1	Increased	5,891	+3.3%	$183,000	0.0%	$29.38	23
2019-Q4	Increased	5,701	+1528.9%	$220,000	0.0%	$35.47	37
2019-Q3	Increased	350	+55.6%	$12,000	0.0%	$33.39	25
2019-Q2	New	225	-	$8,000	0.0%	$32.53	23

FDLO29 quarters

FDLO
29 quarters