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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in FIDELITY COVINGTON TRUST

Steward Partners Investment Advisory, LLC holds 75,990 shares of FMAT (FIDELITY COVINGTON TRUST), worth $4.4M as of 2026-Q2. The position was increased (+16.0% shares). FMAT represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$4.4M

Current Shares

75,990

Total Value Change

+$4.4M

Total Shares Change

+75,439

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
75,990
+16.0%
$4.4M0.0%$58.51
31
2026-Q1
Increased
65,533
+6.3%
$3.8M0.0%$60.61
28
2025-Q4
Increased
61,671
+1.2%
$3.3M0.0%$53.61
27
2025-Q3
Increased
60,939
+10.3%
$3.2M0.0%$51.78
29
2025-Q2
Increased
55,263
+238x
$2.8M0.0%$49.47
42
2025-Q1
Decreased
231
-58.1%
$11,1430.0%$47.35
0
2024-Q4
Increased
552
+0.2%
$26,6140.0%$47.11
19
2024-Q3
Increased
551
+0.2%
$29,8580.0%$53.29
19

Other major holders of FMAT: AE Wealth Management LLC

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