Position history for Dynasty Wealth Management, LLC's holdings in FIDELITY COVINGTON TRUST
Dynasty Wealth Management, LLC holds 1.7M shares of FDVV (FIDELITY COVINGTON TRUST), worth $95.3M as of 2026-Q1. The position was increased (+120.6% shares). FDVV represents 0.8% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$95.3M
Current Shares
1.7M
Total Value Change
+$65.9M
Total Shares Change
+1.1M
Other major holders of FDVV: Kestra Advisory Services, LLC, LPL Financial LLC
Increased |
| 1.7M |
+120.6% |
| $95.3M |
| 0.8% |
| $58.21 |
68 |
| 2025-Q4 | Increased | 781,642 | +12.8% | $44.3M | 0.4% | $57.05 | 39 |
| 2025-Q3 | Increased | 692,656 | +23.4% | $38.6M | 0.5% | $55.14 | 50 |
| 2025-Q2 | Decreased | 561,496 | -5.0% | $29.2M | 0.5% | $51.13 | 0 |
| 2025-Q1 | New | 591,064 | - | $29.3M | 0.5% | $48.02 | 48 |