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FESMFESM
3 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in FIDELITY COVINGTON TRUST

Dynasty Wealth Management, LLC holds 1.8M shares of FESM (FIDELITY COVINGTON TRUST), worth $87.2M as of 2026-Q2. The position was decreased (-0.3% shares). FESM represents 0.6% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$87.2M

Current Shares

1.8M

Total Value Change

+$19.9M

Total Shares Change

+25,152

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.8M
-0.3%
$87.2M0.6%$48.29
0
2026-Q1
Increased
1.8M
+1.7%
$68.8M0.6%$39.67
42
2025-Q4
New
1.8M
-
$67.3M0.7%$38.07
58

Other major holders of FESM: FMR LLC

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