Question 1

How many shares of FVAL does Dynasty Wealth Management, LLC own?

Accepted Answer

Dynasty Wealth Management, LLC previously held 0 shares of FVAL (FIDELITY COVINGTON TRUST) before exiting the position in 2025-Q3.

Question 2

What is Dynasty Wealth Management, LLC's FVAL position worth?

Accepted Answer

Dynasty Wealth Management, LLC's FVAL position was last reported at $0 in 2025-Q3 before the exit.

Question 3

Is Dynasty Wealth Management, LLC buying or selling FVAL?

Accepted Answer

In 2025-Q3, Dynasty Wealth Management, LLC exited their FVAL position entirely (-100.0% change in shares).

Question 4

When did Dynasty Wealth Management, LLC first buy FVAL?

Accepted Answer

Based on available 13F filings, Dynasty Wealth Management, LLC first reported a position in FVAL in 2024-Q3. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$68.33	0
2025-Q2	Increased	4,895	+0.6%	$312,661	0.0%	$63.01	24
2025-Q1	Decreased	4,868	-99.8%	$290,105	0.0%	$58.45	0
2024-Q4	Decreased	2M	-43.0%	$125.6M	2.2%	$60.76	0
2024-Q3	Increased	3.6M	+7018.4%	$297.2M	9.0%	$59.08	97

FVALShowing 5 of 6 quarters

FVAL
Showing 5 of 6 quarters