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FCPIFCPI
2 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in FIDELITY COVINGTON TRUST

Integrated Wealth Concepts LLC holds 5,040 shares of FCPI (FIDELITY COVINGTON TRUST), worth $275,310 as of 2026-Q2. The position was increased (+15.5% shares). FCPI represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$275,310

Current Shares

5,040

Total Value Change

+$60,735

Total Shares Change

+675

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5,040
+15.5%
$275,3100.0%$54.62
27
2026-Q1
New
4,365
-
$214,5750.0%$50.99
32

Other major holders of FCPI: Rockefeller Capital Management L.P., Sanctuary Advisors, LLC

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