Back to Farther Finance Advisors, LLC Farther Finance Advisors, LLC

FVALFVAL
11 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in FIDELITY COVINGTON TRUST

Farther Finance Advisors, LLC holds 39,278 shares of FVAL (FIDELITY COVINGTON TRUST), worth $3.1M as of 2026-Q2. The position was increased (+1.0% shares). FVAL represents 0.0% of Farther Finance Advisors, LLC's portfolio.

Current Value

$3.1M

Current Shares

39,278

Total Value Change

+$3.1M

Total Shares Change

+39,246

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
39,278
+1.0%
$3.1M0.0%$77.93
27
2026-Q1
Increased
38,895
+127.5%
$2.7M0.0%$72.46
42
2025-Q4
Increased
17,100
+200.4%
$1.2M0.0%$72.89
41
2025-Q3
Increased
5,692
+37.1%
$391,9830.0%$68.33
31
2025-Q2
Increased
4,152
+4672.4%
$265,1880.0%$63.01
37
2025-Q1
Increased
87
+171.9%
$5,1960.0%$58.45
24
2024-Q4
Unchanged
32
0.0%
$1,9690.0%$60.76
0
2024-Q3
Unchanged
32
0.0%
$1,9390.0%$59.08
0
2024-Q2
Unchanged
32
0.0%
$1,8460.0%$56.13
0
2024-Q1
Unchanged
32
0.0%
$1,8200.0%$55.37
0
2023-Q4
New
32
-
$1,6960.0%$51.20
15

Other major holders of FVAL: Dynasty Wealth Management, LLC, ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO, FMR LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used