SEC 13F Intelligence

Truefg, LLC / FREL

Truefg, LLC’s Fidelity Covington Trust Position

Does Truefg, LLC own Fidelity Covington Trust (FREL)? Yes691.6K shares worth $19M (+4.93% of its 13F portfolio) as of Q1 2026, up from 666.0K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
691.6K
% of Portfolio
+4.93%
Quarters Held
20
currently held

Position History FREL

Reported value by quarter
Q2 ’21: $9MQ2 ’21Q3 ’21: $11MQ4 ’21: $12MQ1 ’22: $11MQ1 ’22Q2 ’22: $9MQ3 ’22: $9MQ4 ’22: $11MQ4 ’22Q1 ’23: $11MQ2 ’23: $12MQ3 ’23: $11MQ3 ’23Q4 ’23: $14MQ1 ’24: $14MQ2 ’24: $14MQ2 ’24Q3 ’24: $16MQ4 ’24: $15MQ1 ’25: $16MQ1 ’25Q2 ’25: $16MQ3 ’25: $18MQ4 ’25: $18MQ4 ’25Q1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026691.6K$19M+4.93%
Q4 2025666.0K$18M+4.81%
Q3 2025641.4K$18M+4.93%
Q2 2025603.4K$16M+4.85%
Q1 2025587.1K$16M+5.31%
Q4 2024563.6K$15M+4.97%
Q3 2024548.5K$16M+5.28%
Q2 2024561.8K$14M+5.14%
Q1 2024526.9K$14M+5.04%
Q4 2023518.6K$14M+5.47%
Q3 2023482.0K$11M+4.74%
Q2 2023471.0K$12M+5.08%
Q1 2023430.7K$11M+4.84%
Q4 2022426.8K$11M+5.05%
Q3 2022361.2K$9M+4.58%
Q2 2022345.1K$9M+4.79%
Q1 2022344.2K$11M+5.06%
Q4 2021332.4K$12M+5.09%
Q3 2021327.6K$11M+4.83%
Q2 2021293.2K$9M+4.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Truefg, LLC’s full portfolio or all institutional holders of FREL.