SEC 13F Intelligence

Goodwin Investment Advisory / FBCG

Goodwin Investment Advisory’s Fidelity Covington Trust Position

Does Goodwin Investment Advisory own Fidelity Covington Trust (FBCG)? Yes836.8K shares worth $42M (+49.93% of its 13F portfolio) as of Q1 2026, down from 877.4K shares the prior filed quarter.

Position Value
$42M
Q1 2026
Shares
836.8K
% of Portfolio
+49.93%
Quarters Held
17
currently held

Position History FBCG

Reported value by quarter
Q1 ’22: $52,000Q1 ’22Q2 ’22: $37,576Q3 ’22: $37,000Q4 ’22: $43MQ4 ’22Q1 ’23: $53MQ2 ’23: $54MQ3 ’23: $53MQ3 ’23Q4 ’23: $59MQ1 ’24: $70MQ2 ’24: $74MQ2 ’24Q3 ’24: $76MQ4 ’24: $78MQ1 ’25: $26MQ1 ’25Q2 ’25: $45MQ3 ’25: $52MQ4 ’25: $48MQ4 ’25Q1 ’26: $42Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026836.8K$42M+49.93%
Q4 2025877.4K$48M+52.82%
Q3 2025961.8K$52M+55.34%
Q2 2025938.0K$45M+52.25%
Q1 2025641.7K$26M+39.84%
Q4 20241.68M$78M+40.69%
Q3 20241.77M$76M+32.79%
Q2 20241.74M$74M+33.81%
Q1 20241.83M$70M+33.22%
Q4 20231.78M$59M+30.88%
Q3 20231.82M$53M+31.17%
Q2 20231.80M$54M+31.28%
Q1 20232.07M$53M+34.29%
Q4 20222.02M$43M+30.26%
Q3 20221.7K$37,000+0.03%
Q2 20221.7K$37,576+0.03%
Q1 20221.7K$52,000+0.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Goodwin Investment Advisory’s full portfolio or all institutional holders of FBCG.