SEC 13F Intelligence

Wise Wealth Partners / FDVV

Wise Wealth Partners’s Fidelity Covington Trust Position

Does Wise Wealth Partners own Fidelity Covington Trust (FDVV)? Not currently — the last reported position was 42.8K shares worth $2M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2025
Shares
42.8K
% of Portfolio
+5.08%
Quarters Held
2
position exited

Position History FDVV

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202542.8K$2M+5.08%
Q4 202446.8K$2M+5.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wise Wealth Partners’s full portfolio or all institutional holders of FDVV.