Cetera Investment Advisers FDEV — FIDELITY COVINGTON TRUST

Ownership history in Cetera Investment Advisers  ·  10 quarters on record

AI Ownership Summary

Cetera Investment Advisers reported FIDELITY COVINGTON TRUST (FDEV) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2024 Q1. The latest visible filing shows FDEV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FDEV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cetera Investment Advisers's position in FIDELITY COVINGTON TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FDEV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FDEV stock page Cetera Investment Advisers fund profile Cetera Investment Advisers full holdings
How Cetera Investment Advisers held FDEV — position size vs. price
% of Fund (quarterly)    FDEV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 50,983 +15,378 +43.2% 0.00% $1.8M 2026-05-13 $36.61
2025 Q4 ADDED — — — 35,605 +14,592 +69.4% 0.00% $1.2M 2026-02-17 $37.09
2025 Q3 ADDED — — — 21,013 +3,677 +21.2% 0.00% $697K 2025-11-14 $33.13
2025 Q2 REDUCED 81.4% +1.6% ❌ 17,336 -76,019 -81.4% 0.00% $565K 2025-08-08 $31.92
2024 Q3 REDUCED 7.2% -7.0% ✅ 93,355 -7,197 -7.2% 0.01% $2.8M 2024-11-13 $26.79
2024 Q2 REDUCED 15.9% +9.5% ❌ 100,552 -19,044 -15.9% 0.01% $2.7M 2024-08-22 $27.64
2024 Q1 ADDED — — — 119,596 +7,433 +6.6% 0.04% $3.3M 2024-05-15 $26.40
2023 Q4 ADDED — — — 112,163 +11,558 +11.5% 0.02% $3.0M 2024-02-13 $24.52
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FDEV

As of 2026 Q1 — sorted by position size

Apex Wealth Management, LLC 2.31% Elm3 Financial Group, LLC 1.15% RCS Financial Planning, LLC 3Y 0.48% ShoreHaven Wealth Partners, LLC 3Y 0.1% FINANCIAL MANAGEMENT NETWORK INC 3Y 0.06% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.03% Cornerstone Planning Group LLC 3Y 0.01% Kestra Advisory Services, LLC 3Y 0.01% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.01% TWIN PEAKS WEALTH ADVISORS, LLC 0.01%

FAQ About Cetera Investment Advisers and FDEV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cetera Investment Advisers reported owning FDEV?

Cetera Investment Advisers reported FDEV across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FDEV position in Cetera Investment Advisers's portfolio?

The largest reported portfolio weight for FDEV was 0.04% in 2024 Q1.

What is the latest reported FDEV position on this page?

The most recent filing on this page is 2026 Q1, when Cetera Investment Advisers reported 50,983 shares, equal to 0.00% of portfolio, with an estimated market value of $1.8M.

What does the chart on this FDEV ownership page compare?

The chart compares Cetera Investment Advisers's quarterly FDEV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cetera Investment Advisers time their FDEV position?

Based on 13F filing dates vs. subsequent FDEV price moves, Cetera Investment Advisers correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on FDEV relative to SPY over the holding period was -10.5%.

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