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Fidelity Covington Trust shares owned by Private Ocean

Quarter-by-quarter ownership of Fidelity Covington Trust (FELV) shares owned by Private Ocean from 13F filings

Historical chart of Private Ocean investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Private Ocean consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $65k 2.2k 29.20

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SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
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iShares MSCI USA Quality Factor ETF Etf (QUAL)
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iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

Top funds holding Fidelity Covington Trust

Commonwealth Equity Services
Lincoln National
Kestra Advisory Services
Royal Bank of Canada
J.w. Cole Advisors
Processus Wealth & Capital Management
Advisor Group Holdings
Baird Financial
Essex Private Wealth Management
Cambridge Investment Research Advisors
Essex Financial Services
Wagner Bowman Management
Larson Financial Group
Jane Street
CRA Financial Services

View all funds holding Fidelity Covington Trust