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Fidelity Covington Trust shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Fidelity Covington Trust (FBOT) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $16k 523 29.98
2025-03-31 $14k 523 25.97
2024-12-31 $15k 523 28.23

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Top funds holding Fidelity Covington Trust

FMR
National Bank Of Canada /fi/
Jane Street
Envestnet Asset Management
Flow Traders US
Branch Banking & Trust Company
FSM Wealth Advisors
Mml Investors Services
AE Wealth Management
Advisor Group Holdings
UBS Group
Farther Finance Advisors
Commonwealth Equity Services
LPL Financial
Kovack Advisors

View all funds holding Fidelity Covington Trust