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Fidelity Covington Trust shares owned by FSM Wealth Advisors

Quarter-by-quarter ownership of Fidelity Covington Trust (FBOT) shares owned by FSM Wealth Advisors from 13F filings

Historical chart of FSM Wealth Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by FSM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 48k 32.75
2025-06-30 $1.4M 48k 30.00

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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
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View all positions for FSM Wealth Advisors

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