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Fidelity Covington Trust shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Fidelity Covington Trust (FBOT) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $23k 583 39.60

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Ishares Tr Eafe Grwth Etf (EFG)
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
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Ishares Tr Rus Md Cp Gr Etf (IWP)
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Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Fidelity Covington Trust

FMR
National Bank Of Canada /fi/
FSM Wealth Advisors
Envestnet Asset Management
AE Wealth Management
LPL Financial
Branch Banking & Trust Company
Steel Peak Wealth Management
Cetera Investment Advisers
POM Investment Strategies
Farther Finance Advisors
Commonwealth Equity Services
Kovack Advisors
Flow Traders US
Jane Street

View all funds holding Fidelity Covington Trust