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Fidelity Covington Trust shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted Wealth Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Rooted 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 Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $928k 32k 29.50
2025-06-30 $484k 18k 27.47

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for Rooted Wealth Advisors

Top funds holding Fidelity Covington Trust

SFI Advisors
Advisory Services Network
Commonwealth Equity Services
Advisor Group Holdings
Rooted Wealth Advisors
Jane Street
Kestra Advisory Services
Gwn Securities
WCG Wealth Advisors
Arrowroot Family Office
FMR
Morgan Stanley
Hanson McClain Advisors
Hm Payson & Co

View all funds holding Fidelity Covington Trust