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Fidelity Covington Trust shares owned by Carolinas Wealth Consulting

Quarter-by-quarter ownership of Fidelity Covington Trust (FDTX) shares owned by Carolinas Wealth Consulting from 13F filings

Historical chart of Carolinas Wealth Consulting investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by Carolinas Wealth Consulting

Quarter filed Position value Share count Share price at filing
2024-09-30 $28k 849 32.55
2024-06-30 $20k 598 33.31
2024-03-31 $10k 312 31.94

More positions owned by Carolinas Wealth Consulting

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Ishares Tr Rus 2000 Val Etf (IWN)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Carolinas Wealth Consulting

Top funds holding Fidelity Covington Trust

Jane Street
Buska Wealth Management
Cambridge Investment Research Advisors
Kovack Advisors
Harbour Investments
IFP Advisors
Carolinas Wealth Consulting
Pathway Financial Advisers
Parallel Advisors
Advisor Group Holdings
Central Pacific Bank - Trust Division

View all funds holding Fidelity Covington Trust