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Fidelity Covington Trust shares owned by Betterment

Quarter-by-quarter ownership of Fidelity Covington Trust (FELC) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Fidelity Covington Trust

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

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Quarterly reported holdings in Fidelity Covington Trust by Betterment

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 59k 38.18
2025-09-30 $2.0M 52k 37.27
2025-06-30 $1.6M 47k 34.48
2025-03-31 $327k 11k 31.16

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Vanguard Index Fds Mcap Vl Idxvip (VOE)
JP Morgan Ultra Shrt Etf (JPST)

View all positions for Betterment

Top funds holding Fidelity Covington Trust

FMR
Fragasso
Commonwealth Equity Services
Kfg Wealth Management
LPL Financial
EdgeRock Capital
HighTower Advisors
CWM
Advisor Group Holdings
Goss Wealth Management
Northwestern Mutual Wealth Management Company
Two Sigma Investments
Kestra Advisory Services
Jpmorgan Chase & Co
Raymond James Financial

View all funds holding Fidelity Covington Trust