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Fidelity Covington Trust shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth Partners investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.1k 251 32.13
2024-06-30 $7.7k 251 30.56
2024-03-31 $56k 1.9k 29.50
2023-12-31 $50k 1.9k 26.58

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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
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Wisdomtree Tr Us Midcap Divid (DON)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for Concord Wealth Partners

Top funds holding Fidelity Covington Trust

Commonwealth Equity Services
Kfg Wealth Management
Northwestern Mutual Wealth Management Company
Jpmorgan Chase & Co
Envestnet Asset Management
Raymond James & Associates
LPL Financial
Advisor Group Holdings
H D Vest Advisory Services
Colony
Able Wealth Management
Financial Partners Group
Kestra Advisory Services
Renaissance Technologies
KPP Advisory Services

View all funds holding Fidelity Covington Trust