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Fidelity Covington Trust shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $421k 13k 32.09
2024-06-30 $404k 13k 30.60
2024-03-31 $490k 17k 29.50
2023-12-31 $343k 13k 26.58

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

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