Efficient Wealth Management »

Fidelity Covington Trust shares owned by Efficient Wealth Management

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

Historical chart of Efficient Wealth Management investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity Covington Trust by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $90k 2.4k 37.86

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Real Estate Etf (VNQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Efficient Wealth Management

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