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Fidelity Covington Trust shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $172k 5.3k 32.09
2024-06-30 $162k 5.3k 30.60
2024-03-31 $1.0M 35k 29.50
2023-12-31 $810k 31k 26.58

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View all positions for EP Wealth Advisors

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