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
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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 |
|---|---|---|---|
| 2025-06-30 | $151k | 4.4k | 34.49 |
| 2025-03-31 | $130k | 4.2k | 31.19 |
| 2024-12-31 | $200k | 6.1k | 32.93 |
| 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 |