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Fidelity Covington Trust shares owned by Kiely Wealth Advisory Group

Quarter-by-quarter ownership of Fidelity Covington Trust (FELC) shares owned by Kiely Wealth Advisory Group from 13F filings

Historical chart of Kiely Wealth Advisory Group investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $136k 4.0k 33.79
2024-09-30 $136k 4.0k 33.70
2024-06-30 $119k 4.0k 29.61
2024-03-31 $115k 4.0k 28.70
2023-12-31 $109k 4.0k 27.40

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Invsc S P 500 Equal Weight Etf Iv Etf (RSP)
Vanguard Mid Cap Etf Etf (VO)
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)
Ishares High Yield Corporat Bond Etf Etf (SHYG)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Bondetf Etf (BSV)
Vanguard Russell 2000 Etf Etf (VTWO)
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)
Microsoft Corp Equity (MSFT)
Vanguard S&p 500 Value Etf Etf (VOOV)
Wisdomtree Us Midcap Dividend Etf Etf (DON)
Vanguard Short Term Treasury Etf Etf (VGSH)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)

View all positions for Kiely Wealth Advisory Group

Top funds holding Fidelity Covington Trust

FMR
Fragasso
Commonwealth Equity Services
Kfg Wealth Management
LPL Financial
EdgeRock Capital
HighTower Advisors
Advisor Group Holdings
Two Sigma Investments
Goss Wealth Management
Kestra Advisory Services
Northwestern Mutual Wealth Management Company
Jpmorgan Chase & Co
Raymond James Financial
Envestnet Asset Management

View all funds holding Fidelity Covington Trust