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Fidelity Covington Trust shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth Management investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $620k 17k 37.27
2025-06-30 $573k 17k 34.49
2025-03-31 $518k 17k 31.19

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Ishares Tr Rus 1000 Grw Etf (IWF)
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View all positions for Modera Wealth Management

Top funds holding Fidelity Covington Trust

FMR
Fragasso
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LPL Financial
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HighTower Advisors
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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