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Fidelity Covington Trust shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Sax 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 85k 37.27
2025-06-30 $2.3M 66k 34.49
2024-12-31 $1.4M 44k 32.93

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Internatnal Val (DFIV)
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Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
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View all positions for Sax Wealth Advisors

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