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Fidelity Covington Trust shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Fidelity Covington Trust (FELC) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 30k 38.17
2025-06-30 $1.1M 32k 34.49

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Sei Exchange Traded Funds Select Small Cap (SEIS)
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View all positions for Summit Wealth Group Llc / Co

Top funds holding Fidelity Covington Trust

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

View all funds holding Fidelity Covington Trust