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Fidelity Covington Trust shares owned by Castleview Partners

Quarter-by-quarter ownership of Fidelity Covington Trust (FELG) shares owned by Castleview Partners from 13F filings

Historical chart of Castleview Partners investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Castleview Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Castleview Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 65k 41.12
2025-06-30 $3.4M 92k 37.03

More positions owned by Castleview Partners

Valued Advisers Tr Regan Fltg Rate (MBSF)
Apple (AAPL)
Advisor Managed Portfolios Regan Fixed Rate (MBSX)
ConocoPhillips (COP)
Home Depot (HD)
Managed Portfolio Series Leuthold Select (LST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Bristol Myers Squibb (BMY)
Amgen (AMGN)
Fidelity Covington Trust High Divid Etf (FDVV)
Proshares Tr Pshs Ultra Qqq (QLD)
Vaneck Merk Gold Etf Gold Shs (OUNZ)

View all positions for Castleview Partners

Top funds holding Fidelity Covington Trust

Vantagepoint Investment Advisers
Envestnet Asset Management
Mml Investors Services
Commonwealth Equity Services
LPL Financial
Equitable Holdings
Raymond James Financial
Independence Financial Advisors
Spectrum Investment Advisors
Advisor Group Holdings
Kestra Advisory Services
Thrivent Financial for Lutherans
Cambridge Investment Research Advisors
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers

View all funds holding Fidelity Covington Trust