Fidelity Covington Trust shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Fidelity Covington Trust (FELG) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Fidelity Covington Trust
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Quarterly reported holdings in Fidelity Covington Trust by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $225k | 6.1k | 37.03 |
| 2025-03-31 | $113k | 3.6k | 31.50 |
| 2024-12-31 | $129k | 3.7k | 35.36 |
| 2024-09-30 | $127k | 3.8k | 33.18 |
| 2024-06-30 | $133k | 4.1k | 32.26 |
| 2024-03-31 | $122k | 4.1k | 29.55 |
| 2023-12-31 | $521k | 20k | 26.23 |