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Fidelity Covington Trust shares owned by Prepared Retirement Institute

Quarter-by-quarter ownership of Fidelity Covington Trust (FELG) shares owned by Prepared Retirement Institute from 13F filings

Historical chart of Prepared Retirement Institute investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Prepared Retirement Institute consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Prepared Retirement Institute

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 369k 41.12
2025-06-30 $8.9M 239k 37.03
2025-03-31 $4.6M 146k 31.50

More positions owned by Prepared Retirement Institute

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Covington Trust Enhanced Large (FELG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Cmbs Etf (CMBS)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Faln Angls Usd (FALN)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Trust For Professional Man Crossingbrdg Pre (SPC)

View all positions for Prepared Retirement Institute

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