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Fidelity Covington Trust shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Fidelity Covington Trust (FELG) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Summit Financial 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 Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $440k 11k 41.70

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPBO)
Pimco Etf Tr Ultra Short Govt (BILZ)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Fidelity Covington Trust Enhanced Mid (FMDE)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Raytheon Technologies Corp (RTX)
Ishares Tr Core S&p Scp Etf (IJR)
Cummins (CMI)
3M Company (MMM)
Valero Energy Corporation (VLO)

View all positions for Summit Financial Wealth Advisors

Top funds holding Fidelity Covington Trust

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

View all funds holding Fidelity Covington Trust