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Fidelity Covington Trust shares owned by TrustWell Financial Advisors

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

Historical chart of TrustWell Financial Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by TrustWell Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by TrustWell Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $777k 21k 37.49
2025-12-31 $865k 21k 41.70

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis U S Qual (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Regency Centers Corporation (REG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
First Tr Exchange-traded Nat Gas Etf (FCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Value Etf (VTV)

View all positions for TrustWell Financial Advisors

Top funds holding Fidelity Covington Trust

Vantagepoint Investment Advisers
Wells Fargo & Company
Envestnet Asset Management
Mml Investors Services
Commonwealth Equity Services
LPL Financial
Kestra Advisory Services
Raymond James Financial
Independence Financial Advisors
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
Spectrum Investment Advisors
IAG Wealth Partners
Cambridge Investment Research Advisors

View all funds holding Fidelity Covington Trust