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Fidelity Covington Trust shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Fidelity Covington Trust (FELV) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $726k 22k 33.53

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Apple (AAPL)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Lennox International (LII)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)

View all positions for Beacon Pointe Advisors

Top funds holding Fidelity Covington Trust

FMR
Commonwealth Equity Services
Independence Financial Advisors
Sowa Financial Group
Advisor Group Holdings
LPL Financial
Christopher Weil & Company
Cetera Investment Advisers
Kestra Advisory Services
Advisory Resource Group
Raymond James Financial
J.w. Cole Advisors
Stratos Wealth Partners
Cambridge Investment Research Advisors
Royal Bank of Canada

View all funds holding Fidelity Covington Trust