Bestgate Wealth Advisors »

Fidelity Covington Trust shares owned by Bestgate Wealth Advisors

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

Historical chart of Bestgate Wealth Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity Covington Trust by Bestgate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $364k 11k 33.53
2025-06-30 $334k 11k 30.74
2025-03-31 $334k 11k 30.74

More positions owned by Bestgate Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)

View all positions for Bestgate Wealth 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