Fidelity Covington Trust shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Fidelity Covington Trust (FELV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Fidelity Covington Trust
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Quarterly reported holdings in Fidelity Covington Trust by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $206k | 5.1k | 40.09 |
| 2025-03-31 | $166k | 5.4k | 30.74 |
| 2024-12-31 | $163k | 5.4k | 30.47 |
| 2024-09-30 | $404k | 13k | 30.96 |
| 2024-06-30 | $597k | 21k | 28.56 |
| 2024-03-31 | $126k | 4.3k | 29.20 |
| 2023-12-31 | $113k | 4.2k | 26.85 |