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Fidelity Covington Trust shares owned by Essex Private Wealth Management

Quarter-by-quarter ownership of Fidelity Covington Trust (FELV) shares owned by Essex Private Wealth Management from 13F filings

Historical chart of Essex Private Wealth Management investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by Essex Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 58k 30.96
2024-06-30 $1.7M 58k 28.56
2024-03-31 $1.7M 59k 29.20
2023-12-31 $1.6M 58k 26.85

More positions owned by Essex Private Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard World Health Car Etf (VHT)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Exponential Tech (XT)
Fidelity Covington Trust Enhanced Large (FELV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Value Etf (VTV)

View all positions for Essex Private Wealth Management

Top funds holding Fidelity Covington Trust

Commonwealth Equity Services
Sowa Financial Group
Kestra Advisory Services
LPL Financial
Advisor Group Holdings
J.w. Cole Advisors
Susquehanna International
Processus Wealth & Capital Management
Cambridge Investment Research Advisors
Envestnet Asset Management
Colony
Essex Private Wealth Management
Essex Financial Services
Wagner Bowman Management
Vestia Personal Wealth Advisors

View all funds holding Fidelity Covington Trust