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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
2024-03-31 $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)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard World Health Car Etf (VHT)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Exponential Tech (XT)
Fidelity Covington Trust Enhanced Large (FELV)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
NVIDIA Corporation (NVDA)
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
Lincoln National
Kestra Advisory Services
Royal Bank of Canada
J.w. Cole Advisors
Processus Wealth & Capital Management
Advisor Group Holdings
Baird Financial
Essex Private Wealth Management
Cambridge Investment Research Advisors
Essex Financial Services
Wagner Bowman Management
Larson Financial Group
Jane Street
CRA Financial Services

View all funds holding Fidelity Covington Trust