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Fidelity Covington Trust shares owned by HPM Partners

Quarter-by-quarter ownership of Fidelity Covington Trust (FELV) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by HPM Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $410k 12k 34.66
2025-06-30 $213k 6.7k 31.77

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
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Ishares Tr Core Msci Eafe (IEFA)
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Ishares Tr Core Us Aggbd Et (AGG)
Eli Lilly & Co. (LLY)

View all positions for HPM Partners

Top funds holding Fidelity Covington Trust

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

View all funds holding Fidelity Covington Trust