JFS Wealth Advisors »

Fidelity Covington Trust shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by JFS 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $22k 661 33.55
2025-06-30 $21k 661 31.79
2025-03-31 $20k 661 30.76
2024-12-31 $20k 661 30.49

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)

View all positions for JFS 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