Lifeworks Advisors »

Fidelity Covington Trust shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Lifeworks 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $247k 8.0k 30.96
2024-06-30 $228k 8.0k 28.56
2024-03-31 $233k 8.0k 29.20
2023-12-31 $243k 9.0k 26.85

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Johnson & Johnson (JNJ)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Campbell Soup Company (CPB)
International Business Machines (IBM)
Abbvie (ABBV)

View all positions for Lifeworks Advisors

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
Sunbelt Securities
Essex Financial Services
Wagner Bowman Management

View all funds holding Fidelity Covington Trust