LPL Financial »

Fidelity Covington Trust shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0M 257k 30.96
2024-06-30 $1.8M 61k 28.56
2024-03-31 $1.5M 52k 29.20

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

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