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Fidelity Covington Trust shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth Management investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Modera 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $326k 11k 30.96
2024-06-30 $300k 11k 28.56
2024-03-31 $307k 11k 29.20
2023-12-31 $282k 11k 26.85

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View all positions for Modera Wealth Management

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