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Fidelity Covington Trust shares owned by Rise Advisors

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

Historical chart of Rise Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by Rise Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $123k 4.0k 30.96
2024-06-30 $113k 4.0k 28.56
2024-03-31 $115k 3.9k 29.20

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Vanguard Value Etf 0 (VTV)
Vanguard Growth Etf 0 (VUG)
Dimensional Core Fixed Income Etf 0 (DFCF)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Dimensional U.s. Targeted Value Etf 0 (DFAT)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE)
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Microsoft Corp 0 (MSFT)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Amazon 0 (AMZN)
Alphabet Inc Cap Stk Cl C 0 (GOOG)

View all positions for Rise 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