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Fidelity Covington Trust shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Fidelity Covington Trust (FENI) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $32M 786k 40.13
2026-03-31 $369k 9.9k 37.20
2025-12-31 $458k 13k 36.58

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View all positions for Beacon Pointe Advisors

Top funds holding Fidelity Covington Trust

FMR
Northwestern Mutual Wealth Management Company
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Advisor Group Holdings
Commonwealth Equity Services
Ameriprise Financial
Raymond James Financial
Cetera Investment Advisers
Bank of America Corporation
Kestra Advisory Services
Syntegra Private Wealth Group
Morgan Stanley
Royal Bank of Canada

View all funds holding Fidelity Covington Trust