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Fidelity Covington Trust shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 374k 35.28
2025-06-30 $11M 316k 33.26
2025-03-31 $1.5M 49k 29.76
2024-12-31 $1.4M 50k 27.53

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View all positions for Concurrent Investment Advisors

Top funds holding Fidelity Covington Trust

FMR
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
LPL Financial
Kestra Advisory Services
Fragasso
Syntegra Private Wealth Group
Raymond James Financial
Wells Fargo & Company
Goldman Sachs Group
Advisor Group Holdings
Cornerstone Planning Group
Orrstown Financial Services
Ameriprise Financial
CGC Financial Services

View all funds holding Fidelity Covington Trust