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Fidelity Covington Trust shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Fidelity Covington Trust (FENI) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $11M 344k 33.26
2025-03-31 $3.3M 111k 29.76
2024-12-31 $353k 13k 27.53

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View all positions for Congress Wealth Management LLC / DE /

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