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Fidelity Covington Trust shares owned by Core Wealth Advisors

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

Historical chart of Core Wealth Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 523k 35.28
2025-06-30 $17M 517k 33.26
2025-03-31 $15M 515k 29.76

More positions owned by Core Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Diversifid Crp (KORP)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)

View all positions for Core Wealth 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