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Fidelity Covington Trust shares owned by Creative Planning

Quarter-by-quarter ownership of Fidelity Covington Trust (FENI) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $315k 10k 30.28
2024-06-30 $236k 8.3k 28.34
2024-03-31 $241k 8.4k 28.55
2023-12-31 $217k 8.2k 26.50

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Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
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Vanguard Index Fds Mid Cap Etf (VO)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Fidelity Covington Trust

Fragasso
Commonwealth Equity Services
Kfg Wealth Management
AlphaStar Capital Management
Jane Street
Orrstown Financial Services
Gerber
Kestra Advisory Services
Advantage Trust
Farmers & Merchants Trust Co of Chambersburg PA
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
LPL Financial
Kmg Fiduciary Partners
Captrust Financial Advisors

View all funds holding Fidelity Covington Trust