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Fidelity Covington Trust shares owned by Dougherty Wealth Advisers

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

Historical chart of Dougherty Wealth Advisers investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by Dougherty Wealth Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.9M 213k 37.20

More positions owned by Dougherty Wealth Advisers

Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Vanguard Mid-cap Value Etf Etf (VOE)
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Fidelity Enhanced International Etf Etf (FENI)
Apple Stock (AAPL)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares S&p 100 Etf Etf (OEF)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Jpmorgan Chase & Co Stock (JPM)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Dougherty Wealth Advisers

Top funds holding Fidelity Covington Trust

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

View all funds holding Fidelity Covington Trust