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Fidelity Covington Trust shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by EP 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $301k 9.9k 30.28
2024-06-30 $598k 21k 28.34

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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