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Fidelity Covington Trust shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.6M 209k 36.58
2025-09-30 $66k 1.9k 35.28
2025-06-30 $13k 384 33.26
2025-03-31 $11k 384 29.76

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View all positions for EverSource Wealth Advisors

Top funds holding Fidelity Covington Trust

FMR
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Commonwealth Equity Services
Syntegra Private Wealth Group
Kestra Advisory Services
LPL Financial
Fragasso
Raymond James Financial
Thrivent Financial for Lutherans
Advisor Group Holdings
Cornerstone Planning Group
Orrstown Financial Services
Ameriprise Financial
Kfg Wealth Management

View all funds holding Fidelity Covington Trust