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Fidelity Covington Trust shares owned by Forbes Financial Planning

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

Historical chart of Forbes Financial Planning investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.6M 241k 35.58
2025-06-30 $7.8M 233k 33.26
2025-03-31 $1.7M 56k 29.76
2024-12-31 $544k 20k 27.53

More positions owned by Forbes Financial Planning

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Index Fds Value Etf (VTV)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Covington Trust Blue Chip Grwth (FBCG)

View all positions for Forbes Financial Planning

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