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Fidelity Covington Trust shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 65k 36.58

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

Top funds holding Fidelity Covington Trust

FMR
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Wells Fargo & Company
Advisor Group Holdings
LPL Financial
Envestnet Asset Management
Syntegra Private Wealth Group
Kestra Advisory Services
Cetera Investment Advisers
Jane Street
Fragasso
Raymond James Financial
Thrivent Financial for Lutherans
Cornerstone Planning Group

View all funds holding Fidelity Covington Trust