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Fidelity Covington Trust shares owned by Institutional & Family Asset Management

Quarter-by-quarter ownership of Fidelity Covington Trust (FENI) shares owned by Institutional & Family Asset Management from 13F filings

Historical chart of Institutional & Family Asset Management investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Institutional & Family Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Institutional & Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.9k 171 28.40
2024-03-31 $4.8k 170 28.50
2023-12-31 $4.0k 150 26.43

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Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
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Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Institutional & Family Asset Management

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