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Fidelity Covington Trust shares owned by Kastel Capital Advisors

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

Historical chart of Kastel Capital Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Kastel Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Kastel Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 42k 36.58

More positions owned by Kastel Capital Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Total (IXUS)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Emng Mkts Eqt (EMGF)
Ishares Tr National Mun Etf (MUB)

View all positions for Kastel Capital Advisors

Top funds holding Fidelity Covington Trust

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

View all funds holding Fidelity Covington Trust