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Fidelity Covington Trust shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $360k 12k 30.28
2024-03-31 $336k 12k 28.69

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Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Fidelity Covington Trust

Fragasso
Commonwealth Equity Services
Kfg Wealth Management
AlphaStar Capital Management
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
First Commonwealth Financial Corporation
PFG Financial Advisors

View all funds holding Fidelity Covington Trust