Sax Wealth Advisors »

Fidelity Covington Trust shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity Covington Trust by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $858k 28k 30.28
2024-06-30 $715k 25k 28.34
2024-03-31 $724k 25k 28.55
2023-12-31 $661k 25k 26.50

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Sax Wealth Advisors

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