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Fidelity Covington Trust shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of Fidelity Covington Trust (FENI) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $213k 6.0k 35.28
2025-06-30 $201k 6.0k 33.26

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View all positions for Schwarz Dygos Wheeler Investment Advisors

Top funds holding Fidelity Covington Trust

FMR
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
LPL Financial
Kestra Advisory Services
Fragasso
Syntegra Private Wealth Group
Raymond James Financial
Wells Fargo & Company
Goldman Sachs Group
Advisor Group Holdings
Cornerstone Planning Group
Orrstown Financial Services
Ameriprise Financial
CGC Financial Services

View all funds holding Fidelity Covington Trust