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Fidelity Covington Trust shares owned by SFG Wealth Management

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

Historical chart of SFG Wealth Management investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by SFG 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 SFG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 67k 35.28
2025-03-31 $1.5M 51k 29.76

More positions owned by SFG Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Series Trust Nyse Tech Etf (XNTK)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
The Alger Etf Trust Ai Enablers Adop (ALAI)

View all positions for SFG Wealth Management

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