Summit Wealth Partners »

Fidelity Covington Trust shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Summit Wealth Partners 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 Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $335k 8.4k 40.13

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Etf (USMV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core Msci Eafe (IEFA)
Brown & Brown (BRO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Summit Wealth Partners

Top funds holding Fidelity Covington Trust

FMR
Northwestern Mutual Wealth Management Company
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Advisor Group Holdings
Commonwealth Equity Services
Ameriprise Financial
Raymond James Financial
Cetera Investment Advisers
Bank of America Corporation
Kestra Advisory Services
Syntegra Private Wealth Group
Morgan Stanley
Royal Bank of Canada

View all funds holding Fidelity Covington Trust