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Fidelity Covington Trust shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $264k 7.2k 36.58

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Tidal Trust I Fundstrat Granny (GRNY)
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Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Etf Ser Solutions Aptus Defined (DRSK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Smid Risng Etf (SDVY)
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Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Intl Div Grwth (IGRO)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Spdr Series Trust State Street Spd (SPYV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for TrueWealth Advisors

Top funds holding Fidelity Covington Trust

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

View all funds holding Fidelity Covington Trust