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Fidelity Covington Trust shares owned by TruWealth Advisors

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

Historical chart of TruWealth Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 332k 35.28
2025-06-30 $9.7M 291k 33.26
2025-03-31 $592k 20k 29.76

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View all positions for TruWealth 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