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Fidelity Covington Trust shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Fidelity Covington Trust (FESM) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $360k 9.8k 36.56
2025-06-30 $243k 7.6k 31.99

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View all positions for Beacon Financial Advisory

Top funds holding Fidelity Covington Trust

FMR
LPL Financial
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Vantagepoint Investment Advisers
Cetera Investment Advisers
Calamos Wealth Management
Wells Fargo & Company
Advisor Group Holdings
Royal Bank of Canada
Wellington Management Company
Envestnet Asset Management
Little House Capital
Prime Capital Investment Advisors
Raymond James Financial

View all funds holding Fidelity Covington Trust