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Fidelity Covington Trust shares owned by Dynasty Wealth Management

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

Historical chart of Dynasty Wealth Management investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $67M 1.8M 37.78

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Tcw Etf Trust Transform System (PWRD)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares A I Inno (BAI)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr U.s. Finls Etf (IYF)

View all positions for Dynasty Wealth Management

Top funds holding Fidelity Covington Trust

FMR
LPL Financial
Northwestern Mutual Wealth Management Company
Dynasty Wealth Management
Quotient Wealth Partners
Wells Fargo & Company
Commonwealth Equity Services
Vantagepoint Investment Advisers
Cetera Investment Advisers
Calamos Wealth Management
TruWealth Advisors
Advisor Group Holdings
Royal Bank of Canada
Kestra Advisory Services
Wellington Management Company

View all funds holding Fidelity Covington Trust