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Fidelity Covington Trust shares owned by Holistic Planning

Quarter-by-quarter ownership of Fidelity Covington Trust (FESM) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $276k 7.3k 37.78

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Wisdomtree Tr Floatng Rat Trea (USFR)
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Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
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Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

Top funds holding Fidelity Covington Trust

FMR
LPL Financial
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Dynasty Wealth Management
Quotient Wealth Partners
Wells Fargo & Company
Vantagepoint Investment Advisers
Cetera Investment Advisers
Calamos Wealth Management
TruWealth Advisors
Mml Investors Services
Capital Analysts
Advisor Group Holdings
Envestnet Asset Management

View all funds holding Fidelity Covington Trust