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Fidelity Covington Trust shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $370k 9.8k 37.78

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Apple Common Stock (AAPL)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares U S MF Closed and MF Open (DYNF)
Goldman Sachs MF Closed and MF Open (GSEW)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Series Trust MF Closed and MF Open (SPYM)
Vanguard Total MF Closed and MF Open (BND)
Schwab Strategic Tr MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding Fidelity Covington Trust

FMR
LPL Financial
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Dynasty Wealth Management
Quotient Wealth Partners
Wells Fargo & Company
Vantagepoint Investment Advisers
Raymond James Financial
Cetera Investment Advisers
Calamos Wealth Management
TruWealth Advisors
Mml Investors Services
Capital Analysts

View all funds holding Fidelity Covington Trust