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Fidelity Covington Trust shares owned by TruWealth Advisors

Quarter-by-quarter ownership of Fidelity Covington Trust (FESM) 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
2025-12-31 $34M 904k 37.78

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View all positions for TruWealth Advisors

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
TruWealth Advisors
Wells Fargo & Company
Advisor Group Holdings
Royal Bank of Canada
Wellington Management Company
Envestnet Asset Management
Little House Capital
Prime Capital Investment Advisors

View all funds holding Fidelity Covington Trust