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Fidelity Covington shares owned by Creative Planning

Quarter-by-quarter ownership of Fidelity Covington (FFLC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Fidelity Covington

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $269k 4.6k 58.91
2024-06-30 $280k 6.4k 43.48

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Top funds holding Fidelity Covington

Commonwealth Equity Services
LPL Financial
Private Advisor
Socha Financial Group
Novem Group
Beaumont Financial Advisors
Dahring | Cusmano
Envestnet Asset Management
Fiduciary Planning
Tactive Advisors
Huntington National Bank
Prasad Wealth Partners
Kestra Advisory Services
Advisor Group Holdings
Kestra Private Wealth Services

View all funds holding Fidelity Covington