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Fidelity Covington shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Fidelity Covington

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington 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 by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $368k 6.9k 53.36

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Top funds holding Fidelity Covington

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

View all funds holding Fidelity Covington