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Fidelity Covington shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Fidelity Covington

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington 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 by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $432k 8.3k 52.04
2025-06-30 $377k 7.7k 48.86
2025-03-31 $362k 8.3k 43.50
2024-12-31 $345k 7.5k 45.89

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Fidelity Covington

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

View all funds holding Fidelity Covington