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Fidelity Covington shares owned by Smith Shellnut Wilson

Quarter-by-quarter ownership of Fidelity Covington (FFLC) shares owned by Smith Shellnut Wilson from 13F filings

Historical chart of Smith Shellnut Wilson investment in Fidelity Covington

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All positions including Fidelity Covington held by Smith Shellnut Wilson consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington by Smith Shellnut Wilson

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 18k 58.91
2026-03-31 $729k 14k 51.29
2025-12-31 $1.0M 20k 53.36

More positions owned by Smith Shellnut Wilson

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Oracle Corporation (ORCL)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Seagate Technology Hldngs Pl Ord Shs (STX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Smith Shellnut Wilson

Top funds holding Fidelity Covington

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

View all funds holding Fidelity Covington