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Fidelity Covington Trust shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Fidelity Covington Trust (FFSM) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.6M 58k 27.19
2025-03-31 $642k 25k 25.24

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

Top funds holding Fidelity Covington Trust

FMR
Evernest Financial Advisors
RFG Advisory
Kerntke Otto McGlone Wealth Management Group
Commonwealth Equity Services
MAI Wealth Advisors
Menora Mivtachim Holdings
SK Wealth Management
Sax Wealth Advisors
Wealth Quarterback
Cambridge Investment Research Advisors
Jpmorgan Chase & Co
H D Vest Advisory Services
Dentgroup
Envestnet Asset Management

View all funds holding Fidelity Covington Trust