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Fidelity Covington Trust shares owned by Precedent Wealth Partners

Quarter-by-quarter ownership of Fidelity Covington Trust (FFSM) shares owned by Precedent Wealth Partners from 13F filings

Historical chart of Precedent Wealth Partners investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.3M 217k 38.21

More positions owned by Precedent Wealth Partners

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Ishares Tr Core S&p500 Etf (IVV)
Lam Research Corp Com New (LRCX)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Msci Eafe Etf (EFA)
Wisdomtree Tr Us Midcap Divid (DON)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for Precedent Wealth Partners

Top funds holding Fidelity Covington Trust

FMR
Commonwealth Equity Services
RFG Advisory
Kerntke Otto McGlone Wealth Management Group
Acumen Wealth Advisors
Keenan
MAI Wealth Advisors
Evernest Financial Advisors
Gaddis Premier Wealth Advisors
Novem Group
Menora Mivtachim Holdings
Precedent Wealth Partners
SK Wealth Management
Sax Wealth Advisors
Envestnet Asset Management

View all funds holding Fidelity Covington Trust