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Fidelity Covington Trust shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 157k 29.21
2025-06-30 $3.2M 117k 27.19
2024-12-31 $1.4M 54k 26.88

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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View all positions for Sax Wealth Advisors

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