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Fidelity Covington Trust shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Fidelity Covington Trust (FPFD) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Financial Synergies 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 Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 9.2k 22.07

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Fidelity Covington Trust

Commonwealth Equity Services
Sunbelt Securities
Janney Montgomery Scott
Royal Bank of Canada
Jane Street
Prairie Wealth Advisors
LPL Financial
Financial Synergies Wealth Advisors
IFP Advisors
Advisor Group Holdings
Principal Securities
Advisory Services Network
Sound Income Strategies
CWM
Community Bank

View all funds holding Fidelity Covington Trust