SEC 13F Intelligence

Premier Private Wealth Management LLC / FENI

Premier Private Wealth Management LLC’s Fidelity Covington Trust Position

Does Premier Private Wealth Management LLC own Fidelity Covington Trust (FENI)? Yes — 76.3K shares worth $3M (+2.99% of its 13F portfolio) as of Q1 2026, up from 61.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
76.3K
% of Portfolio
+2.99%
Quarters Held
2
currently held

Position History FENI

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202676.3K$3M+2.99%
Q4 202561.3K$2M+2.48%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Premier Private Wealth Management LLC’s full portfolio or all institutional holders of FENI.