SEC 13F Intelligence

Platt Wealth Management LLC / FENI

Platt Wealth Management LLC’s Fidelity Covington Trust Position

Does Platt Wealth Management LLC own Fidelity Covington Trust (FENI)? Yes — 63.2K shares worth $2M (+2.29% of its 13F portfolio) as of Q1 2026, up from 61.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
63.2K
% of Portfolio
+2.29%
Quarters Held
2
currently held

Position History FENI

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202663.2K$2M+2.29%
Q4 202561.2K$2M+2.22%

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