Institutional Ownership Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC). We have compiled data on the 355 institutions that hold shares in the stock, with a total of 15.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,823,697
shares
|
$127 Million
0.55% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
1,634,514
shares
|
$114 Million
0.02% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
597,163
shares
|
$41.5 Million
0.21% of portfolio
|
Q4 2024
Added 17.57%
|
|
|
Demars Financial Group, LLC
|
Feb 13, 2025 Q4 2024 |
557,330
shares
|
$38.7 Million
0.27% of portfolio
|
Q4 2024
Added 5780.87%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
523,252
shares
|
$36.4 Million
0.05% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
517,910
shares
|
$36 Million
0.01% of portfolio
|
Q4 2024
Added 35.22%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
461,675
shares
|
$32.1 Million
0.0% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
267,844
shares
|
$18.6 Million
0.0% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
255,888
shares
|
$17.8 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
255,256
shares
|
$17.7 Million
2.78% of portfolio
|
Q4 2024
Added 36.88%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
253,170
shares
|
$17.6 Million
1.49% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
249,334
shares
|
$17.3 Million
1.04% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
241,144
shares
|
$16.8 Million
0.09% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
214,778
shares
|
$14.9 Million
2.61% of portfolio
|
Q4 2024
Added 79.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
197,456
shares
|
$13.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
189,260
shares
|
$13.2 Million
0.0% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
181,791
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
181,490
shares
|
$12.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
178,664
shares
|
$12.4 Million
5.28% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
170,243
shares
|
$11.8 Million
4.49% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
164,949
shares
|
$11.5 Million
0.97% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
163,095
shares
|
$11.3 Million
2.42% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
153,717
shares
|
$10.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
150,498
shares
|
$10.5 Million
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
150,192
shares
|
$10.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.1%
|