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 380 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
4,072
shares
|
$256,983
0.25% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
4,052
shares
|
$255,721
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
3,992
shares
|
$251,935
0.08% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Monte Financial Group, LLC
|
Apr 22, 2025 Q1 2025 |
3,965
shares
|
$250,231
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
3,908
shares
|
$246,633
0.2% of portfolio
|
Q1 2025
Added 19.0%
|
|
|
Artemis Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
3,896
shares
|
$245,876
0.05% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
3,755
shares
|
$236,978
0.03% of portfolio
|
Q1 2025
Added 19.7%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
3,685
shares
|
$232,560
0.08% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
3,671
shares
|
$231,676
0.17% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,660
shares
|
$230,982
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
3,648
shares
|
$230,225
0.11% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
3,645
shares
|
$230,035
0.03% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
3,629
shares
|
$229,026
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,618
shares
|
$228,331
0.01% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
3,436
shares
|
$216,845
0.0% of portfolio
|
Q1 2025
Reduced 10.33%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
3,381
shares
|
$213,374
0.08% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
3,357
shares
|
$211,860
0.05% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
3,345
shares
|
$211,102
0.01% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
3,334
shares
|
$210,408
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
3,297
shares
|
$208,073
0.22% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
May 13, 2025 Q1 2025 |
3,204
shares
|
$202,204
0.09% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,194
shares
|
$201,573
0.0% of portfolio
|
Q1 2025
Added 109.58%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
3,176
shares
|
$200,437
0.03% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,173
shares
|
$200,248
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
3,166
shares
|
$199,806
0.01% of portfolio
|
Q4 2024
Reduced 84.14%
|