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 356 institutions that hold shares in the stock, with a total of 15.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,273
shares
|
$221,713
0.01% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
3,248
shares
|
$220,019
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
3,248
shares
|
$220,019
0.0% of portfolio
|
Q4 2024
Added 19.19%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
3,231
shares
|
$218,867
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
3,204
shares
|
$217,038
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
3,192
shares
|
$216,226
0.08% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
3,191
shares
|
$216,158
0.0% of portfolio
|
Q3 2024
Added 16.37%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,173
shares
|
$214,939
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
3,166
shares
|
$214,464
0.01% of portfolio
|
Q4 2024
Reduced 84.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,165
shares
|
$214,397
0.0% of portfolio
|
Q4 2024
Added 50.64%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
3,164
shares
|
$214,329
0.03% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
3,156
shares
|
$213,787
0.04% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
3,137
shares
|
$212,500
0.02% of portfolio
|
Q4 2024
Reduced 26.24%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
3,133
shares
|
$212,229
0.0% of portfolio
|
Q4 2024
Reduced 30.21%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
3,068
shares
|
$207,826
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
2,953
shares
|
$200,036
0.03% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,831
shares
|
$191,771
0.01% of portfolio
|
Q1 2020
Reduced 90.89%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
2,831
shares
|
$191,771
0.03% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
2,760
shares
|
$186,962
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2,594
shares
|
$175,717
0.0% of portfolio
|
Q3 2024
Added 76.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,581
shares
|
$174,836
0.0% of portfolio
|
Q4 2024
Added 54.64%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
2,523
shares
|
$170,908
0.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,422
shares
|
$164,066
0.03% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
2,208
shares
|
$149,569
0.04% of portfolio
|
Q2 2023
Added 0.05%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,060
shares
|
$139,544
0.0% of portfolio
|
Q4 2024
Added 131.72%
|