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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
3,158
shares
|
$199,301
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
3,156
shares
|
$199,175
0.04% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,146
shares
|
$198,544
0.03% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
3,133
shares
|
$197,723
0.04% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
3,042
shares
|
$191,980
0.07% of portfolio
|
Q1 2025
Reduced 18.71%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
2,989
shares
|
$188,635
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,963
shares
|
$186,994
0.03% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,840
shares
|
$179,232
0.0% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,831
shares
|
$178,664
0.01% of portfolio
|
Q1 2020
Reduced 90.89%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
2,691
shares
|
$169,829
0.0% of portfolio
|
Q1 2025
Reduced 15.67%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
2,524
shares
|
$159,289
0.04% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,437
shares
|
$153,799
0.0% of portfolio
|
Q1 2025
Reduced 24.97%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,422
shares
|
$152,852
0.03% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
2,208
shares
|
$139,346
0.04% of portfolio
|
Q2 2023
Added 0.05%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,073
shares
|
$130,827
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2,041
shares
|
$128,807
0.0% of portfolio
|
Q1 2025
Reduced 21.32%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,032
shares
|
$128,239
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,024
shares
|
$127,734
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
1,833
shares
|
$115,680
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,746
shares
|
$110,190
0.04% of portfolio
|
Q1 2025
Added 25.88%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,691
shares
|
$106,719
0.0% of portfolio
|
Q4 2024
Added 17.76%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,673
shares
|
$105,583
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,665
shares
|
$105,078
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,662
shares
|
$104,888
0.01% of portfolio
|
Q4 2022
Added 0.36%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,607
shares
|
$101,417
0.0% of portfolio
|
Q1 2025
Added 10.9%
|