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 337 institutions that hold shares in the stock, with a total of 14.7 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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,524
shares
|
$104,698
0.0% of portfolio
|
Q3 2024
Reduced 36.92%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,467
shares
|
$100,782
0.01% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,436
shares
|
$98,653
0.0% of portfolio
|
Q2 2024
Reduced 9.91%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
1,383
shares
|
$95,012
0.03% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
1,280
shares
|
$87,936
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,240
shares
|
$85,188
0.01% of portfolio
|
Q4 2023
Reduced 1.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,213
shares
|
$83,333
0.01% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,000
shares
|
$68,700
0.01% of portfolio
|
Q2 2021
Added 4.49%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
889
shares
|
$61,074
0.0% of portfolio
|
Q2 2024
Reduced 8.73%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
869
shares
|
$59,700
0.01% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
834
shares
|
$57,295
0.01% of portfolio
|
Q1 2024
Reduced 41.14%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
798
shares
|
$54,822
0.0% of portfolio
|
Q1 2023
Reduced 38.99%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
784
shares
|
$53,860
0.0% of portfolio
|
Q3 2024
Added 176.06%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
765
shares
|
$52,555
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
749
shares
|
$51,456
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
711
shares
|
$48,845
0.01% of portfolio
|
Q4 2022
Reduced 9.43%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
700
shares
|
$48,090
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
700
shares
|
$48,090
0.0% of portfolio
|
Q1 2024
Reduced 9.79%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
679
shares
|
$46,647
0.03% of portfolio
|
Q3 2023
Reduced 6.86%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
640
shares
|
$43,968
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
637
shares
|
$43,761
0.04% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
630
shares
|
$43,281
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
600
shares
|
$41,220
0.0% of portfolio
|
Q3 2023
Reduced 36.84%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
600
shares
|
$41,220
0.0% of portfolio
|
Q3 2024
Reduced 92.8%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
600
shares
|
$41,220
0.02% of portfolio
|
Q1 2023
Reduced 50.0%
|