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 370 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 $972 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
798
shares
|
$50,904
0.0% of portfolio
|
Q1 2023
Reduced 38.99%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
771
shares
|
$49,182
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
711
shares
|
$45,354
0.01% of portfolio
|
Q4 2022
Reduced 9.43%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
704
shares
|
$44,908
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
700
shares
|
$44,653
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
682
shares
|
$43,504
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
679
shares
|
$43,313
0.02% of portfolio
|
Q3 2023
Reduced 6.86%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
675
shares
|
$43,058
0.01% of portfolio
|
Q2 2025
Added 209.63%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
642
shares
|
$40,953
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
640
shares
|
$40,825
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
637
shares
|
$40,634
0.03% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
630
shares
|
$40,187
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
600
shares
|
$38,274
0.02% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
600
shares
|
$38,274
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
600
shares
|
$38,274
0.0% of portfolio
|
Q1 2025
Added 32.74%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
600
shares
|
$38,274
0.0% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
580
shares
|
$36,998
0.02% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
539
shares
|
$34,382
0.0% of portfolio
|
Q3 2024
Reduced 11.06%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
530
shares
|
$33,808
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
523
shares
|
$33,362
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
518
shares
|
$33,043
0.02% of portfolio
|
Q1 2022
Reduced 0.77%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
500
shares
|
$31,895
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
500
shares
|
$31,895
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
468
shares
|
$29,853
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
465
shares
|
$29,662
0.01% of portfolio
|
Q3 2024
New holding
|