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 |
|---|---|---|---|---|---|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
637
shares
|
$43,150
0.03% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
634
shares
|
$42,947
0.0% of portfolio
|
Q4 2024
Added 192.17%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
630
shares
|
$42,676
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
625
shares
|
$42,337
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
600
shares
|
$40,644
0.0% of portfolio
|
Q3 2024
Reduced 92.8%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
600
shares
|
$40,644
0.02% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
600
shares
|
$40,644
0.0% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
584
shares
|
$39,560
0.02% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
539
shares
|
$36,511
0.0% of portfolio
|
Q3 2024
Reduced 11.06%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
526
shares
|
$35,631
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
518
shares
|
$35,089
0.02% of portfolio
|
Q1 2022
Reduced 0.77%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
500
shares
|
$33,870
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
500
shares
|
$33,870
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
477
shares
|
$32,311
0.0% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
465
shares
|
$31,499
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
452
shares
|
$30,618
0.0% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
419
shares
|
$28,383
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
408
shares
|
$27,637
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
406
shares
|
$27,502
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
375
shares
|
$25,402
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
338
shares
|
$22,896
0.0% of portfolio
|
Q4 2023
Added 0.3%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
324
shares
|
$21,947
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
312
shares
|
$21,134
0.0% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
300
shares
|
$20,322
0.0% of portfolio
|
Q3 2023
Reduced 17.13%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
300
shares
|
$20,322
0.0% of portfolio
|
Q4 2021
Reduced 46.52%
|