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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,594
shares
|
$100,597
0.0% of portfolio
|
Q1 2025
Reduced 49.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,438
shares
|
$90,752
0.0% of portfolio
|
Q1 2025
Reduced 59.61%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
1,400
shares
|
$88,354
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
1,280
shares
|
$80,780
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,040
shares
|
$65,634
0.01% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,013
shares
|
$63,930
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
1,000
shares
|
$63,110
0.01% of portfolio
|
Q2 2021
Added 4.49%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
976
shares
|
$61,595
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
868
shares
|
$54,779
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
846
shares
|
$53,391
0.05% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
798
shares
|
$50,361
0.0% of portfolio
|
Q1 2023
Reduced 38.99%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
769
shares
|
$48,531
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
719
shares
|
$45,376
0.02% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
711
shares
|
$44,871
0.01% of portfolio
|
Q4 2022
Reduced 9.43%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
704
shares
|
$44,429
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
700
shares
|
$44,177
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
679
shares
|
$42,851
0.02% of portfolio
|
Q3 2023
Reduced 6.86%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
640
shares
|
$40,390
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
637
shares
|
$40,201
0.04% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
634
shares
|
$40,011
0.0% of portfolio
|
Q4 2024
Added 192.17%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
630
shares
|
$39,759
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
600
shares
|
$37,866
0.0% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
600
shares
|
$37,866
0.02% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
600
shares
|
$37,866
0.0% of portfolio
|
Q1 2025
Added 32.74%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
600
shares
|
$37,866
0.0% of portfolio
|
Q3 2024
Reduced 92.8%
|