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 381 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,040
shares
|
$72,602
0.01% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
1,004
shares
|
$70,089
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,000
shares
|
$69,810
0.01% of portfolio
|
Q2 2021
Added 4.49%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
931
shares
|
$64,993
0.02% of portfolio
|
Q2 2025
Reduced 69.4%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
914
shares
|
$63,806
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
885
shares
|
$61,781
0.01% of portfolio
|
Q3 2025
Added 90.73%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
848
shares
|
$59,198
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
798
shares
|
$55,708
0.0% of portfolio
|
Q1 2023
Reduced 38.99%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
771
shares
|
$53,823
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
711
shares
|
$49,634
0.01% of portfolio
|
Q4 2022
Reduced 9.43%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
700
shares
|
$48,867
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
685
shares
|
$47,819
0.01% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
642
shares
|
$44,818
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
640
shares
|
$44,678
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
637
shares
|
$44,468
0.03% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
630
shares
|
$43,980
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
600
shares
|
$41,886
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
600
shares
|
$41,886
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
600
shares
|
$41,886
0.0% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
600
shares
|
$41,886
0.02% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
600
shares
|
$41,886
0.0% of portfolio
|
Q1 2025
Added 32.74%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
582
shares
|
$40,629
0.02% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
575
shares
|
$40,140
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
539
shares
|
$37,627
0.0% of portfolio
|
Q3 2024
Reduced 11.06%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
530
shares
|
$36,999
0.01% of portfolio
|
Q2 2025
Added 0.38%
|