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 |
|---|---|---|---|---|---|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
578
shares
|
$36,477
0.02% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
539
shares
|
$34,016
0.0% of portfolio
|
Q3 2024
Reduced 11.06%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
528
shares
|
$33,322
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
518
shares
|
$32,690
0.02% of portfolio
|
Q1 2022
Reduced 0.77%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
500
shares
|
$31,555
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
500
shares
|
$31,555
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
465
shares
|
$29,346
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
450
shares
|
$28,399
0.0% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
431
shares
|
$27,200
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
419
shares
|
$26,443
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
408
shares
|
$25,748
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
406
shares
|
$25,622
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
378
shares
|
$23,855
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
375
shares
|
$23,666
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
338
shares
|
$21,331
0.0% of portfolio
|
Q4 2023
Added 0.3%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
331
shares
|
$20,889
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
330
shares
|
$20,826
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
325
shares
|
$20,510
0.01% of portfolio
|
Q1 2025
Reduced 48.0%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
302
shares
|
$19,059
0.0% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
300
shares
|
$18,933
0.0% of portfolio
|
Q4 2021
Reduced 46.52%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
300
shares
|
$18,933
0.0% of portfolio
|
Q1 2025
Reduced 67.46%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
300
shares
|
$18,933
0.01% of portfolio
|
Q1 2022
Reduced 47.83%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
277
shares
|
$17,481
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
275
shares
|
$17,355
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
269
shares
|
$16,976
0.01% of portfolio
|
Q4 2024
New holding
|