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 337 institutions that hold shares in the stock, with a total of 14.7 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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
218
shares
|
$14,976
0.01% of portfolio
|
Q2 2022
Added 37.16%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
217
shares
|
$14,907
0.0% of portfolio
|
Q3 2024
Reduced 54.22%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
198
shares
|
$13,602
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
175
shares
|
$12,022
0.0% of portfolio
|
Q2 2023
Added 16.67%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
165
shares
|
$11,335
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
157
shares
|
$10,785
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
144
shares
|
$9,892
0.0% of portfolio
|
Q3 2024
Added 24.14%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
140
shares
|
$9,618
0.0% of portfolio
|
Q2 2022
Reduced 31.71%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
134
shares
|
$9,205
0.0% of portfolio
|
Q3 2024
Added 81.08%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
133
shares
|
$9,137
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
132
shares
|
$9,068
0.0% of portfolio
|
Q1 2024
Reduced 29.03%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
130
shares
|
$8,931
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
109
shares
|
$7,488
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
107
shares
|
$7,350
0.0% of portfolio
|
Q4 2021
Added 18.89%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
100
shares
|
$6,870
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
100
shares
|
$6,870
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$6,870
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
98
shares
|
$6,732
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
82
shares
|
$5,633
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
78
shares
|
$5,358
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
60
shares
|
$4,122
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
57
shares
|
$3,915
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
52
shares
|
$3,572
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
50
shares
|
$3,435
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
49
shares
|
$3,366
0.0% of portfolio
|
Q2 2024
New holding
|