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 370 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 $972 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
464
shares
|
$29,598
0.0% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
450
shares
|
$28,705
0.0% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
419
shares
|
$26,728
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
413
shares
|
$26,345
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
408
shares
|
$26,026
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
406
shares
|
$25,898
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
400
shares
|
$25,516
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
381
shares
|
$24,303
0.01% of portfolio
|
Q2 2025
Reduced 47.01%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
378
shares
|
$24,112
0.0% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
338
shares
|
$21,561
0.0% of portfolio
|
Q4 2023
Added 0.3%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
331
shares
|
$21,114
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
331
shares
|
$21,114
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
325
shares
|
$20,731
0.01% of portfolio
|
Q1 2025
Reduced 48.0%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
303
shares
|
$19,328
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
300
shares
|
$19,137
0.01% of portfolio
|
Q1 2022
Reduced 47.83%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
300
shares
|
$19,137
0.0% of portfolio
|
Q4 2021
Reduced 46.52%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
300
shares
|
$19,137
0.0% of portfolio
|
Q1 2025
Reduced 67.46%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
277
shares
|
$17,669
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
275
shares
|
$17,542
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
249
shares
|
$15,883
0.0% of portfolio
|
Q2 2025
Reduced 71.31%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
235
shares
|
$14,990
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
229
shares
|
$14,607
0.0% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
229
shares
|
$14,607
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
200
shares
|
$12,758
0.0% of portfolio
|
Q1 2025
Reduced 29.82%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
200
shares
|
$12,758
0.0% of portfolio
|
Q4 2024
New holding
|