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 356 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 $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
300
shares
|
$20,322
0.01% of portfolio
|
Q1 2022
Reduced 47.83%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
285
shares
|
$19,305
0.0% of portfolio
|
Q4 2024
Reduced 95.14%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
277
shares
|
$18,763
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
275
shares
|
$18,628
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
269
shares
|
$18,222
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
235
shares
|
$15,918
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
231
shares
|
$15,647
0.01% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
218
shares
|
$14,767
0.0% of portfolio
|
Q2 2022
Added 37.16%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
210
shares
|
$14,225
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
209
shares
|
$14,157
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
200
shares
|
$13,547
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
198
shares
|
$13,412
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
175
shares
|
$11,854
0.0% of portfolio
|
Q2 2023
Added 16.67%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
172
shares
|
$11,651
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
165
shares
|
$11,177
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
145
shares
|
$9,822
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
144
shares
|
$9,754
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
140
shares
|
$9,483
0.0% of portfolio
|
Q2 2022
Reduced 31.71%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
133
shares
|
$9,009
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
132
shares
|
$8,941
0.0% of portfolio
|
Q1 2024
Reduced 29.03%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
130
shares
|
$8,806
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
128
shares
|
$8,670
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
109
shares
|
$7,383
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
107
shares
|
$7,248
0.0% of portfolio
|
Q4 2021
Added 18.89%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
100
shares
|
$6,773
0.0% of portfolio
|
Q3 2023
New holding
|