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 377 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
275
shares
|
$19,197
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
275
shares
|
$19,197
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
235
shares
|
$16,405
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
218
shares
|
$15,218
0.0% of portfolio
|
Q3 2025
Reduced 67.7%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
203
shares
|
$14,171
0.0% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
200
shares
|
$13,962
0.0% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
200
shares
|
$13,962
0.0% of portfolio
|
Q1 2025
Reduced 29.82%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
175
shares
|
$12,216
0.0% of portfolio
|
Q2 2023
Added 16.67%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
168
shares
|
$11,728
0.0% of portfolio
|
Q3 2025
Reduced 49.24%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
165
shares
|
$11,518
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
161
shares
|
$11,239
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
142
shares
|
$9,913
0.0% of portfolio
|
Q2 2025
Added 61.36%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
140
shares
|
$9,773
0.01% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
140
shares
|
$9,773
0.0% of portfolio
|
Q2 2022
Reduced 31.71%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
133
shares
|
$9,284
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
132
shares
|
$9,214
0.0% of portfolio
|
Q2 2025
Reduced 48.64%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
128
shares
|
$8,935
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
124
shares
|
$8,656
0.0% of portfolio
|
Q2 2025
Reduced 95.39%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
108
shares
|
$7,539
0.0% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
107
shares
|
$7,469
0.0% of portfolio
|
Q4 2021
Added 18.89%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
100
shares
|
$6,981
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
100
shares
|
$6,981
0.0% of portfolio
|
Q2 2025
Reduced 56.33%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$6,981
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
98
shares
|
$6,841
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
82
shares
|
$5,724
0.0% of portfolio
|
Q3 2022
New holding
|