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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
200
shares
|
$12,758
0.0% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
175
shares
|
$11,163
0.0% of portfolio
|
Q2 2023
Added 16.67%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
165
shares
|
$10,525
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
152
shares
|
$9,696
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
140
shares
|
$8,930
0.0% of portfolio
|
Q2 2022
Reduced 31.71%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
140
shares
|
$8,930
0.01% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
133
shares
|
$8,484
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
132
shares
|
$8,420
0.0% of portfolio
|
Q2 2025
Reduced 48.64%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
128
shares
|
$8,165
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
124
shares
|
$7,909
0.0% of portfolio
|
Q2 2025
Reduced 95.39%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
108
shares
|
$6,889
0.0% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
107
shares
|
$6,825
0.0% of portfolio
|
Q4 2021
Added 18.89%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$6,379
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
100
shares
|
$6,379
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
98
shares
|
$6,251
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
88
shares
|
$5,613
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
82
shares
|
$5,230
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
77
shares
|
$4,911
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
74
shares
|
$4,720
0.0% of portfolio
|
Q4 2024
Reduced 44.78%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
72
shares
|
$4,592
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
61
shares
|
$3,891
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
60
shares
|
$3,827
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
57
shares
|
$3,636
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
55
shares
|
$3,508
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
54
shares
|
$3,444
0.0% of portfolio
|
Q2 2025
New holding
|