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 |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
52
shares
|
$3,317
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
50
shares
|
$3,189
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
49
shares
|
$3,125
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
47
shares
|
$2,998
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
39
shares
|
$2,487
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
31
shares
|
$1,977
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
25
shares
|
$1,594
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
20
shares
|
$1,275
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
20
shares
|
$1,275
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
20
shares
|
$1,275
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
18
shares
|
$1,148
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
17
shares
|
$1,084
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
15
shares
|
$956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
10
shares
|
$637
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
10
shares
|
$637
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
8
shares
|
$510
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6
shares
|
$382
0.0% of portfolio
|
Q2 2023
Added 20.0%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
5
shares
|
$318
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
1
shares
|
$63
0.0% of portfolio
|
Q3 2023
Reduced 66.67%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|