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 361 institutions that hold shares in the stock, with a total of 15.3 Million shares, which have been reported (via 13F filing form) to have a value of $976 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
16
shares
|
$1,036
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
15
shares
|
$972
0.0% of portfolio
|
Q1 2025
Reduced 42.31%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
10
shares
|
$648
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
8
shares
|
$518
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
6
shares
|
$388
0.0% of portfolio
|
Q2 2023
Added 20.0%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
5
shares
|
$324
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
5
shares
|
$324
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
1
shares
|
$64
0.0% of portfolio
|
Q3 2023
Reduced 66.67%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
1
shares
|
$64
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1
shares
|
$64
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1
shares
|
$64
0.0% of portfolio
|
Q4 2024
New holding
|