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 380 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
155,574
shares
|
$9.82 Million
0.24% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
150,498
shares
|
$9.5 Million
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
142,632
shares
|
$9 Million
0.03% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
140,682
shares
|
$8.88 Million
3.65% of portfolio
|
Q1 2025
New holding
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
139,475
shares
|
$8.8 Million
0.81% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
134,229
shares
|
$8.47 Million
0.09% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Apr 24, 2025 Q1 2025 |
127,172
shares
|
$8.03 Million
5.18% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
124,049
shares
|
$7.83 Million
3.36% of portfolio
|
Q3 2024
Added 20.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
116,479
shares
|
$7.35 Million
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
110,807
shares
|
$6.99 Million
0.0% of portfolio
|
Q1 2025
Added 1276.48%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
99,781
shares
|
$6.3 Million
0.04% of portfolio
|
Q1 2025
Added 18.46%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
98,729
shares
|
$6.23 Million
3.45% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
96,510
shares
|
$6.09 Million
0.31% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
95,645
shares
|
$6.04 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
95,057
shares
|
$6 Million
0.01% of portfolio
|
Q1 2025
Added 200.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
94,760
shares
|
$5.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
90,208
shares
|
$5.69 Million
0.01% of portfolio
|
Q1 2025
Added 228.95%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
85,543
shares
|
$5.4 Million
2.44% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
84,065
shares
|
$5.31 Million
0.79% of portfolio
|
Q1 2025
Added 17.92%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
82,569
shares
|
$5.21 Million
0.19% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
81,327
shares
|
$5.13 Million
0.37% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
80,978
shares
|
$5.11 Million
0.07% of portfolio
|
Q1 2025
Added 50.79%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
78,851
shares
|
$4.98 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
76,447
shares
|
$4.82 Million
2.94% of portfolio
|
Q1 2025
Added 25.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
75,210
shares
|
$4.75 Million
0.07% of portfolio
|
Q1 2025
Added 19.09%
|