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 |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
23,342
shares
|
$1.47 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
22,476
shares
|
$1.42 Million
0.64% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
21,601
shares
|
$1.36 Million
0.52% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,749
shares
|
$1.31 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
20,655
shares
|
$1.3 Million
0.03% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
19,957
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2025
Added 17.77%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
19,161
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
18,868
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 60.92%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
18,175
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 37.84%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
17,806
shares
|
$1.12 Million
0.11% of portfolio
|
Q1 2025
Reduced 89.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,558
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
17,476
shares
|
$1.1 Million
0.37% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
17,411
shares
|
$1.1 Million
0.47% of portfolio
|
Q3 2024
Added 22.75%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,593
shares
|
$1.05 Million
0.66% of portfolio
|
Q2 2022
Added 0.73%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
16,263
shares
|
$1.03 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
16,179
shares
|
$1.02 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Signature Wealth Management Partners, LLC
|
May 08, 2025 Q1 2025 |
15,719
shares
|
$992,026
0.71% of portfolio
|
Q1 2025
Reduced 29.49%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
15,682
shares
|
$989,691
0.77% of portfolio
|
Q2 2022
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
15,082
shares
|
$951,825
0.65% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
14,869
shares
|
$938,382
1.15% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
14,614
shares
|
$922,289
0.0% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
14,094
shares
|
$889,472
0.01% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
13,905
shares
|
$877,544
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
13,601
shares
|
$858,359
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
13,535
shares
|
$854,193
0.03% of portfolio
|
Q1 2025
Reduced 0.69%
|