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 356 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 $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
12,736
shares
|
$862,736
0.0% of portfolio
|
Q3 2023
Reduced 86.65%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
12,357
shares
|
$837,063
0.2% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
12,075
shares
|
$817,960
0.26% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
11,897
shares
|
$805,902
0.04% of portfolio
|
Q4 2024
Reduced 21.71%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
11,870
shares
|
$804,073
0.04% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
11,725
shares
|
$794,251
0.0% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
11,657
shares
|
$789,645
0.01% of portfolio
|
Q4 2024
Reduced 23.88%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
11,374
shares
|
$770,474
0.24% of portfolio
|
Q4 2024
Reduced 17.6%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
11,134
shares
|
$754,217
0.02% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
11,013
shares
|
$746,020
0.01% of portfolio
|
Q3 2024
Added 66.61%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
10,393
shares
|
$704,021
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
10,068
shares
|
$682,006
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
9,874
shares
|
$668,864
0.0% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
9,801
shares
|
$663,919
0.19% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
9,576
shares
|
$648,678
0.16% of portfolio
|
Q4 2024
Reduced 38.64%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
9,232
shares
|
$625,375
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
8,957
shares
|
$606,747
0.03% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
8,940
shares
|
$605,595
0.14% of portfolio
|
Q4 2024
Reduced 66.33%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
8,875
shares
|
$601,192
0.03% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Feb 12, 2025 Q4 2024 |
8,784
shares
|
$595,028
0.34% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
8,755
shares
|
$593,063
0.32% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
8,536
shares
|
$578,228
0.12% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
8,386
shares
|
$568,067
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
8,279
shares
|
$560,819
0.0% of portfolio
|
Q4 2024
Added 99.35%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
8,138
shares
|
$551,268
0.03% of portfolio
|
Q4 2024
Reduced 21.37%
|