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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
13,259
shares
|
$836,775
0.07% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
13,095
shares
|
$826,425
0.01% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
12,946
shares
|
$817,022
0.06% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
12,740
shares
|
$804,021
0.04% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
12,736
shares
|
$803,768
0.0% of portfolio
|
Q3 2023
Reduced 86.65%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
12,653
shares
|
$798,530
0.0% of portfolio
|
Q1 2025
Reduced 25.78%
|
|
|
Tandem Capital Management Corp
|
Apr 22, 2025 Q1 2025 |
12,532
shares
|
$790,894
0.53% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
12,519
shares
|
$790,074
0.03% of portfolio
|
Q1 2025
Added 130.26%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
12,499
shares
|
$788,811
0.11% of portfolio
|
Q1 2025
Reduced 42.35%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
12,291
shares
|
$775,685
0.02% of portfolio
|
Q1 2025
Reduced 62.42%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
12,075
shares
|
$762,053
0.26% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
11,998
shares
|
$757,193
0.29% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,926
shares
|
$752,649
0.02% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
11,770
shares
|
$742,804
0.04% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
11,013
shares
|
$695,030
0.01% of portfolio
|
Q3 2024
Added 66.61%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,990
shares
|
$693,578
0.02% of portfolio
|
Q1 2025
Reduced 76.85%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
10,933
shares
|
$689,981
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
10,924
shares
|
$689,413
0.02% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
10,924
shares
|
$689,413
0.02% of portfolio
|
Q1 2025
Reduced 67.44%
|
|
|
Beaumont Asset Management, L.L.C.
|
May 08, 2025 Q1 2025 |
10,618
shares
|
$670,101
0.45% of portfolio
|
Q1 2025
Reduced 72.64%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
10,604
shares
|
$669,218
0.24% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
10,602
shares
|
$669,092
0.08% of portfolio
|
Q1 2025
Added 40.15%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
10,431
shares
|
$658,300
0.34% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
9,728
shares
|
$613,934
0.0% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
9,521
shares
|
$600,870
0.0% of portfolio
|
Q1 2025
Reduced 44.43%
|