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 381 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
8,940
shares
|
$624,101
0.15% of portfolio
|
Q4 2024
Reduced 66.33%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
8,507
shares
|
$593,873
0.43% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
8,387
shares
|
$585,496
0.09% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
8,353
shares
|
$583,122
0.1% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
8,284
shares
|
$578,306
0.0% of portfolio
|
Q3 2025
Reduced 14.26%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
8,150
shares
|
$568,951
0.02% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
8,000
shares
|
$558,480
0.14% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
7,966
shares
|
$556,106
0.18% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
7,869
shares
|
$549,334
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Oct 15, 2025 Q3 2025 |
7,794
shares
|
$544,099
0.25% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
7,794
shares
|
$544,099
0.01% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
7,609
shares
|
$531,184
0.41% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
7,557
shares
|
$527,554
0.0% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
7,364
shares
|
$514,080
0.14% of portfolio
|
Q1 2025
Reduced 24.86%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
7,360
shares
|
$513,801
0.11% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
7,305
shares
|
$509,962
0.0% of portfolio
|
Q2 2025
Reduced 63.4%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
7,259
shares
|
$506,750
0.03% of portfolio
|
Q2 2025
Reduced 15.1%
|
|
|
Mcrae Capital Management Inc
|
Nov 07, 2025 Q3 2025 |
7,244
shares
|
$505,703
0.1% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
7,149
shares
|
$499,071
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
6,883
shares
|
$480,502
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
6,840
shares
|
$477,500
0.1% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
6,825
shares
|
$476,453
0.29% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
6,594
shares
|
$460,327
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
6,532
shares
|
$455,998
0.07% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
6,501
shares
|
$453,834
0.23% of portfolio
|
Q2 2025
Reduced 5.82%
|