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 |
|---|---|---|---|---|---|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
9,282
shares
|
$585,787
0.51% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
9,165
shares
|
$578,403
0.21% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
9,034
shares
|
$570,135
0.16% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
8,940
shares
|
$564,203
0.15% of portfolio
|
Q4 2024
Reduced 66.33%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8,922
shares
|
$563,067
0.35% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
8,866
shares
|
$559,533
0.0% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
8,688
shares
|
$548,299
0.04% of portfolio
|
Q1 2025
Added 87.16%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
8,679
shares
|
$547,731
0.0% of portfolio
|
Q1 2025
Reduced 35.69%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
8,550
shares
|
$539,590
0.03% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
8,501
shares
|
$536,498
0.13% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
8,404
shares
|
$530,376
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
8,324
shares
|
$525,327
0.02% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
7,914
shares
|
$499,452
0.01% of portfolio
|
Q1 2025
Reduced 49.43%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,881
shares
|
$497,369
0.05% of portfolio
|
Q1 2025
Added 87466.67%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
7,865
shares
|
$496,360
0.02% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
7,862
shares
|
$496,170
0.01% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
7,851
shares
|
$495,476
0.02% of portfolio
|
Q1 2025
Added 115.81%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
7,737
shares
|
$488,282
0.43% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
May 12, 2025 Q1 2025 |
7,720
shares
|
$487,209
0.33% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
7,567
shares
|
$477,553
0.1% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
7,528
shares
|
$475,092
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
7,364
shares
|
$464,742
0.19% of portfolio
|
Q1 2025
Reduced 24.86%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
7,359
shares
|
$464,426
0.12% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
7,056
shares
|
$445,304
0.0% of portfolio
|
Q1 2025
Added 415.41%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
6,903
shares
|
$435,648
0.28% of portfolio
|
Q1 2025
Added 2.52%
|