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 361 institutions that hold shares in the stock, with a total of 15.3 Million shares, which have been reported (via 13F filing form) to have a value of $976 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
8,501
shares
|
$550,949
0.13% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
8,404
shares
|
$544,663
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
8,279
shares
|
$536,561
0.0% of portfolio
|
Q4 2024
Added 99.35%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
8,138
shares
|
$527,423
0.03% of portfolio
|
Q4 2024
Reduced 21.37%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
8,050
shares
|
$521,720
0.0% of portfolio
|
Q4 2024
Reduced 93.82%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,881
shares
|
$510,767
0.05% of portfolio
|
Q1 2025
Added 87466.67%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
7,849
shares
|
$508,693
0.29% of portfolio
|
Q4 2024
Reduced 95.03%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
7,785
shares
|
$504,545
0.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
7,737
shares
|
$501,434
0.43% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
7,567
shares
|
$490,417
0.1% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
7,528
shares
|
$487,889
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
7,364
shares
|
$477,260
0.19% of portfolio
|
Q1 2025
Reduced 24.86%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
7,359
shares
|
$476,936
0.12% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
7,299
shares
|
$473,048
0.01% of portfolio
|
Q4 2024
Added 16.34%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
6,903
shares
|
$447,383
0.28% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
6,644
shares
|
$430,597
0.03% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
6,635
shares
|
$430,014
0.02% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,440
shares
|
$417,376
0.0% of portfolio
|
Q4 2024
Reduced 53.19%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,291
shares
|
$407,719
0.35% of portfolio
|
Q4 2023
Reduced 10.9%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
5,977
shares
|
$387,369
0.2% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,926
shares
|
$384,064
0.0% of portfolio
|
Q4 2024
Added 67.97%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
5,799
shares
|
$375,833
0.12% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
5,793
shares
|
$375,444
0.07% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
5,690
shares
|
$368,768
0.06% of portfolio
|
Q1 2025
Added 29.14%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
5,599
shares
|
$362,871
0.38% of portfolio
|
Q4 2024
New holding
|