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 15.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
8,138
shares
|
$562,417
0.03% of portfolio
|
Q4 2024
Reduced 21.37%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
8,128
shares
|
$561,726
0.16% of portfolio
|
Q4 2023
Reduced 9.15%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
8,050
shares
|
$556,335
0.0% of portfolio
|
Q4 2024
Reduced 93.82%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
7,920
shares
|
$547,351
0.4% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
7,849
shares
|
$542,444
0.29% of portfolio
|
Q4 2024
Reduced 95.03%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
7,785
shares
|
$538,021
0.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
7,565
shares
|
$522,817
0.06% of portfolio
|
Q4 2024
Added 122.43%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
7,528
shares
|
$520,260
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
7,359
shares
|
$508,580
0.12% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
7,299
shares
|
$504,433
0.01% of portfolio
|
Q4 2024
Added 16.34%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
7,279
shares
|
$503,051
0.02% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,235
shares
|
$500,010
0.1% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
6,733
shares
|
$465,317
0.25% of portfolio
|
Q4 2024
Added 33.78%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
6,644
shares
|
$459,166
0.03% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,440
shares
|
$445,068
0.0% of portfolio
|
Q4 2024
Reduced 53.19%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,291
shares
|
$434,771
0.35% of portfolio
|
Q4 2023
Reduced 10.9%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
6,117
shares
|
$422,745
0.19% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Define Financial, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
6,053
shares
|
$418,322
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,926
shares
|
$409,545
0.0% of portfolio
|
Q4 2024
Added 67.97%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
5,793
shares
|
$400,354
0.07% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
5,781
shares
|
$399,524
0.13% of portfolio
|
Q4 2024
Added 21.07%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
5,599
shares
|
$386,946
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
5,576
shares
|
$385,357
0.04% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
5,553
shares
|
$383,767
0.11% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
5,455
shares
|
$376,995
0.11% of portfolio
|
Q4 2024
Reduced 19.93%
|