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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
6,835
shares
|
$431,356
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
6,635
shares
|
$418,734
0.02% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
6,620
shares
|
$417,788
0.03% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
6,312
shares
|
$398,350
0.04% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
6,286
shares
|
$396,709
0.01% of portfolio
|
Q1 2025
Added 15.3%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
5,977
shares
|
$377,208
0.2% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
5,939
shares
|
$374,810
0.17% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
5,930
shares
|
$374,242
0.25% of portfolio
|
Q1 2025
Reduced 24.45%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
5,851
shares
|
$369,256
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
5,799
shares
|
$365,974
0.12% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
5,786
shares
|
$365,154
0.07% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Richard C. Young & Co., Ltd.
|
May 02, 2025 Q1 2025 |
5,773
shares
|
$364,334
0.05% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
5,690
shares
|
$359,095
0.06% of portfolio
|
Q1 2025
Added 29.14%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
5,599
shares
|
$353,352
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Define Financial, LLC
San Diego, CA |
Apr 15, 2025 Q1 2025 |
5,576
shares
|
$351,901
0.27% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
5,545
shares
|
$349,944
0.0% of portfolio
|
Q1 2025
Added 70.72%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
5,390
shares
|
$340,162
0.16% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,380
shares
|
$339,531
0.1% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
5,342
shares
|
$337,133
0.31% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
5,331
shares
|
$336,439
0.03% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
5,257
shares
|
$331,769
0.13% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
5,224
shares
|
$329,686
0.08% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
5,215
shares
|
$329,118
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
5,175
shares
|
$326,594
0.33% of portfolio
|
Q4 2021
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
5,170
shares
|
$326,278
0.0% of portfolio
|
Q1 2025
New holding
|