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 369 institutions that hold shares in the stock, with a total of 15 Million shares, which have been reported (via 13F filing form) to have a value of $955 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
6,431
shares
|
$410,233
0.03% of portfolio
|
Q2 2025
Reduced 18.4%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
6,252
shares
|
$398,815
0.05% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
5,988
shares
|
$381,974
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
5,952
shares
|
$379,678
0.16% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
5,942
shares
|
$379,040
0.15% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
5,860
shares
|
$373,809
0.0% of portfolio
|
Q2 2025
Reduced 16.95%
|
|
|
Richard C. Young & Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
5,824
shares
|
$371,512
0.04% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,641
shares
|
$359,839
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
5,600
shares
|
$357,224
0.16% of portfolio
|
Q2 2025
Reduced 96.7%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
5,599
shares
|
$357,160
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Define Financial, LLC
San Diego, CA |
Jul 15, 2025 Q2 2025 |
5,598
shares
|
$357,096
0.24% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
5,580
shares
|
$355,948
0.11% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
5,531
shares
|
$352,822
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
5,480
shares
|
$349,569
0.0% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
5,441
shares
|
$347,081
0.09% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
5,390
shares
|
$343,828
0.14% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,380
shares
|
$343,190
0.1% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
5,377
shares
|
$342,998
0.26% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
5,278
shares
|
$336,683
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
5,250
shares
|
$334,897
0.0% of portfolio
|
Q2 2025
Reduced 40.79%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
5,215
shares
|
$332,664
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
5,175
shares
|
$330,113
0.33% of portfolio
|
Q4 2021
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
5,076
shares
|
$323,798
0.03% of portfolio
|
Q2 2025
Added 35.18%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
5,018
shares
|
$320,098
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,000
shares
|
$318,950
0.1% of portfolio
|
Q2 2024
Reduced 1.59%
|