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 |
|---|---|---|---|---|---|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
5,116
shares
|
$322,870
0.11% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
5,043
shares
|
$318,263
0.04% of portfolio
|
Q1 2025
Added 32.61%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
5,018
shares
|
$316,685
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
5,000
shares
|
$315,550
0.11% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
4,939
shares
|
$311,700
0.03% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
4,916
shares
|
$310,248
0.0% of portfolio
|
Q1 2025
Reduced 23.66%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,906
shares
|
$309,617
0.14% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,885
shares
|
$308,292
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,880
shares
|
$307,976
0.02% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,827
shares
|
$304,631
0.03% of portfolio
|
Q2 2022
Reduced 97.49%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
4,800
shares
|
$302,928
0.05% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
4,785
shares
|
$301,981
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
4,768
shares
|
$300,908
0.01% of portfolio
|
Q1 2025
Added 52.19%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
4,717
shares
|
$297,689
0.02% of portfolio
|
Q3 2023
Reduced 11.28%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
4,617
shares
|
$291,378
0.03% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
4,600
shares
|
$290,306
0.0% of portfolio
|
Q1 2025
Reduced 96.16%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
4,469
shares
|
$282,038
0.04% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
4,392
shares
|
$277,179
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
4,356
shares
|
$274,907
0.26% of portfolio
|
Q1 2025
Added 19.11%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
4,324
shares
|
$272,887
0.23% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
4,150
shares
|
$261,906
0.02% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Apr 07, 2025 Q1 2025 |
4,148
shares
|
$261,780
0.24% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
4,144
shares
|
$261,527
0.01% of portfolio
|
Q1 2025
Reduced 43.23%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,093
shares
|
$258,309
0.01% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
4,086
shares
|
$257,867
0.0% of portfolio
|
Q1 2025
New holding
|