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 337 institutions that hold shares in the stock, with a total of 14.7 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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
4,022
shares
|
$276,311
0.01% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
3,901
shares
|
$267,998
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Artemis Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,866
shares
|
$265,594
0.03% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
3,648
shares
|
$250,617
0.18% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
3,648
shares
|
$250,617
0.11% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
3,645
shares
|
$250,411
0.03% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
3,624
shares
|
$248,968
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
3,528
shares
|
$242,373
0.0% of portfolio
|
Q3 2024
Added 176.71%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
3,497
shares
|
$240,243
0.24% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
3,428
shares
|
$235,503
0.09% of portfolio
|
Q3 2024
Reduced 49.0%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
3,401
shares
|
$233,648
0.03% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
3,400
shares
|
$233,580
0.17% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
3,306
shares
|
$227,122
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,297
shares
|
$226,503
0.01% of portfolio
|
Q2 2024
Reduced 5.75%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
3,284
shares
|
$225,610
0.19% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
3,272
shares
|
$224,786
0.11% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
3,253
shares
|
$223,481
0.01% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
3,240
shares
|
$222,588
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
3,191
shares
|
$219,221
0.0% of portfolio
|
Q3 2024
Added 16.37%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
3,180
shares
|
$218,466
0.09% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,173
shares
|
$217,985
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,173
shares
|
$217,985
0.08% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
3,156
shares
|
$216,817
0.05% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
3,152
shares
|
$216,542
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
3,138
shares
|
$215,580
0.11% of portfolio
|
Q3 2024
Reduced 2.52%
|