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 339 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
3,938
shares
|
$284,874
0.01% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
3,928
shares
|
$284,151
0.01% of portfolio
|
Q2 2024
New holding
|
|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
3,909
shares
|
$282,777
0.04% of portfolio
|
Q4 2023
Reduced 93.93%
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
3,882
shares
|
$280,823
0.0% of portfolio
|
Q2 2024
Reduced 13.19%
|
|
Artemis Wealth Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
3,853
shares
|
$278,726
0.02% of portfolio
|
Q2 2024
Added 0.34%
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Aug 08, 2024 Q2 2024 |
3,823
shares
|
$276,555
0.03% of portfolio
|
Q2 2024
Reduced 15.76%
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
3,648
shares
|
$263,896
0.11% of portfolio
|
Q1 2024
Added 0.27%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
3,612
shares
|
$261,292
0.01% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
Gilbert & Cook, Inc.
|
Aug 01, 2024 Q2 2024 |
3,606
shares
|
$260,858
0.04% of portfolio
|
Q2 2024
Reduced 13.48%
|
|
Long View Wealth Management
Atlanta, GA |
Jul 22, 2024 Q2 2024 |
3,545
shares
|
$256,445
0.09% of portfolio
|
Q2 2024
Added 19.97%
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 03, 2024 Q2 2024 |
3,506
shares
|
$253,624
0.18% of portfolio
|
Q2 2024
Added 186.91%
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 12, 2024 Q2 2024 |
3,454
shares
|
$249,862
0.22% of portfolio
|
Q4 2023
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
3,437
shares
|
$248,632
0.0% of portfolio
|
Q2 2024
Added 115.35%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,297
shares
|
$238,504
0.01% of portfolio
|
Q2 2024
Reduced 5.75%
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
3,284
shares
|
$237,564
0.19% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Aug 13, 2024 Q2 2024 |
3,257
shares
|
$235,611
0.05% of portfolio
|
Q4 2023
New holding
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
3,234
shares
|
$233,947
0.01% of portfolio
|
Q2 2024
Added 0.22%
|
|
Investmark Advisory Group LLC
|
Aug 14, 2024 Q2 2024 |
3,219
shares
|
$232,862
0.12% of portfolio
|
Q4 2023
New holding
|
|
Hilltop Wealth Advisors, LLC
|
Jul 03, 2024 Q2 2024 |
3,217
shares
|
$232,717
0.11% of portfolio
|
Q2 2024
Added 0.47%
|
|
Investment Advisory Group, LLC
|
Jul 31, 2024 Q2 2024 |
3,213
shares
|
$232,428
0.09% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
3,210
shares
|
$232,211
0.01% of portfolio
|
Q2 2024
Added 11.85%
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,173
shares
|
$229,534
0.05% of portfolio
|
Q1 2024
New holding
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Apr 19, 2024 Q1 2024 |
3,158
shares
|
$228,449
0.11% of portfolio
|
Q1 2024
Added 0.35%
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 07, 2024 Q2 2024 |
3,141
shares
|
$227,219
0.03% of portfolio
|
Q1 2024
Added 0.35%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 19, 2024 Q2 2024 |
3,097
shares
|
$224,036
0.01% of portfolio
|
Q2 2024
Added 0.45%
|