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 354 institutions that hold shares in the stock, with a total of 15.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
2,523
shares
|
$173,330
0.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,415
shares
|
$165,910
0.03% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
2,208
shares
|
$151,689
0.04% of portfolio
|
Q2 2023
Added 0.05%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,060
shares
|
$141,522
0.0% of portfolio
|
Q4 2024
Added 131.72%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,031
shares
|
$139,529
0.0% of portfolio
|
Q4 2024
Added 32.57%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,017
shares
|
$138,567
0.0% of portfolio
|
Q4 2024
Added 169.29%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,691
shares
|
$116,171
0.0% of portfolio
|
Q4 2024
Added 17.76%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,662
shares
|
$114,179
0.01% of portfolio
|
Q4 2022
Added 0.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,524
shares
|
$104,698
0.0% of portfolio
|
Q3 2024
Reduced 36.92%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,467
shares
|
$100,782
0.01% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,457
shares
|
$100,095
0.01% of portfolio
|
Q4 2024
Added 20.12%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,449
shares
|
$99,546
0.0% of portfolio
|
Q4 2024
Reduced 16.44%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
1,387
shares
|
$95,286
0.03% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,369
shares
|
$94,050
0.0% of portfolio
|
Q4 2024
Added 74.62%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
1,280
shares
|
$87,936
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,040
shares
|
$71,448
0.01% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
1,013
shares
|
$69,593
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$68,700
0.01% of portfolio
|
Q2 2021
Added 4.49%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
922
shares
|
$63,341
0.01% of portfolio
|
Q4 2024
Added 207.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
798
shares
|
$54,822
0.0% of portfolio
|
Q1 2023
Reduced 38.99%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
771
shares
|
$52,967
0.0% of portfolio
|
Q4 2024
Added 141.69%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
767
shares
|
$52,692
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
755
shares
|
$51,868
0.0% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
711
shares
|
$48,845
0.01% of portfolio
|
Q4 2022
Reduced 9.43%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
700
shares
|
$48,090
0.01% of portfolio
|
Q1 2020
New holding
|