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 373 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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
200
shares
|
$12,696
0.0% of portfolio
|
Q1 2025
Reduced 29.82%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
200
shares
|
$12,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
199
shares
|
$12,632
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
175
shares
|
$11,109
0.0% of portfolio
|
Q2 2023
Added 16.67%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
173
shares
|
$10,982
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
165
shares
|
$10,474
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
152
shares
|
$9,648
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
140
shares
|
$8,887
0.0% of portfolio
|
Q2 2022
Reduced 31.71%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
133
shares
|
$8,442
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
132
shares
|
$8,379
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
132
shares
|
$8,379
0.0% of portfolio
|
Q2 2025
Reduced 48.64%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
128
shares
|
$8,125
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
109
shares
|
$6,919
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
107
shares
|
$6,792
0.0% of portfolio
|
Q4 2021
Added 18.89%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
100
shares
|
$6,348
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$6,348
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
98
shares
|
$6,221
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
88
shares
|
$5,586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
82
shares
|
$5,205
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
76
shares
|
$4,824
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
74
shares
|
$4,697
0.0% of portfolio
|
Q4 2024
Reduced 44.78%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
72
shares
|
$4,570
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
61
shares
|
$3,872
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
60
shares
|
$3,808
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
57
shares
|
$3,618
0.0% of portfolio
|
Q4 2023
New holding
|