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 375 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
52
shares
|
$3,300
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
50
shares
|
$3,174
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
49
shares
|
$3,110
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
47
shares
|
$2,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
31
shares
|
$1,967
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
30
shares
|
$1,904
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
20
shares
|
$1,269
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
20
shares
|
$1,269
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
20
shares
|
$1,269
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
18
shares
|
$1,142
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
17
shares
|
$1,079
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
15
shares
|
$952
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
10
shares
|
$634
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
10
shares
|
$634
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
8
shares
|
$507
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6
shares
|
$380
0.0% of portfolio
|
Q2 2023
Added 20.0%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
5
shares
|
$317
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
1
shares
|
$63
0.0% of portfolio
|
Q3 2023
Reduced 66.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|