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 $989 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
153,981
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2024
Added 108.8%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
153,142
shares
|
$10.5 Million
2.5% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
150,498
shares
|
$10.3 Million
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
137,882
shares
|
$9.44 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
133,337
shares
|
$9.13 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
130,314
shares
|
$8.92 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
128,846
shares
|
$8.82 Million
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
128,644
shares
|
$8.81 Million
0.1% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
124,049
shares
|
$8.49 Million
3.36% of portfolio
|
Q3 2024
Added 20.21%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
119,897
shares
|
$8.21 Million
1.76% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
119,600
shares
|
$8.19 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
113,090
shares
|
$7.74 Million
0.0% of portfolio
|
Q3 2024
Added 6003.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
106,007
shares
|
$7.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 44.8%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
103,310
shares
|
$7.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
101,311
shares
|
$6.94 Million
0.23% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
99,132
shares
|
$6.79 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Oct 23, 2024 Q3 2024 |
97,305
shares
|
$6.66 Million
3.76% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
97,200
shares
|
$6.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
90,200
shares
|
$6.18 Million
0.02% of portfolio
|
Q3 2024
Added 367.36%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
88,170
shares
|
$6.04 Million
0.37% of portfolio
|
Q3 2024
Added 461.99%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
84,700
shares
|
$5.8 Million
2.59% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
71,241
shares
|
$4.88 Million
0.06% of portfolio
|
Q3 2024
Reduced 24.62%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
69,347
shares
|
$4.75 Million
0.76% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
68,252
shares
|
$4.67 Million
0.31% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
66,178
shares
|
$4.53 Million
1.94% of portfolio
|
Q3 2024
Reduced 1.29%
|