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 356 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 $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
63,153
shares
|
$4.36 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.35%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
60,987
shares
|
$4.21 Million
2.2% of portfolio
|
Q4 2024
Added 14.66%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
59,730
shares
|
$4.13 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
58,940
shares
|
$4.07 Million
1.27% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
56,307
shares
|
$3.89 Million
0.32% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
53,702
shares
|
$3.71 Million
0.04% of portfolio
|
Q4 2024
Added 122.25%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
53,545
shares
|
$3.7 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
50,046
shares
|
$3.46 Million
0.03% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
49,757
shares
|
$3.44 Million
1.18% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
49,312
shares
|
$3.41 Million
1.79% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
48,968
shares
|
$3.38 Million
0.05% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
47,483
shares
|
$3.28 Million
0.09% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
46,775
shares
|
$3.23 Million
0.06% of portfolio
|
Q4 2022
Reduced 2.98%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
45,063
shares
|
$3.11 Million
0.07% of portfolio
|
Q3 2022
Reduced 9.71%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
43,553
shares
|
$3.01 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
42,655
shares
|
$2.95 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
42,540
shares
|
$2.94 Million
0.35% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
41,268
shares
|
$2.85 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
40,603
shares
|
$2.8 Million
0.02% of portfolio
|
Q4 2024
Added 168.72%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
38,949
shares
|
$2.69 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
38,805
shares
|
$2.68 Million
1.51% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
38,785
shares
|
$2.68 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
35,912
shares
|
$2.48 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
35,874
shares
|
$2.48 Million
0.0% of portfolio
|
Q4 2024
Added 266.88%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
35,688
shares
|
$2.47 Million
0.0% of portfolio
|
Q4 2024
Added 27.74%
|