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 |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
34,674
shares
|
$2.4 Million
0.2% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
34,532
shares
|
$2.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
33,550
shares
|
$2.32 Million
0.09% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
33,389
shares
|
$2.31 Million
0.0% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
32,708
shares
|
$2.26 Million
0.04% of portfolio
|
Q4 2024
Reduced 48.94%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
32,643
shares
|
$2.25 Million
0.47% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
31,584
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 10.95%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
31,296
shares
|
$2.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
30,030
shares
|
$2.07 Million
0.01% of portfolio
|
Q4 2024
Added 38.92%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
29,414
shares
|
$2.03 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
28,619
shares
|
$1.98 Million
0.07% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
28,559
shares
|
$1.97 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
28,463
shares
|
$1.97 Million
1.93% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
27,423
shares
|
$1.89 Million
0.0% of portfolio
|
Q4 2024
Reduced 78.72%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
27,150
shares
|
$1.88 Million
0.5% of portfolio
|
Q3 2024
Reduced 44.63%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
26,969
shares
|
$1.86 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
26,572
shares
|
$1.84 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
25,702
shares
|
$1.78 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
25,057
shares
|
$1.73 Million
0.89% of portfolio
|
Q4 2024
Added 250.35%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
23,342
shares
|
$1.61 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
22,292
shares
|
$1.54 Million
1.02% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
22,242
shares
|
$1.54 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
21,680
shares
|
$1.5 Million
0.16% of portfolio
|
Q4 2024
Reduced 23.32%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
21,588
shares
|
$1.49 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
21,550
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Added 67.17%
|