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 |
|---|---|---|---|---|---|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
20,969
shares
|
$1.45 Million
0.58% of portfolio
|
Q4 2024
Added 28.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
20,600
shares
|
$1.42 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
19,167
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Mar 04, 2025 Q4 2024 |
18,620
shares
|
$1.29 Million
0.39% of portfolio
|
Q4 2024
Reduced 17.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,558
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
17,411
shares
|
$1.2 Million
0.47% of portfolio
|
Q3 2024
Added 22.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
17,132
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
17,013
shares
|
$1.18 Million
0.1% of portfolio
|
Q4 2024
Reduced 8.45%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
16,946
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,593
shares
|
$1.15 Million
0.66% of portfolio
|
Q2 2022
Added 0.73%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
16,555
shares
|
$1.14 Million
0.68% of portfolio
|
Q4 2024
Reduced 12.56%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
16,212
shares
|
$1.12 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
15,682
shares
|
$1.08 Million
0.77% of portfolio
|
Q2 2022
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
15,651
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
15,154
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
14,507
shares
|
$1 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
14,130
shares
|
$976,100
0.01% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
13,629
shares
|
$941,491
0.03% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
13,601
shares
|
$939,557
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
13,521
shares
|
$934,030
0.3% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
13,496
shares
|
$932,303
0.0% of portfolio
|
Q4 2024
Reduced 50.32%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
13,203
shares
|
$912,063
0.02% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
13,186
shares
|
$910,888
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
13,162
shares
|
$909,230
0.06% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
13,062
shares
|
$902,322
0.51% of portfolio
|
Q4 2024
Reduced 1.4%
|