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 |
|---|---|---|---|---|---|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
8,940
shares
|
$567,511
0.15% of portfolio
|
Q4 2024
Reduced 66.33%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
8,866
shares
|
$562,813
0.0% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
8,847
shares
|
$561,607
0.17% of portfolio
|
Q2 2025
Added 52.56%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
8,679
shares
|
$550,942
0.0% of portfolio
|
Q1 2025
Reduced 35.69%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
8,609
shares
|
$546,499
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
8,470
shares
|
$537,675
0.11% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
8,404
shares
|
$533,485
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
8,324
shares
|
$528,407
0.02% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,179
shares
|
$519,202
0.09% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
8,066
shares
|
$512,029
0.06% of portfolio
|
Q2 2025
Reduced 35.47%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
7,865
shares
|
$499,270
0.02% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
7,862
shares
|
$499,079
0.01% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
7,851
shares
|
$498,381
0.02% of portfolio
|
Q1 2025
Added 115.81%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
7,847
shares
|
$498,127
0.04% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 22, 2025 Q2 2025 |
7,730
shares
|
$490,700
0.26% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
7,536
shares
|
$478,385
0.33% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
7,528
shares
|
$477,877
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
7,364
shares
|
$467,466
0.19% of portfolio
|
Q1 2025
Reduced 24.86%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
7,359
shares
|
$467,149
0.12% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
7,259
shares
|
$460,801
0.03% of portfolio
|
Q2 2025
Reduced 15.1%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
7,056
shares
|
$447,914
0.0% of portfolio
|
Q1 2025
Added 415.41%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
6,970
shares
|
$442,455
0.11% of portfolio
|
Q2 2025
Reduced 22.85%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
6,903
shares
|
$438,202
0.28% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
6,835
shares
|
$433,885
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
6,620
shares
|
$420,237
0.03% of portfolio
|
Q1 2025
Reduced 0.36%
|