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 385 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
8,353
shares
|
$607,847
0.1% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
8,285
shares
|
$602,899
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
8,284
shares
|
$602,826
0.0% of portfolio
|
Q3 2025
Reduced 14.26%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
8,150
shares
|
$593,075
0.02% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
8,000
shares
|
$582,160
0.14% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
7,966
shares
|
$579,685
0.18% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Oct 15, 2025 Q3 2025 |
7,794
shares
|
$567,169
0.25% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
7,794
shares
|
$567,169
0.01% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
7,742
shares
|
$563,385
0.02% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
7,609
shares
|
$553,706
0.41% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
7,364
shares
|
$535,878
0.14% of portfolio
|
Q1 2025
Reduced 24.86%
|
|
|
Mcrae Capital Management Inc
|
Nov 07, 2025 Q3 2025 |
7,244
shares
|
$527,145
0.1% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
7,231
shares
|
$526,199
0.1% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
6,883
shares
|
$500,875
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
6,840
shares
|
$497,746
0.1% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
6,825
shares
|
$496,655
0.29% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
6,756
shares
|
$491,634
0.23% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
6,594
shares
|
$479,845
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
6,532
shares
|
$475,333
0.07% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
6,462
shares
|
$470,239
0.04% of portfolio
|
Q3 2025
Added 27.3%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
6,308
shares
|
$459,033
0.1% of portfolio
|
Q3 2025
Added 15.93%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
6,308
shares
|
$459,033
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
6,031
shares
|
$438,875
0.01% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 12, 2025 Q3 2025 |
5,954
shares
|
$433,272
0.04% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
5,869
shares
|
$427,087
0.14% of portfolio
|
Q3 2025
Reduced 1.23%
|
|