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 337 institutions that hold shares in the stock, with a total of 14.7 Million shares, which have been reported (via 13F filing form) to have a value of $989 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
8,383
shares
|
$573,900
0.01% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
8,377
shares
|
$573,489
0.39% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
8,128
shares
|
$556,442
0.19% of portfolio
|
Q4 2023
Reduced 9.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
7,768
shares
|
$531,797
0.0% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
7,358
shares
|
$503,728
0.13% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,293
shares
|
$499,278
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
7,152
shares
|
$489,625
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
7,102
shares
|
$486,202
0.02% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
6,813
shares
|
$466,417
0.15% of portfolio
|
Q3 2024
Reduced 19.03%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
6,794
shares
|
$465,117
0.1% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,436
shares
|
$440,608
0.11% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
6,432
shares
|
$440,334
0.23% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
6,328
shares
|
$433,214
0.03% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
6,291
shares
|
$430,681
0.39% of portfolio
|
Q4 2023
Reduced 10.9%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
6,274
shares
|
$429,518
0.01% of portfolio
|
Q3 2024
Added 31.31%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
6,118
shares
|
$418,838
0.04% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
5,973
shares
|
$408,911
0.08% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
5,865
shares
|
$401,517
0.0% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,747
shares
|
$393,439
0.08% of portfolio
|
Q3 2024
Added 25.26%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
5,746
shares
|
$393,371
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
5,590
shares
|
$382,691
0.1% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
5,478
shares
|
$375,023
0.02% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
5,417
shares
|
$370,847
0.04% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
5,369
shares
|
$367,561
0.17% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
5,215
shares
|
$357,018
0.07% of portfolio
|
Q3 2022
New holding
|