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 |
|---|---|---|---|---|---|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
4,308
shares
|
$297,596
0.21% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
4,236
shares
|
$292,622
0.23% of portfolio
|
Q4 2024
Added 24.59%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
4,200
shares
|
$290,136
0.07% of portfolio
|
Q4 2024
Reduced 24.87%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
4,176
shares
|
$288,478
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
4,150
shares
|
$286,682
0.02% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
4,058
shares
|
$280,326
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,022
shares
|
$277,839
0.01% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
3,900
shares
|
$269,412
0.08% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Artemis Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
3,882
shares
|
$268,168
0.04% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
3,832
shares
|
$264,714
0.0% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
3,803
shares
|
$262,711
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,772
shares
|
$260,569
0.0% of portfolio
|
Q4 2024
Reduced 84.67%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
3,742
shares
|
$258,497
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
3,697
shares
|
$255,388
0.04% of portfolio
|
Q4 2024
Reduced 21.29%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
3,691
shares
|
$254,974
0.13% of portfolio
|
Q4 2024
Reduced 93.08%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
3,660
shares
|
$252,832
0.16% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
3,657
shares
|
$252,625
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
3,648
shares
|
$252,003
0.11% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
3,645
shares
|
$251,796
0.03% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,638
shares
|
$251,313
0.01% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,560
shares
|
$245,924
0.01% of portfolio
|
Q4 2024
Added 123.34%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
3,377
shares
|
$233,283
0.08% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
3,334
shares
|
$230,312
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
3,300
shares
|
$227,964
0.02% of portfolio
|
Q4 2024
Reduced 85.32%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
3,297
shares
|
$227,756
0.21% of portfolio
|
Q4 2024
Reduced 5.72%
|