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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
4,898
shares
|
$356,427
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,827
shares
|
$351,260
0.03% of portfolio
|
Q2 2022
Reduced 97.49%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
4,818
shares
|
$350,605
0.03% of portfolio
|
Q3 2025
Reduced 33.63%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
4,801
shares
|
$349,368
0.02% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
4,729
shares
|
$344,129
0.07% of portfolio
|
Q3 2025
Reduced 12.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
4,587
shares
|
$333,795
0.0% of portfolio
|
Q3 2025
Added 16.33%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
4,570
shares
|
$332,558
0.2% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2025 Q3 2025 |
4,488
shares
|
$326,591
0.23% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
4,486
shares
|
$326,446
0.01% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Monte Financial Group, LLC
|
Oct 31, 2025 Q3 2025 |
4,481
shares
|
$326,082
0.11% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
4,444
shares
|
$323,389
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
4,407
shares
|
$320,697
0.02% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
4,336
shares
|
$315,530
0.0% of portfolio
|
Q3 2025
Reduced 40.64%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,335
shares
|
$315,457
0.03% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,317
shares
|
$314,148
0.01% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
4,186
shares
|
$304,615
0.1% of portfolio
|
Q3 2025
Reduced 57.91%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Nov 04, 2025 Q3 2025 |
4,170
shares
|
$303,450
0.19% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
4,150
shares
|
$301,995
0.02% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,119
shares
|
$299,739
0.01% of portfolio
|
Q3 2025
Added 31.47%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
4,118
shares
|
$299,666
0.01% of portfolio
|
Q3 2025
Reduced 50.84%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,941
shares
|
$286,786
0.0% of portfolio
|
Q3 2025
Reduced 13.76%
|
|
|
Artemis Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,923
shares
|
$285,476
0.03% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
3,922
shares
|
$285,403
0.09% of portfolio
|
Q3 2025
Reduced 18.83%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
3,908
shares
|
$284,385
0.2% of portfolio
|
Q1 2025
Added 19.0%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
3,901
shares
|
$283,875
0.09% of portfolio
|
Q3 2025
Added 16.52%
|
|