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 370 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,823,697
shares
|
$120 Million
0.55% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
1,634,514
shares
|
$108 Million
0.02% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
597,163
shares
|
$39.4 Million
0.21% of portfolio
|
Q4 2024
Added 17.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
567,381
shares
|
$37.4 Million
0.02% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
567,355
shares
|
$37.4 Million
0.24% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
523,252
shares
|
$34.5 Million
0.05% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
461,675
shares
|
$30.4 Million
0.0% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
267,844
shares
|
$17.7 Million
0.0% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
259,445
shares
|
$17.1 Million
2.91% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Weatherly Asset Management L. P.
|
May 01, 2025 Q1 2025 |
259,152
shares
|
$17.1 Million
1.6% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
255,888
shares
|
$16.9 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
249,334
shares
|
$16.4 Million
1.04% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
241,144
shares
|
$15.9 Million
0.09% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
197,456
shares
|
$13 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
189,260
shares
|
$12.5 Million
0.0% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
186,594
shares
|
$12.3 Million
0.03% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Buttonwood Financial Advisors Inc.
|
Apr 25, 2025 Q1 2025 |
181,826
shares
|
$12 Million
5.57% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
181,791
shares
|
$12 Million
0.02% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
177,659
shares
|
$11.7 Million
2.69% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
169,862
shares
|
$11.2 Million
1.99% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Eagle Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
169,482
shares
|
$11.2 Million
5.13% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
May 07, 2025 Q1 2025 |
166,035
shares
|
$10.9 Million
3.65% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
163,339
shares
|
$10.8 Million
0.0% of portfolio
|
Q1 2025
Added 104.32%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
155,574
shares
|
$10.3 Million
0.24% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
153,717
shares
|
$10.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.17%
|