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 339 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
545
shares
|
$37,446
0.03% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
539
shares
|
$37,034
0.0% of portfolio
|
Q3 2024
Reduced 11.06%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
524
shares
|
$36,004
0.02% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
518
shares
|
$35,591
0.02% of portfolio
|
Q1 2022
Reduced 0.77%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
500
shares
|
$34,355
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
500
shares
|
$34,355
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
465
shares
|
$31,950
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
452
shares
|
$31,056
0.0% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
450
shares
|
$30,919
0.0% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
419
shares
|
$28,789
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
408
shares
|
$28,033
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
351
shares
|
$24,117
0.0% of portfolio
|
Q1 2024
Reduced 10.69%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
344
shares
|
$23,636
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
338
shares
|
$23,223
0.0% of portfolio
|
Q4 2023
Added 0.3%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
324
shares
|
$22,262
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
319
shares
|
$21,918
0.0% of portfolio
|
Q3 2024
Added 866.67%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
301
shares
|
$20,681
0.0% of portfolio
|
Q3 2024
Added 173.64%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
300
shares
|
$20,612
0.0% of portfolio
|
Q3 2023
Reduced 17.13%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
300
shares
|
$20,612
0.01% of portfolio
|
Q1 2022
Reduced 47.83%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
300
shares
|
$20,612
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
300
shares
|
$20,612
0.0% of portfolio
|
Q4 2021
Reduced 46.52%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
277
shares
|
$19,032
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
275
shares
|
$18,895
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
235
shares
|
$16,146
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
230
shares
|
$15,803
0.01% of portfolio
|
Q3 2024
Reduced 9.09%
|