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 336 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 $972 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
20
shares
|
$1,326
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
20
shares
|
$1,326
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
16
shares
|
$1,061
0.0% of portfolio
|
Q2 2024
Reduced 52.94%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
16
shares
|
$1,061
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
15
shares
|
$994
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
15
shares
|
$994
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
10
shares
|
$663
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
6
shares
|
$397
0.0% of portfolio
|
Q2 2023
Added 20.0%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
5
shares
|
$331
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
1
shares
|
$66
0.0% of portfolio
|
Q3 2023
Reduced 66.67%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
1
shares
|
$66
0.0% of portfolio
|
Q2 2024
New holding
|