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 337 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 $976 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
33,161
shares
|
$2.2 Million
0.1% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
32,721
shares
|
$2.17 Million
0.23% of portfolio
|
Q3 2024
Reduced 29.8%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
32,362
shares
|
$2.14 Million
0.5% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
31,525
shares
|
$2.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
29,479
shares
|
$1.95 Million
1.81% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
28,467
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
28,272
shares
|
$1.87 Million
0.24% of portfolio
|
Q3 2024
Reduced 23.75%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
27,937
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
27,178
shares
|
$1.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
27,166
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 86.06%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
27,150
shares
|
$1.8 Million
0.5% of portfolio
|
Q3 2024
Reduced 44.63%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
27,013
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
27,005
shares
|
$1.79 Million
0.09% of portfolio
|
Q3 2024
Reduced 22.39%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
26,549
shares
|
$1.76 Million
0.45% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,610
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
24,163
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2024
Added 281.12%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
23,342
shares
|
$1.55 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
23,076
shares
|
$1.53 Million
0.59% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
23,074
shares
|
$1.53 Million
1.22% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
22,521
shares
|
$1.49 Million
0.57% of portfolio
|
Q2 2024
Reduced 21.34%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
22,477
shares
|
$1.49 Million
0.15% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
21,616
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
21,217
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.83%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
21,097
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
20,441
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
New holding
|