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 369 institutions that hold shares in the stock, with a total of 15 Million shares, which have been reported (via 13F filing form) to have a value of $955 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
8,822
shares
|
$562,755
0.43% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
8,774
shares
|
$559,693
0.31% of portfolio
|
Q2 2025
Added 47.96%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
8,609
shares
|
$549,168
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
8,470
shares
|
$540,301
0.11% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
8,377
shares
|
$534,368
0.01% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,179
shares
|
$521,738
0.09% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
8,066
shares
|
$514,530
0.06% of portfolio
|
Q2 2025
Reduced 35.47%
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
8,036
shares
|
$512,616
0.2% of portfolio
|
Q2 2025
Reduced 98.58%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
7,982
shares
|
$509,171
0.02% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
7,865
shares
|
$501,708
0.02% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
7,847
shares
|
$500,560
0.04% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 22, 2025 Q2 2025 |
7,730
shares
|
$493,096
0.26% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
7,557
shares
|
$482,061
0.0% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
7,536
shares
|
$480,721
0.33% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
7,486
shares
|
$477,531
0.02% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
7,364
shares
|
$469,749
0.15% of portfolio
|
Q1 2025
Reduced 24.86%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
7,360
shares
|
$469,494
0.11% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
7,305
shares
|
$465,985
0.0% of portfolio
|
Q2 2025
Reduced 63.4%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
7,259
shares
|
$463,051
0.03% of portfolio
|
Q2 2025
Reduced 15.1%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
6,970
shares
|
$444,616
0.11% of portfolio
|
Q2 2025
Reduced 22.85%
|
|
|
Mcrae Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
6,954
shares
|
$443,595
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
6,835
shares
|
$436,004
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
6,501
shares
|
$414,698
0.23% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
6,480
shares
|
$413,359
0.02% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
6,463
shares
|
$412,274
0.07% of portfolio
|
Q2 2025
Added 11.7%
|