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 |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
5,175
shares
|
$343,257
0.33% of portfolio
|
Q4 2021
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
5,144
shares
|
$341,201
0.05% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
5,033
shares
|
$333,838
0.22% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
5,000
shares
|
$331,650
0.11% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
4,977
shares
|
$330,124
0.12% of portfolio
|
Q3 2024
Added 40.39%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
4,946
shares
|
$328,068
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,941
shares
|
$327,736
0.02% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,827
shares
|
$320,174
0.03% of portfolio
|
Q2 2022
Reduced 97.49%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,791
shares
|
$317,787
0.0% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
4,717
shares
|
$312,878
0.02% of portfolio
|
Q3 2023
Reduced 11.28%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
4,697
shares
|
$311,552
0.06% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
4,673
shares
|
$309,960
0.15% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
4,653
shares
|
$308,633
0.01% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
4,613
shares
|
$305,980
0.02% of portfolio
|
Q3 2024
Reduced 38.2%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
4,489
shares
|
$297,755
0.01% of portfolio
|
Q3 2024
Added 14.28%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
4,406
shares
|
$292,249
0.04% of portfolio
|
Q4 2024
Added 33.27%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
4,364
shares
|
$289,464
0.04% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,332
shares
|
$287,341
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
4,257
shares
|
$282,366
0.22% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
4,253
shares
|
$282,101
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
4,236
shares
|
$280,973
0.23% of portfolio
|
Q4 2024
Added 24.59%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,202
shares
|
$278,718
0.0% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,153
shares
|
$275,468
0.0% of portfolio
|
Q3 2024
Added 20.83%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
4,124
shares
|
$273,544
0.04% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
4,049
shares
|
$268,570
0.05% of portfolio
|
Q3 2024
Added 0.7%
|