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 370 institutions that hold shares in the stock, with a total of 15.2 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
4,904
shares
|
$312,826
0.02% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,889
shares
|
$311,869
0.02% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
4,832
shares
|
$308,233
0.12% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,827
shares
|
$307,914
0.03% of portfolio
|
Q2 2022
Reduced 97.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
4,799
shares
|
$306,128
0.0% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,797
shares
|
$306,000
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
4,617
shares
|
$294,518
0.04% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,570
shares
|
$291,520
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
4,511
shares
|
$287,756
0.11% of portfolio
|
Q2 2025
Added 13.77%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
4,495
shares
|
$286,736
0.2% of portfolio
|
Q2 2025
Added 34.82%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
4,486
shares
|
$286,161
0.01% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,481
shares
|
$285,842
0.06% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
4,407
shares
|
$281,122
0.02% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
4,375
shares
|
$279,081
0.0% of portfolio
|
Q2 2025
Reduced 49.59%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
4,359
shares
|
$278,060
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
4,354
shares
|
$277,741
0.21% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
4,350
shares
|
$277,486
0.23% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
4,320
shares
|
$275,572
0.04% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
4,150
shares
|
$264,728
0.02% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
4,109
shares
|
$262,113
0.02% of portfolio
|
Q2 2025
Added 13.23%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,093
shares
|
$261,092
0.01% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Aug 08, 2025 Q2 2025 |
4,089
shares
|
$260,837
0.21% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
4,086
shares
|
$260,645
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Artemis Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,910
shares
|
$249,418
0.03% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
3,908
shares
|
$249,291
0.2% of portfolio
|
Q1 2025
Added 19.0%
|