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 384 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
3,813
shares
|
$277,472
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
3,692
shares
|
$268,666
0.08% of portfolio
|
Q4 2025
Reduced 5.86%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
3,688
shares
|
$268,375
0.03% of portfolio
|
Q3 2025
Reduced 20.12%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
3,650
shares
|
$265,610
0.17% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
3,648
shares
|
$265,464
0.11% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
3,645
shares
|
$265,246
0.03% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
3,637
shares
|
$264,664
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
3,597
shares
|
$261,753
0.08% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
3,595
shares
|
$261,608
0.0% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
3,592
shares
|
$261,389
0.03% of portfolio
|
Q3 2025
Added 21.23%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,555
shares
|
$258,697
0.0% of portfolio
|
Q2 2025
Added 25.18%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,499
shares
|
$254,622
0.01% of portfolio
|
Q3 2025
Added 22.17%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,449
shares
|
$250,983
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,354
shares
|
$244,070
0.0% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
3,328
shares
|
$242,178
0.0% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
3,310
shares
|
$240,868
0.02% of portfolio
|
Q3 2025
Reduced 13.85%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
3,263
shares
|
$237,448
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
3,195
shares
|
$232,500
0.06% of portfolio
|
Q3 2025
Reduced 13.3%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
3,185
shares
|
$231,772
0.0% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
3,176
shares
|
$231,117
0.03% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
3,173
shares
|
$230,899
0.04% of portfolio
|
Q3 2025
Reduced 29.19%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,173
shares
|
$230,899
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
3,172
shares
|
$230,826
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
3,156
shares
|
$229,662
0.04% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
3,104
shares
|
$225,878
0.01% of portfolio
|
Q3 2025
New holding
|
|