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 356 institutions that hold shares in the stock, with a total of 15.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
144,507
shares
|
$9.91 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
142,250
shares
|
$9.76 Million
0.63% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
131,792
shares
|
$9.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 23.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
131,692
shares
|
$9.03 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
125,227
shares
|
$8.59 Million
3.6% of portfolio
|
Q4 2024
Reduced 20.94%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
124,171
shares
|
$8.52 Million
4.76% of portfolio
|
Q4 2024
New holding
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
124,049
shares
|
$8.51 Million
3.36% of portfolio
|
Q3 2024
Added 20.21%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
123,573
shares
|
$8.48 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
119,700
shares
|
$8.21 Million
0.02% of portfolio
|
Q4 2024
Added 32.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
116,136
shares
|
$7.97 Million
0.0% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
112,618
shares
|
$7.72 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
102,311
shares
|
$7.02 Million
0.22% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
98,729
shares
|
$6.77 Million
3.45% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
98,252
shares
|
$6.74 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
97,908
shares
|
$6.72 Million
0.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
91,795
shares
|
$6.3 Million
0.31% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
85,678
shares
|
$5.88 Million
2.33% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
84,229
shares
|
$5.78 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.03%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
79,943
shares
|
$5.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 73.58%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
72,397
shares
|
$4.97 Million
0.3% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
71,291
shares
|
$4.89 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
69,945
shares
|
$4.8 Million
0.69% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
68,541
shares
|
$4.7 Million
0.04% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
65,288
shares
|
$4.48 Million
1.66% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
65,272
shares
|
$4.48 Million
0.89% of portfolio
|
Q4 2024
Added 62.43%
|