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 385 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 |
|---|---|---|---|---|---|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
61,163
shares
|
$4.45 Million
0.53% of portfolio
|
Q3 2025
Reduced 14.83%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
57,448
shares
|
$4.18 Million
1.98% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
57,317
shares
|
$4.17 Million
0.01% of portfolio
|
Q3 2025
Added 249.15%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
56,760
shares
|
$4.13 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
54,815
shares
|
$3.99 Million
0.11% of portfolio
|
Q3 2025
Reduced 30.28%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
52,667
shares
|
$3.83 Million
0.06% of portfolio
|
Q3 2025
Added 335.08%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
51,358
shares
|
$3.74 Million
0.05% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
49,599
shares
|
$3.61 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
49,149
shares
|
$3.58 Million
0.03% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
45,814
shares
|
$3.33 Million
0.24% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
45,502
shares
|
$3.31 Million
1.83% of portfolio
|
Q1 2025
Added 1132.78%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
45,063
shares
|
$3.28 Million
0.07% of portfolio
|
Q3 2022
Reduced 9.71%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
43,475
shares
|
$3.16 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
43,395
shares
|
$3.16 Million
0.0% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
39,327
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
38,785
shares
|
$2.82 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
38,748
shares
|
$2.82 Million
0.08% of portfolio
|
Q3 2025
Added 31.09%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
37,214
shares
|
$2.71 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
36,398
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2025
Added 16.07%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
36,089
shares
|
$2.63 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
35,566
shares
|
$2.59 Million
0.51% of portfolio
|
Q4 2025
Added 2.65%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 08, 2026 Q4 2025 |
35,455
shares
|
$2.58 Million
0.95% of portfolio
|
Q4 2025
Reduced 75.54%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
35,139
shares
|
$2.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.01%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
34,096
shares
|
$2.48 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
33,847
shares
|
$2.46 Million
1.44% of portfolio
|
Q3 2025
Added 3.05%
|
|