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 |
|---|---|---|---|---|---|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
5,452
shares
|
$373,952
0.01% of portfolio
|
Q4 2024
Added 17.17%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
5,437
shares
|
$372,923
0.01% of portfolio
|
Q4 2024
Added 188.74%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
5,418
shares
|
$371,620
0.03% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
5,410
shares
|
$371,071
0.03% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,409
shares
|
$371,003
0.07% of portfolio
|
Q4 2024
Reduced 20.39%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
5,390
shares
|
$369,700
0.15% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Richard C. Young & Co., Ltd.
|
Jan 28, 2025 Q4 2024 |
5,366
shares
|
$368,053
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
5,319
shares
|
$364,830
0.3% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
5,277
shares
|
$361,949
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
5,215
shares
|
$357,696
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
5,175
shares
|
$354,953
0.33% of portfolio
|
Q4 2021
New holding
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
5,000
shares
|
$342,950
0.09% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
4,952
shares
|
$339,657
0.04% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
4,932
shares
|
$338,285
0.03% of portfolio
|
Q4 2024
Reduced 19.39%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,878
shares
|
$334,582
0.0% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
4,851
shares
|
$332,730
0.04% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,827
shares
|
$331,083
0.03% of portfolio
|
Q2 2022
Reduced 97.49%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,789
shares
|
$328,477
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
4,758
shares
|
$326,351
0.14% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
4,717
shares
|
$323,539
0.02% of portfolio
|
Q3 2023
Reduced 11.28%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
4,642
shares
|
$318,394
0.02% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
4,513
shares
|
$309,546
0.01% of portfolio
|
Q4 2024
Reduced 77.92%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
4,406
shares
|
$302,207
0.04% of portfolio
|
Q4 2024
Added 33.27%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
4,332
shares
|
$297,131
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
4,308
shares
|
$295,485
0.21% of portfolio
|
Q4 2024
Added 1.2%
|