Purchases and Sales Made in Q1 2020 in Fidelity Covington Tr Msci Hea (FHLC)

FHLC Quotes by TradingView

This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q1 2020. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI HEA.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 15, 2020 Q1 2020
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
1.89M
New
$68.3M - $96.5M
1.89M $133M
May 18, 2020 Q1 2020
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
287K
New
$10.4M - $14.7M
287K $20.1M
May 14, 2020 Q1 2020
Wells Fargo & Company

San Francisco, CA
BUY
 -
214K
New
$7.74M - $10.9M
214K $15M
May 11, 2020 Q1 2020
Commonwealth Equity Services, LLC

BUY
 -
129K
+ 38.87%
$4.67M - $6.59M
461K $32.3M
Jun 17, 2024 Q1 2020
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
118K
+ 180.39%
$4.25M - $6.01M
183K $12.8M
May 14, 2020 Q1 2020
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
95.8K
New
$3.47M - $4.9M
95.8K $6.72M
May 12, 2020 Q1 2020
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
68.5K
+ 3569.11%
$2.48M - $3.5M
70.4K $4.95M
Apr 23, 2020 Q1 2020
Envestnet Asset Management Inc

BUY
 -
51.6K
+ 14.14%
$1.87M - $2.64M
416K $29.2M
May 13, 2020 Q1 2020
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
48.2K
+ 7.27%
$1.74M - $2.46M
711K $49.9M
May 13, 2020 Q1 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
47.1K
+ 545.42%
$1.7M - $2.41M
55.7K $3.91M
Apr 29, 2020 Q1 2020
Traynor Capital Management, Inc.

BUY
 -
42.3K
+ 70.55%
$1.53M - $2.16M
102K $7.17M
May 07, 2020 Q1 2020
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
39.9K
New
$1.44M - $2.04M
39.9K $2.8M
May 12, 2020 Q1 2020
Ifp Advisors, Inc

BUY
 -
39.1K
+ 1542.29%
$1.42M - $2M
41.7K $2.92M
Sep 21, 2023 Q1 2020
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
35.7K
+ 15.19%
$1.29M - $1.83M
271K $19M
Apr 08, 2020 Q1 2020
Beam Wealth Advisors, Inc.

BUY
 -
33.2K
New
$1.2M - $1.69M
33.2K $2.33M
Apr 30, 2020 Q1 2020
Stone X Group Inc.

BUY
 -
28K
+ 67.92%
$1.01M - $1.43M
69.1K $4.85M
May 13, 2020 Q1 2020
Maltin Wealth Management, Inc.

BUY
 -
27.6K
+ 59.04%
$999K - $1.41M
74.4K $5.22M
May 08, 2020 Q1 2020
Trexquant Investment LP

Stamford, CT
BUY
 -
21.9K
New
$792K - $1.12M
21.9K $1.54M
May 14, 2020 Q1 2020
Karp Capital Management Corp

BUY
 -
18.2K
+ 10.52%
$660K - $933K
192K $13.5M
Apr 21, 2020 Q1 2020
Crumly & Associates Inc.

BUY
 -
17.2K
New
$622K - $879K
17.2K $1.21M
Apr 24, 2020 Q1 2020
Synovus Financial Corp

Columbus, GA
BUY
 -
16.8K
New
$608K - $859K
16.8K $1.18M
May 14, 2020 Q1 2020
Stifel Financial Corp

St. Louis, MO
BUY
 -
16.4K
+ 11.57%
$594K - $839K
158K $11.1M
May 15, 2020 Q1 2020
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
15.2K
New
$550K - $777K
15.2K $1.07M
Apr 21, 2020 Q1 2020
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
9.74K
+ 16.21%
$352K - $498K
69.8K $4.9M
May 08, 2020 Q1 2020
Spectrum Management Group, LLC

BUY
 -
8.06K
+ 584.2%
$292K - $412K
9.44K $663K
May 18, 2021 Q1 2020
Continuum Advisory, LLC

Eagle, ID
BUY
 -
7.54K
New
$273K - $385K
7.54K $529K
May 15, 2020 Q1 2020
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
6.85K
New
$248K - $350K
6.85K $481K
May 05, 2020 Q1 2020
Planning Directions Inc

BUY
 -
5.57K
New
$202K - $285K
5.57K $391K
Apr 16, 2020 Q1 2020
Atlas Brown,Inc.

BUY
 -
5.47K
+ 24.9%
$198K - $279K
27.4K $1.92M
Sep 23, 2021 Q1 2020
Systelligence, LLC

BUY
 -
5.12K
New
$185K - $262K
5.12K $359K
Apr 23, 2020 Q1 2020
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
5.11K
+ 58.6%
$185K - $261K
13.8K $971K
May 18, 2020 Q1 2020
Castle Rock Wealth Management, LLC

BUY
 -
4.98K
New
$180K - $254K
4.98K $349K
Apr 27, 2020 Q1 2020
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
4.87K
New
$176K - $249K
4.87K $342K
Jul 20, 2020 Q1 2020
Belpointe Asset Management LLC

BUY
 -
3.98K
New
$144K - $203K
3.98K $279K
Apr 23, 2020 Q1 2020
Kfa Private Wealth Group, LLC

BUY
 -
3.76K
+ 4.92%
$136K - $192K
80.2K $5.63M
May 01, 2020 Q1 2020
Ubs Group Ag

BUY
 -
3.74K
+ 7.33%
$135K - $191K
54.7K $3.84M
May 12, 2020 Q1 2020
Flagship Harbor Advisors, LLC

BUY
 -
3.51K
+ 18.69%
$127K - $180K
22.3K $1.57M
May 15, 2020 Q1 2020
Claraphi Advisory Network, LLC

BUY
 -
2.75K
New
$99.4K - $140K
2.75K $193K
Apr 13, 2020 Q1 2020
Valeo Financial Advisors, LLC

BUY
 -
2.52K
+ 1026.53%
$91K - $129K
2.76K $194K
May 14, 2020 Q1 2020
Rosenberg Matthew Hamilton

BUY
 -
2.21K
New
$79.8K - $113K
2.21K $155K
May 06, 2020 Q1 2020
Canton Hathaway, LLC

BUY
 -
2.04K
+ 15.96%
$73.8K - $104K
14.8K $1.04M
Sep 07, 2021 Q1 2020
Geneos Wealth Management Inc.

BUY
 -
1.94K
+ 24.78%
$70.1K - $99K
9.75K $685K
Apr 13, 2020 Q1 2020
Roman Butler Fullerton & CO

BUY
 -
1.83K
+ 19.82%
$66.1K - $93.4K
11K $775K
Jan 08, 2024 Q1 2020
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.68K
+ 10.77%
$60.8K - $85.9K
17.3K $1.21M
Apr 19, 2024 Q1 2020
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.48K
+ 23.32%
$53.4K - $75.4K
7.8K $548K
May 08, 2020 Q1 2020
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
1.43K
+ 15.34%
$51.6K - $72.9K
10.7K $753K
May 07, 2020 Q1 2020
Mbe Wealth Management, LLC

BUY
 -
1.37K
New
$49.5K - $69.9K
1.37K $96K
Apr 27, 2020 Q1 2020
Demars Financial Group, LLC

BUY
 -
1.3K
+ 2.02%
$47.1K - $66.6K
65.7K $4.61M
Apr 27, 2020 Q1 2020
Ironwood Financial, LLC

BUY
 -
1.2K
New
$43.4K - $61.3K
1.2K $84.2K

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