Purchases and Sales Made in Q1 2020 in Fidelity Covington Tr Msci Hea (FHLC)
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
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.12KNew |
$40.3K - $57K
|
1.12K
$78.3K
|
|
|
May 12, 2020
Q1 2020
|
Tandem Capital Management Corp
|
BUY
|
- |
935+ 5.07% |
$33.8K - $47.8K
|
19.4K
$1.36M
|
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
869+ 1.46% |
$31.4K - $44.4K
|
60.6K
$4.25M
|
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
BUY
|
- |
767+ 0.88% |
$27.8K - $39.2K
|
87.6K
$6.15M
|
|
|
Apr 22, 2020
Q1 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
704+ 6.58% |
$25.5K - $36K
|
11.4K
$800K
|
|
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
700New |
$25.3K - $35.8K
|
700
$49.1K
|
|
|
Apr 17, 2020
Q1 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
535+ 8.52% |
$19.4K - $27.3K
|
6.82K
$478K
|
|
|
May 06, 2020
Q1 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
503+ 2.19% |
$18.2K - $25.7K
|
23.5K
$1.65M
|
|
|
Apr 23, 2020
Q1 2020
|
1776 Wealth LLC
|
BUY
|
- |
500New |
$18.1K - $25.6K
|
500
$35.1K
|
|
|
May 07, 2020
Q1 2020
|
Vicus Capital
State College, PA |
BUY
|
- |
471+ 0.55% |
$17K - $24.1K
|
86.8K
$6.09M
|
|
|
Apr 28, 2020
Q1 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
462+ 4.93% |
$16.7K - $23.6K
|
9.83K
$690K
|
|
|
May 01, 2020
Q1 2020
|
Darwin Advisors, LLC
|
BUY
|
- |
367New |
$13.3K - $18.8K
|
367
$25.8K
|
|
|
May 06, 2020
Q1 2020
|
Private Ocean, LLC
|
BUY
|
- |
335New |
$12.1K - $17.1K
|
335
$23.5K
|
|
|
May 13, 2020
Q1 2020
|
Capital Investment Counsel, Inc
|
BUY
|
- |
302New |
$10.9K - $15.4K
|
302
$21.2K
|
|
|
May 15, 2020
Q1 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
287+ 2.54% |
$10.4K - $14.7K
|
11.6K
$815K
|
|
|
May 07, 2020
Q1 2020
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
250+ 125.0% |
$9.05K - $12.8K
|
450
$31.6K
|
|
|
Sep 15, 2021
Q1 2020
|
Cwm, LLC
|
BUY
|
- |
133+ 2660.0% |
$4.81K - $6.8K
|
138
$9.69K
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
93New |
$3.36K - $4.75K
|
93
$6.53K
|
|
|
Jun 11, 2020
Q1 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
33New |
$1.19K - $1.69K
|
33
$2.32K
|
|
|
Apr 22, 2020
Q1 2020
|
Tompkins Financial Corp
|
BUY
|
- |
6New |
$217 - $307
|
6
$421
|
|
|
May 15, 2020
Q1 2020
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2+ 0.02% |
$72.4 - $102
|
8.82K
$619K
|
|
|
May 11, 2020
Q1 2020
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.47% |
$72.4 - $102
|
431
$30.3K
|
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1+ 0.18% |
$36.2 - $51.1
|
554
$38.9K
|
|
|
Apr 27, 2020
Q1 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.1% |
$36.2 - $51.1
|
1.01K
$70.9K
|
|
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.47% |
$36.2 - $51.1
|
213
$15K
|
|
|
May 14, 2020
Q1 2020
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.47% |
$36.2 - $51.1
|
216
$15.2K
|
|
|
Apr 20, 2020
Q1 2020
|
Eagle Capital Management, LLC
|
SELL
|
- |
-7- -0.0% |
$253 - $358
|
150K
$10.5M
|
|
|
May 07, 2020
Q1 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-14- 3.52% |
$507 - $716
|
384
$27K
|
|
|
Apr 20, 2020
Q1 2020
|
Manchester Financial Inc
|
SELL
|
- |
-15- 5.77% |
$543 - $767
|
245
$17.2K
|
|
|
Apr 27, 2020
Q1 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-23Closed |
$832 - $1.18K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-33Closed |
$1.19K - $1.69K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-34- 50.0% |
$1.23K - $1.74K
|
34
$2.39K
|
|
|
Apr 29, 2020
Q1 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-40Closed |
$1.45K - $2.04K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-42Closed |
$1.52K - $2.15K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-43- 0.25% |
$1.56K - $2.2K
|
17.3K
$1.21M
|
|
|
May 12, 2020
Q1 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-43Closed |
$1.56K - $2.2K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-50Closed |
$1.81K - $2.56K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-59- 18.67% |
$2.13K - $3.02K
|
257
$18K
|
|
|
May 13, 2020
Q1 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-70- 22.8% |
$2.53K - $3.58K
|
237
$16.6K
|
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-98- 10.76% |
$3.55K - $5.01K
|
813
$57.1K
|
|
|
May 14, 2020
Q1 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-122- 0.25% |
$4.41K - $6.24K
|
48.8K
$3.43M
|
|
|
Apr 28, 2020
Q1 2020
|
Cwm, LLC
|
SELL
|
- |
-133- 96.38% |
$4.81K - $6.8K
|
5
$351
|
|
|
Aug 13, 2024
Q1 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-161- 5.2% |
$5.82K - $8.23K
|
2.94K
$206K
|
|
|
Apr 09, 2020
Q1 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-177- 2.36% |
$6.4K - $9.05K
|
7.32K
$514K
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-240Closed |
$8.68K - $12.3K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-244Closed |
$8.83K - $12.5K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-290- 1.04% |
$10.5K - $14.8K
|
27.7K
$1.95M
|
|
|
May 01, 2020
Q1 2020
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-300- 1.21% |
$10.9K - $15.3K
|
24.5K
$1.72M
|
|
|
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-308- 0.21% |
$11.1K - $15.7K
|
145K
$10.2M
|
|
|
Apr 17, 2020
Q1 2020
|
Allworth Financial LP
|
SELL
|
- |
-344- 70.78% |
$12.4K - $17.6K
|
142
$9.97K
|