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
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-350- 2.46% |
$12.7K - $17.9K
|
13.9K
$968K
|
|
May 12, 2020
Q1 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-358- 1.85% |
$13K - $18.3K
|
19K
$1.32M
|
|
Apr 24, 2020
Q1 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-404- 74.4% |
$14.6K - $20.6K
|
139
$9.68K
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-425Closed |
$15.4K - $21.7K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-435- 0.37% |
$15.7K - $22.2K
|
117K
$8.12M
|
|
Apr 28, 2020
Q1 2020
|
Lynch & Associates
|
SELL
|
- |
-654- 3.07% |
$23.7K - $33.4K
|
20.7K
$1.44M
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.09K- 7.22% |
$39.5K - $55.8K
|
14K
$976K
|
|
Apr 15, 2020
Q1 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.12K- 22.39% |
$40.3K - $57K
|
3.86K
$269K
|
|
May 05, 2020
Q1 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.22K- 10.49% |
$44K - $62.2K
|
10.4K
$723K
|
|
May 05, 2020
Q1 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-1.37KClosed |
$49.6K - $70.1K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.4KClosed |
$50.7K - $71.6K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.46K- 22.07% |
$52.7K - $74.4K
|
5.14K
$358K
|
|
Apr 13, 2020
Q1 2020
|
Ellevest, Inc.
|
SELL
|
- |
-1.53K- 83.52% |
$55.4K - $78.2K
|
302
$21K
|
|
May 07, 2020
Q1 2020
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.55K- 12.35% |
$56.1K - $79.2K
|
11K
$766K
|
|
Apr 21, 2020
Q1 2020
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.72K- 7.05% |
$62.1K - $87.7K
|
22.6K
$1.57M
|
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 1.66% |
$69K - $97.4K
|
113K
$7.85M
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.23KClosed |
$80.7K - $114K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.29K- 2.88% |
$82.8K - $117K
|
77.2K
$5.38M
|
|
May 11, 2020
Q1 2020
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.39K- 1.08% |
$86.5K - $122K
|
218K
$15.2M
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.57K- 90.89% |
$93.1K - $132K
|
258
$18K
|
|
May 12, 2020
Q1 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.01K- 39.25% |
$109K - $154K
|
4.66K
$325K
|
|
May 08, 2020
Q1 2020
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-3.04K- 5.54% |
$110K - $155K
|
51.7K
$3.6M
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.04K- 1.78% |
$110K - $155K
|
168K
$11.7M
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-3.79KClosed |
$137K - $194K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.97K- 43.65% |
$144K - $203K
|
5.12K
$357K
|
|
May 06, 2020
Q1 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.12KClosed |
$149K - $211K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4.21KClosed |
$152K - $215K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.44K- 11.48% |
$161K - $227K
|
34.2K
$2.38M
|
|
May 15, 2020
Q1 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.95KClosed |
$179K - $253K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.96KClosed |
$179K - $254K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.07KClosed |
$183K - $259K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.53KClosed |
$200K - $282K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Flc Capital Advisors
|
SELL
|
- |
-5.62KClosed |
$203K - $287K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-6.05KClosed |
$219K - $309K
|
0
$0
|
|
Apr 07, 2020
Q1 2020
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-6.14K- 40.37% |
$222K - $314K
|
9.07K
$631K
|
|
Apr 08, 2020
Q1 2020
|
Adviser Investments LLC
|
SELL
|
- |
-6.45K- 0.91% |
$233K - $329K
|
701K
$48.8M
|
|
Apr 03, 2020
Q1 2020
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-6.61K- 42.11% |
$239K - $338K
|
9.08K
$632K
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.61K- 46.75% |
$275K - $389K
|
8.66K
$603K
|
|
May 14, 2020
Q1 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.66K- 12.38% |
$277K - $391K
|
54.2K
$3.77M
|
|
May 13, 2020
Q1 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.82KClosed |
$283K - $400K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Smith, Salley & Associates
|
SELL
|
- |
-7.98K- 26.01% |
$289K - $408K
|
22.7K
$1.58M
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.05K- 6.3% |
$291K - $412K
|
120K
$8.34M
|
|
May 08, 2020
Q1 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.26K- 14.45% |
$299K - $422K
|
48.9K
$3.41M
|
|
May 11, 2020
Q1 2020
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-9.38KClosed |
$339K - $479K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-11.1KClosed |
$400K - $565K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-14.2KClosed |
$513K - $725K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-17.7KClosed |
$639K - $902K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22.7KClosed |
$823K - $1.16M
|
0
$0
|
|
Mar 28, 2023
Q1 2020
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-25.9K- 74.21% |
$939K - $1.33M
|
9.02K
$628K
|
|
May 15, 2020
Q1 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-26.4K- 21.81% |
$953K - $1.35M
|
94.5K
$6.58M
|