Purchases and Sales Made in Q1 2021 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q1 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
318K+ 1294.31% |
$17.9M - $19.4M
|
342K
$23.8M
|
|
|
Jun 17, 2024
Q1 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
200K+ 307.42% |
$11.3M - $12.2M
|
266K
$18.5M
|
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
121K+ 2.62% |
$6.79M - $7.37M
|
4.73M
$330M
|
|
|
May 14, 2021
Q1 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
113KNew |
$6.34M - $6.88M
|
113K
$7.84M
|
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
85.4K+ 10.32% |
$4.81M - $5.22M
|
914K
$63.6M
|
|
|
Jan 09, 2024
Q1 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
41.7K+ 6776.79% |
$2.35M - $2.55M
|
42.4K
$2.95M
|
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
37.5K+ 182.56% |
$2.11M - $2.29M
|
58.1K
$4.05M
|
|
|
May 12, 2021
Q1 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
33.7K+ 7.3% |
$1.89M - $2.06M
|
495K
$34.5M
|
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.1K+ 19.0% |
$1.86M - $2.02M
|
207K
$14.4M
|
|
|
May 11, 2021
Q1 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
32.3KNew |
$1.82M - $1.97M
|
32.3K
$2.25M
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24.5KNew |
$1.38M - $1.5M
|
24.5K
$1.71M
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
19.4K+ 109.95% |
$1.09M - $1.18M
|
37K
$2.58M
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
17.6K+ 1718.38% |
$989K - $1.07M
|
18.6K
$1.3M
|
|
|
May 07, 2021
Q1 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
17.4K+ 10.79% |
$977K - $1.06M
|
178K
$12.4M
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
16.8KNew |
$944K - $1.02M
|
16.8K
$1.17M
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.6K+ 9.76% |
$822K - $892K
|
164K
$11.4M
|
|
|
May 14, 2021
Q1 2021
|
Karp Capital Management Corp
|
BUY
|
- |
14.1K+ 7.54% |
$793K - $860K
|
201K
$14M
|
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
13.2K+ 41.43% |
$745K - $809K
|
45.2K
$3.15M
|
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
10.6K+ 11.96% |
$599K - $650K
|
99.6K
$6.93M
|
|
|
Apr 28, 2021
Q1 2021
|
Investors Research Corp
|
BUY
|
- |
9.84K+ 87.98% |
$554K - $601K
|
21K
$1.46M
|
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.63KNew |
$486K - $527K
|
8.63K
$601K
|
|
|
Apr 20, 2021
Q1 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
6.69K+ 107.51% |
$376K - $408K
|
12.9K
$899K
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.37KNew |
$359K - $389K
|
6.37K
$444K
|
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
6.28K+ 20.26% |
$353K - $384K
|
37.3K
$2.6M
|
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.9K+ 11.22% |
$332K - $360K
|
58.4K
$4.07M
|
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
BUY
|
- |
5.25K+ 14.64% |
$295K - $321K
|
41.1K
$2.86M
|
|
|
Apr 27, 2021
Q1 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
4.82K+ 47.38% |
$271K - $294K
|
15K
$1.04M
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.32K+ 12.24% |
$243K - $264K
|
39.6K
$2.76M
|
|
|
May 05, 2021
Q1 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
4.07K+ 8.83% |
$229K - $249K
|
50.1K
$3.49M
|
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.88KNew |
$218K - $237K
|
3.88K
$270K
|
|
|
May 03, 2021
Q1 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
3.76KNew |
$211K - $229K
|
3.76K
$261K
|
|
|
Apr 14, 2021
Q1 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
3.65KNew |
$205K - $223K
|
3.65K
$254K
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.61K+ 154.46% |
$203K - $220K
|
5.94K
$414K
|
|
|
May 14, 2021
Q1 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.52KNew |
$198K - $215K
|
3.52K
$245K
|
|
|
Apr 30, 2021
Q1 2021
|
Spinnaker Trust
|
BUY
|
- |
3.11K+ 8.89% |
$175K - $190K
|
38.1K
$2.65M
|
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.01K+ 3.07% |
$169K - $184K
|
101K
$7.04M
|
|
|
Apr 13, 2021
Q1 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
2.96K+ 9.6% |
$166K - $180K
|
33.7K
$2.35M
|
|
|
Apr 13, 2021
Q1 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
2.62K+ 4.23% |
$147K - $160K
|
64.5K
$4.49M
|
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.59K+ 49.48% |
$146K - $158K
|
7.83K
$545K
|
|
|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
2.53K+ 12.23% |
$142K - $155K
|
23.2K
$1.62M
|
|
|
May 10, 2021
Q1 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.47K+ 61.34% |
$139K - $151K
|
6.49K
$452K
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.16K+ 61.55% |
$122K - $132K
|
5.67K
$395K
|
|
|
Apr 27, 2021
Q1 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.16K+ 30.42% |
$121K - $132K
|
9.24K
$643K
|
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.06K+ 8.11% |
$116K - $126K
|
27.5K
$1.91M
|
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2K+ 99750.0% |
$112K - $122K
|
2K
$139K
|
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.96K+ 8.21% |
$111K - $120K
|
25.9K
$1.8M
|
|
|
Apr 23, 2021
Q1 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
1.94K+ 1.2% |
$109K - $119K
|
164K
$11.4M
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.76K+ 48.7% |
$98.9K - $107K
|
5.37K
$374K
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.76K+ 2.28% |
$98.8K - $107K
|
78.9K
$5.49M
|
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.72K+ 9.88% |
$96.8K - $105K
|
19.1K
$1.33M
|