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 |
---|---|---|---|---|---|---|---|
Apr 09, 2021
Q1 2021
|
Lynch & Associates
|
BUY
|
- |
1.68K+ 7.97% |
$94.4K - $102K
|
22.7K
$1.58M
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.49K+ 37.11% |
$83.7K - $90.8K
|
5.49K
$383K
|
|
May 07, 2021
Q1 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.41K+ 4.76% |
$79.5K - $86.3K
|
31.1K
$2.17M
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.3KNew |
$73.1K - $79.3K
|
1.3K
$90.4K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.29K+ 25.38% |
$72.5K - $78.7K
|
6.36K
$443K
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.21K+ 13.5% |
$68.3K - $74.1K
|
10.2K
$710K
|
|
May 14, 2021
Q1 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 29.78% |
$65.8K - $71.4K
|
5.09K
$355K
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.16K+ 5.37% |
$65.5K - $71.1K
|
22.8K
$1.59M
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
1.13K+ 816.67% |
$63.4K - $68.8K
|
1.27K
$88.1K
|
|
May 04, 2021
Q1 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
992+ 1.96% |
$55.8K - $60.6K
|
51.5K
$3.59M
|
|
Apr 29, 2021
Q1 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
967+ 0.73% |
$54.4K - $59.1K
|
133K
$9.27M
|
|
Apr 29, 2021
Q1 2021
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
946+ 4.23% |
$53.2K - $57.8K
|
23.3K
$1.62M
|
|
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
917+ 6.99% |
$51.6K - $56K
|
14K
$978K
|
|
May 14, 2021
Q1 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
667+ 4.43% |
$37.5K - $40.7K
|
15.7K
$1.1M
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
598New |
$33.6K - $36.5K
|
598
$41.6K
|
|
May 14, 2021
Q1 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
566+ 5.18% |
$31.8K - $34.6K
|
11.5K
$801K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
539+ 113.95% |
$30.3K - $32.9K
|
1.01K
$70.5K
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
517+ 0.51% |
$29.1K - $31.6K
|
102K
$7.09M
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
426New |
$24K - $26K
|
426
$29.7K
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
417+ 4.64% |
$23.5K - $25.5K
|
9.4K
$655K
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
389+ 1.12% |
$21.9K - $23.8K
|
35.2K
$2.45M
|
|
Apr 30, 2021
Q1 2021
|
Smith, Salley & Associates
|
BUY
|
- |
389+ 1.79% |
$21.9K - $23.8K
|
22.1K
$1.54M
|
|
Apr 09, 2021
Q1 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
375New |
$21.1K - $22.9K
|
375
$26.1K
|
|
May 06, 2021
Q1 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
371+ 24.67% |
$20.9K - $22.7K
|
1.88K
$131K
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
348+ 1.62% |
$19.6K - $21.3K
|
21.8K
$1.52M
|
|
May 11, 2021
Q1 2021
|
Keystone Financial Group
|
BUY
|
- |
328+ 7.2% |
$18.5K - $20K
|
4.88K
$340K
|
|
Mar 23, 2023
Q1 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
294+ 2.1% |
$16.5K - $18K
|
14.3K
$998K
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
268New |
$15.1K - $16.4K
|
268
$18.7K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
252+ 0.37% |
$14.2K - $15.4K
|
68.3K
$4.76M
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
239+ 0.75% |
$13.4K - $14.6K
|
32.1K
$2.23M
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
239+ 116.59% |
$13.4K - $14.6K
|
444
$30.9K
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
232New |
$13.1K - $14.2K
|
232
$16.2K
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200New |
$11.3K - $12.2K
|
200
$13.9K
|
|
May 13, 2021
Q1 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
200New |
$11.3K - $12.2K
|
200
$13.9K
|
|
May 11, 2021
Q1 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
162+ 4.67% |
$9.12K - $9.89K
|
3.63K
$253K
|
|
Apr 30, 2021
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
141New |
$7.93K - $8.61K
|
141
$9.82K
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
140New |
$7.88K - $8.55K
|
140
$9.75K
|
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
130+ 15.72% |
$7.32K - $7.94K
|
957
$66.6K
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
117+ 3.31% |
$6.58K - $7.15K
|
3.66K
$255K
|
|
Apr 07, 2021
Q1 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
107+ 1.21% |
$6.02K - $6.54K
|
8.98K
$625K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
105New |
$5.91K - $6.41K
|
105
$7.31K
|
|
Apr 14, 2021
Q1 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
100+ 0.63% |
$5.63K - $6.11K
|
16K
$1.11M
|
|
May 10, 2021
Q1 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
65New |
$3.66K - $3.97K
|
65
$4.53K
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
51New |
$2.87K - $3.12K
|
51
$3.55K
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
50+ 23.36% |
$2.81K - $3.05K
|
264
$18.4K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
46+ 2.53% |
$2.59K - $2.81K
|
1.86K
$130K
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
33New |
$1.86K - $2.02K
|
33
$2.3K
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
26New |
$1.46K - $1.59K
|
26
$1.81K
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 16.67% |
$1.41K - $1.53K
|
175
$12.2K
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
20+ 0.3% |
$1.13K - $1.22K
|
6.63K
$462K
|