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 28, 2021
Q1 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
20New |
$1.13K - $1.22K
|
20
$1.39K
|
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13+ 2.78% |
$732 - $794
|
480
$33.4K
|
|
|
May 14, 2021
Q1 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
12+ 0.1% |
$675 - $733
|
11.7K
$813K
|
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 20.0% |
$619 - $672
|
66
$4.6K
|
|
|
May 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5+ 0.31% |
$281 - $305
|
1.62K
$113K
|
|
|
May 06, 2021
Q1 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
5New |
$281 - $305
|
5
$348
|
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
4+ 0.11% |
$225 - $244
|
3.6K
$251K
|
|
|
May 17, 2021
Q1 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
4+ 0.02% |
$225 - $244
|
18.5K
$1.29M
|
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.03% |
$56.3 - $61.1
|
3.35K
$234K
|
|
|
May 13, 2021
Q1 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.01% |
$56.3 - $61.1
|
8.83K
$615K
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.22% |
$56.3 - $61.1
|
452
$31.5K
|
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.34% |
$56.3 - $61.1
|
298
$20.7K
|
|
|
Jul 17, 2024
Q1 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.51% |
$56.3 - $61.1
|
199
$13.9K
|
|
|
Jun 21, 2021
Q1 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1New |
$56.3 - $61.1
|
1
$69.6
|
|
|
Apr 23, 2021
Q1 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.3% |
$56.3 - $61.1
|
335
$23.3K
|
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 0.71% |
$56.3 - $61.1
|
140
$9.75K
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-24- 5.31% |
$1.35K - $1.47K
|
428
$29.8K
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-34Closed |
$1.91K - $2.08K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.64% |
$2.19K - $2.38K
|
6.02K
$419K
|
|
|
Apr 12, 2021
Q1 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-75Closed |
$4.22K - $4.58K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-90- 33.09% |
$5.06K - $5.5K
|
182
$12.7K
|
|
|
Apr 26, 2021
Q1 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-100- 49.02% |
$5.63K - $6.11K
|
104
$7.24K
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-100Closed |
$5.63K - $6.11K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-102- 57.3% |
$5.74K - $6.23K
|
76
$5.29K
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-111- 3.06% |
$6.25K - $6.78K
|
3.52K
$245K
|
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-139- 0.29% |
$7.82K - $8.49K
|
48.3K
$3.36M
|
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-145- 48.33% |
$8.16K - $8.86K
|
155
$10.8K
|
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-175- 4.9% |
$9.85K - $10.7K
|
3.39K
$236K
|
|
|
May 04, 2021
Q1 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-236- 0.18% |
$13.3K - $14.4K
|
128K
$8.95M
|
|
|
May 06, 2021
Q1 2021
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-250Closed |
$14.1K - $15.3K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-266- 0.54% |
$15K - $16.2K
|
49.1K
$3.42M
|
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-298- 2.74% |
$16.8K - $18.2K
|
10.6K
$737K
|
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-347Closed |
$19.5K - $21.2K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-510- 0.09% |
$28.7K - $31.2K
|
566K
$39.4M
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-544- 0.78% |
$30.6K - $33.2K
|
69.6K
$4.85M
|
|
|
May 10, 2021
Q1 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-570- 12.48% |
$32.1K - $34.8K
|
4K
$278K
|
|
|
Apr 13, 2021
Q1 2021
|
Demars Financial Group, LLC
|
SELL
|
- |
-663- 4.49% |
$37.3K - $40.5K
|
14.1K
$982K
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-695- 19.99% |
$39.1K - $42.5K
|
2.78K
$194K
|
|
|
Apr 29, 2021
Q1 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-770- 2.25% |
$43.3K - $47K
|
33.4K
$2.32M
|
|
|
May 10, 2021
Q1 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-843- 1.12% |
$47.4K - $51.5K
|
74.2K
$5.17M
|
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-884- 19.51% |
$49.7K - $54K
|
3.65K
$254K
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-884- 0.79% |
$49.7K - $54K
|
111K
$7.72M
|
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-1.13K- 89.09% |
$63.4K - $68.8K
|
138
$9.61K
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.17KClosed |
$65.9K - $71.5K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.54K- 17.67% |
$86.7K - $94.1K
|
7.18K
$500K
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.84K- 10.51% |
$104K - $113K
|
15.7K
$1.09M
|
|
|
Apr 21, 2021
Q1 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.89K- 2.07% |
$106K - $115K
|
89.5K
$6.23M
|
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.04KClosed |
$115K - $124K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.15K- 21.93% |
$121K - $131K
|
7.64K
$532K
|