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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2021
Q1 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-2.21K- 42.11% |
$124K - $135K
|
3.03K
$213K
|
|
|
May 04, 2021
Q1 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.21K- 2.47% |
$124K - $135K
|
87.2K
$6.12M
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.44K- 86.12% |
$137K - $149K
|
393
$27.6K
|
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.19K- 40.35% |
$180K - $195K
|
4.72K
$331K
|
|
|
May 10, 2021
Q1 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.52KClosed |
$198K - $215K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.66KClosed |
$206K - $224K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.07K- 64.19% |
$229K - $248K
|
2.27K
$159K
|
|
|
May 13, 2021
Q1 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.69KClosed |
$264K - $287K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.66K- 1.96% |
$319K - $346K
|
284K
$19.9M
|
|
|
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-6.9K- 2.25% |
$388K - $422K
|
300K
$21.1M
|
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.18KClosed |
$404K - $438K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.3KClosed |
$411K - $446K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.08K- 66.44% |
$455K - $493K
|
4.08K
$286K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.37KClosed |
$471K - $511K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.65K- 21.35% |
$487K - $528K
|
31.9K
$2.24M
|
|
|
Apr 12, 2021
Q1 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-8.81KClosed |
$496K - $538K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-12.7K- 7.18% |
$714K - $775K
|
164K
$11.5M
|
|
|
May 10, 2021
Q1 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-19.7K- 33.73% |
$1.11M - $1.2M
|
38.6K
$2.71M
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.5K- 12.61% |
$1.15M - $1.25M
|
142K
$9.98M
|
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-22K- 81.08% |
$1.24M - $1.34M
|
5.13K
$360K
|
|
|
Apr 15, 2021
Q1 2021
|
G&S Capital LLC
|
SELL
|
- |
-24.9KClosed |
$1.4M - $1.52M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-27.1K- 24.63% |
$1.52M - $1.65M
|
82.8K
$5.81M
|
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.7K- 14.83% |
$1.56M - $1.69M
|
159K
$11.2M
|
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-28.7K- 19.18% |
$1.61M - $1.75M
|
121K
$8.49M
|
|
|
Apr 22, 2021
Q1 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-47.1K- 99.24% |
$2.65M - $2.88M
|
361
$25.3K
|
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-50K- 22.53% |
$2.81M - $3.05M
|
172K
$12.1M
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-57.3K- 79.65% |
$3.22M - $3.5M
|
14.6K
$1.03M
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-59.2K- 24.55% |
$3.33M - $3.62M
|
182K
$12.8M
|
|
|
Apr 13, 2021
Q1 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-76.7K- 64.38% |
$4.32M - $4.69M
|
42.4K
$2.98M
|
|
|
May 06, 2021
Q1 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-104KClosed |
$5.84M - $6.34M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Adviser Investments LLC
|
SELL
|
- |
-116K- 14.73% |
$6.54M - $7.1M
|
673K
$47.3M
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-163K- 46.45% |
$9.15M - $9.93M
|
187K
$13.2M
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-168K- 56.82% |
$9.43M - $10.2M
|
127K
$8.94M
|
|
|
Apr 08, 2021
Q1 2021
|
Lvz, Inc.
|
SELL
|
- |
-327K- 67.51% |
$18.4M - $20M
|
158K
$11.1M
|