Purchases and Sales Made in Q1 2022 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q1 2022. 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 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
159K+ 4.27% |
$9.61M - $10.8M
|
3.87M
$265M
|
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
157KNew |
$9.5M - $10.7M
|
157K
$10.7M
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
156K+ 430.94% |
$9.48M - $10.7M
|
193K
$13.2M
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
147K+ 99.75% |
$8.91M - $10M
|
294K
$20.2M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
133KNew |
$8.08M - $9.08M
|
133K
$9.13M
|
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
119KNew |
$7.21M - $8.11M
|
119K
$8.15M
|
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
116K+ 36.67% |
$7.04M - $7.91M
|
433K
$29.6M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
83.8K+ 2576.73% |
$5.08M - $5.71M
|
87.1K
$5.97M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
79.1KNew |
$4.8M - $5.39M
|
79.1K
$5.42M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.4K+ 50.1% |
$4.21M - $4.73M
|
208K
$14.2M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49.8K+ 3.92% |
$3.02M - $3.39M
|
1.32M
$90.5M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
47.7K+ 58.69% |
$2.89M - $3.25M
|
129K
$8.84M
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
44.7KNew |
$2.71M - $3.05M
|
44.7K
$3.07M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.8K+ 53.49% |
$2.47M - $2.78M
|
117K
$8.03M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
39.1K+ 5.38% |
$2.37M - $2.66M
|
765K
$52.5M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
35.9K+ 376.74% |
$2.18M - $2.45M
|
45.4K
$3.11M
|
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
34.2K+ 67.98% |
$2.07M - $2.33M
|
84.4K
$5.79M
|
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
30.4KNew |
$1.84M - $2.07M
|
30.4K
$2.08M
|
|
|
May 11, 2022
Q1 2022
|
Q3 Asset Management
|
BUY
|
- |
26.5KNew |
$1.6M - $1.8M
|
26.5K
$1.81M
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
24.5K+ 50.35% |
$1.49M - $1.67M
|
73.2K
$5.02M
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
21K+ 23.14% |
$1.27M - $1.43M
|
112K
$7.65M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.5K+ 71.69% |
$1.18M - $1.33M
|
46.6K
$3.19M
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
19.3K+ 33.82% |
$1.17M - $1.32M
|
76.5K
$5.24M
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
17.3KNew |
$1.05M - $1.18M
|
17.3K
$1.19M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.8K+ 54.26% |
$898K - $1.01M
|
42.1K
$2.89M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
14.6K+ 6.78% |
$884K - $994K
|
230K
$15.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
14K+ 377.61% |
$849K - $955K
|
17.7K
$1.21M
|
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
12.2K+ 25.94% |
$741K - $833K
|
59.3K
$4.06M
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
10.6K+ 30.94% |
$640K - $719K
|
44.7K
$3.06M
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.38KNew |
$569K - $640K
|
9.38K
$643K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
8.74K+ 15.68% |
$530K - $596K
|
64.5K
$4.42M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.44K+ 147.97% |
$512K - $575K
|
14.1K
$969K
|
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
8.28KNew |
$502K - $564K
|
8.28K
$567K
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.1KNew |
$430K - $484K
|
7.1K
$487K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
7K+ 13.44% |
$425K - $477K
|
59.1K
$4.05M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
6.49KNew |
$393K - $442K
|
6.49K
$445K
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6.29K+ 18.46% |
$382K - $429K
|
40.4K
$2.77M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
6.11KNew |
$370K - $416K
|
6.11K
$419K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5.9K+ 9.7% |
$358K - $402K
|
66.7K
$4.57M
|
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
5.35K+ 25.38% |
$324K - $365K
|
26.4K
$1.81M
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
5.25K+ 16.43% |
$318K - $358K
|
37.2K
$2.55M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.86K+ 16.74% |
$294K - $331K
|
33.9K
$2.32M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.65K+ 39.61% |
$282K - $317K
|
16.4K
$1.12M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.51K+ 7.59% |
$274K - $308K
|
64K
$4.38M
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.49K+ 31.74% |
$272K - $306K
|
18.6K
$1.28M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.4KNew |
$267K - $300K
|
4.4K
$302K
|
|
|
Apr 27, 2022
Q1 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
4.4K+ 31.74% |
$267K - $300K
|
18.3K
$1.25M
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
4.27KNew |
$259K - $291K
|
4.27K
$293K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
3.88K+ 13.13% |
$235K - $264K
|
33.4K
$2.29M
|
|
|
Apr 18, 2022
Q1 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
3.82K+ 3.06% |
$231K - $260K
|
129K
$8.81M
|