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 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.65KNew |
$221K - $248K
|
3.65K
$250K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.46KNew |
$210K - $236K
|
3.46K
$237K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.45K+ 5.43% |
$209K - $235K
|
66.9K
$4.59M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.33K+ 74.31% |
$202K - $227K
|
7.82K
$536K
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.13KNew |
$190K - $214K
|
3.13K
$215K
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
3.1KNew |
$188K - $211K
|
3.1K
$212K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.09K+ 55.55% |
$187K - $210K
|
8.64K
$592K
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.01KNew |
$182K - $205K
|
3.01K
$206K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.87KNew |
$174K - $195K
|
2.87K
$197K
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.69K+ 53.34% |
$163K - $184K
|
7.74K
$531K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.66K+ 55.04% |
$161K - $181K
|
7.48K
$513K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.58K+ 16.72% |
$157K - $176K
|
18K
$1.24M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.58K+ 1.22% |
$157K - $176K
|
214K
$14.7M
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
2.26KNew |
$137K - $154K
|
2.26K
$155K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.77KNew |
$107K - $121K
|
1.77K
$121K
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.68KNew |
$102K - $114K
|
1.68K
$115K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.68KNew |
$102K - $114K
|
1.68K
$115K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.52K+ 2261.19% |
$91.8K - $103K
|
1.58K
$108K
|
|
May 02, 2022
Q1 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.49K+ 5.73% |
$90.5K - $102K
|
27.6K
$1.89M
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
1.45K+ 4.2% |
$87.9K - $98.8K
|
36K
$2.47M
|
|
Apr 18, 2022
Q1 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
1.37K+ 0.79% |
$82.9K - $93.2K
|
175K
$12M
|
|
May 06, 2022
Q1 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.27K+ 3.66% |
$77K - $86.6K
|
36K
$2.47M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.26K+ 2.6% |
$76.6K - $86.2K
|
49.9K
$3.42M
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.19K+ 17.96% |
$71.9K - $80.8K
|
7.79K
$534K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.16K+ 6.62% |
$70.1K - $78.9K
|
18.6K
$1.28M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.05KNew |
$63.9K - $71.8K
|
1.05K
$72.2K
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.03K+ 30.95% |
$62.2K - $69.9K
|
4.34K
$298K
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.02KNew |
$62.1K - $69.8K
|
1.02K
$70.2K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1K+ 7.78% |
$60.6K - $68.2K
|
13.9K
$950K
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
922+ 16.59% |
$55.9K - $62.8K
|
6.48K
$444K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
842+ 14.22% |
$51K - $57.4K
|
6.76K
$464K
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
791+ 2.28% |
$48K - $53.9K
|
35.5K
$2.43M
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
758+ 10.82% |
$45.9K - $51.7K
|
7.77K
$532K
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
732+ 3.63% |
$44.4K - $49.9K
|
20.9K
$1.43M
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
717+ 4.55% |
$43.5K - $48.9K
|
16.5K
$1.13M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
710+ 0.85% |
$43K - $48.4K
|
84.1K
$5.76M
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
BUY
|
- |
673+ 2.99% |
$40.8K - $45.9K
|
23.2K
$1.59M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
628+ 7.37% |
$38.1K - $42.8K
|
9.15K
$627K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
548+ 1.45% |
$33.2K - $37.4K
|
38.2K
$2.62M
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
500New |
$30.3K - $34.1K
|
500
$34.3K
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
497+ 10.39% |
$30.1K - $33.9K
|
5.28K
$362K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
448New |
$27.2K - $30.5K
|
448
$30.7K
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
437+ 10.8% |
$26.5K - $29.8K
|
4.49K
$307K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
423+ 1.37% |
$25.6K - $28.8K
|
31.2K
$2.14M
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
412+ 1.79% |
$25K - $28.1K
|
23.4K
$1.61M
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
385+ 11.34% |
$23.3K - $26.2K
|
3.78K
$259K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
367+ 1.34% |
$22.2K - $25K
|
27.8K
$1.91M
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
356New |
$21.6K - $24.3K
|
356
$24.4K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
321+ 102.23% |
$19.5K - $21.9K
|
635
$43.5K
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
302+ 10.0% |
$18.3K - $20.6K
|
3.32K
$228K
|