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 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
302New |
$18.3K - $20.6K
|
302
$20.7K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
302+ 3.27% |
$18.3K - $20.6K
|
9.53K
$653K
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
300New |
$18.2K - $20.4K
|
300
$20.6K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
283+ 43.67% |
$17.2K - $19.3K
|
931
$63.8K
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
283New |
$17.2K - $19.3K
|
283
$19.4K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
271+ 12.09% |
$16.4K - $18.5K
|
2.51K
$172K
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
252+ 8.11% |
$15.3K - $17.2K
|
3.36K
$230K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
240+ 10.75% |
$14.5K - $16.4K
|
2.47K
$169K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
231+ 0.5% |
$14K - $15.7K
|
46.4K
$3.18M
|
|
Apr 26, 2022
Q1 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
230+ 1.27% |
$13.9K - $15.7K
|
18.3K
$1.26M
|
|
Apr 14, 2022
Q1 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
200+ 4.46% |
$12.1K - $13.6K
|
4.68K
$321K
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
188+ 6.33% |
$11.4K - $12.8K
|
3.16K
$216K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
183+ 1.41% |
$11.1K - $12.5K
|
13.2K
$902K
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
179+ 2.52% |
$10.9K - $12.2K
|
7.29K
$500K
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
179+ 1.23% |
$10.9K - $12.2K
|
14.7K
$1.01M
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
139+ 868.75% |
$8.43K - $9.47K
|
155
$10.6K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
130New |
$7.88K - $8.86K
|
130
$8.91K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
120+ 1.49% |
$7.27K - $8.18K
|
8.2K
$562K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
113+ 30.05% |
$6.85K - $7.7K
|
489
$33.5K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
108New |
$6.55K - $7.36K
|
108
$7.4K
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
103+ 1.56% |
$6.24K - $7.02K
|
6.73K
$461K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
96New |
$5.82K - $6.54K
|
96
$6.58K
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
89+ 2.7% |
$5.4K - $6.07K
|
3.38K
$232K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
75+ 20.33% |
$4.55K - $5.11K
|
444
$30.4K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
72+ 0.24% |
$4.36K - $4.91K
|
29.5K
$2.02M
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
66New |
$4K - $4.5K
|
66
$4.52K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
65+ 46.43% |
$3.94K - $4.43K
|
205
$14.1K
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
60+ 0.32% |
$3.64K - $4.09K
|
18.7K
$1.28M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
47+ 1.88% |
$2.85K - $3.2K
|
2.55K
$175K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
30+ 57.69% |
$1.82K - $2.04K
|
82
$5.62K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
21New |
$1.27K - $1.43K
|
21
$1.44K
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
18+ 0.23% |
$1.09K - $1.23K
|
7.84K
$538K
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
10+ 0.22% |
$606 - $682
|
4.5K
$309K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10+ 0.15% |
$606 - $682
|
6.54K
$448K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9+ 0.15% |
$546 - $613
|
5.97K
$409K
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
7+ 0.22% |
$424 - $477
|
3.18K
$218K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6+ 0.37% |
$364 - $409
|
1.65K
$113K
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
3+ 0.04% |
$182 - $204
|
6.77K
$464K
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.38% |
$182 - $204
|
795
$54.5K
|
|
May 16, 2022
Q1 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2+ 0.02% |
$121 - $136
|
8.83K
$605K
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.06% |
$121 - $136
|
3.25K
$223K
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2+ 0.21% |
$121 - $136
|
952
$65.3K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.75% |
$60.6 - $68.2
|
135
$9.25K
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.01% |
$60.6 - $68.2
|
11.4K
$783K
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.45% |
$60.6 - $68.2
|
222
$15.2K
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.56% |
$60.6 - $68.2
|
180
$12.3K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1Closed |
$60.6 - $68.2
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4- 0.77% |
$242 - $273
|
518
$35.5K
|