Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Hea (FHLC)

FHLC Quotes by TradingView

This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q1 2023. 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 27, 2023 Q1 2023
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
35
+ 0.57%
$2.06K - $2.25K
6.18K $424K
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
34
+ 0.38%
$2K - $2.19K
8.91K $611K
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
28
New
$1.65K - $1.8K
28 $1.92K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
28
+ 0.71%
$1.65K - $1.8K
4K $274K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
23
+ 26.14%
$1.35K - $1.48K
111 $7.61K
May 05, 2023 Q1 2023
Arcadia Investment Management Corp

BUY
 -
20
New
$1.18K - $1.29K
20 $1.37K
May 12, 2023 Q1 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
15
+ 0.23%
$883 - $964
6.44K $442K
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
13
+ 0.18%
$765 - $836
7.31K $501K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
8
+ 0.07%
$471 - $514
12K $820K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
7
+ 0.07%
$412 - $450
9.78K $670K
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
6
New
$353 - $386
6 $411
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
6
+ 0.25%
$353 - $386
2.38K $163K
May 17, 2023 Q1 2023
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
5
+ 0.07%
$294 - $321
7.04K $482K
Jan 09, 2024 Q1 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
4
+ 0.29%
$235 - $257
1.4K $96.2K
Oct 13, 2023 Q1 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
2
+ 0.35%
$118 - $129
570 $39.1K
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
2
+ 0.06%
$118 - $129
3.52K $242K
May 03, 2023 Q1 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
2
New
$118 - $129
2 $137
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1
New
$58.9 - $64.3
1 $68.5
May 03, 2023 Q1 2023
Element Wealth, LLC

BUY
 -
1
+ 0.44%
$58.9 - $64.3
226 $15.5K
May 10, 2023 Q1 2023
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
1
+ 0.01%
$58.9 - $64.3
8.59K $588K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
1
+ 0.4%
$58.9 - $64.3
252 $17.3K
May 05, 2023 Q1 2023
Bellwether Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Apr 20, 2023 Q1 2023
Private Ocean, LLC

SELL
 -
-1
- 0.24%
$58.9 - $64.3
408 $28K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-2
- 0.02%
$118 - $129
13.1K $897K
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

SELL
 -
-3
- 4.69%
$177 - $193
61 $4.18K
Apr 06, 2023 Q1 2023
Silverleafe Capital Partners, LLC

Memphis, TN
SELL
 -
-11
- 0.27%
$647 - $707
4.13K $283K
Apr 28, 2023 Q1 2023
Artemis Wealth Advisors, LLC

SELL
 -
-32
- 0.83%
$1.88K - $2.06K
3.81K $261K
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
SELL
 -
-63
- 2.25%
$3.71K - $4.05K
2.74K $188K
Nov 30, 2023 Q1 2023
Pfs Partners, LLC

Mine Hill, NJ
SELL
 -
-76
- 50.33%
$4.47K - $4.89K
75 $5.14K
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
SELL
 -
-89
- 1.64%
$5.24K - $5.72K
5.33K $365K
Apr 12, 2023 Q1 2023
National Bank Of Canada

SELL
 -
-90
- 1.15%
$5.3K - $5.79K
7.73K $530K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

SELL
 -
-98
- 0.54%
$5.77K - $6.3K
18.2K $1.25M
May 04, 2023 Q1 2023
Founders Financial Securities LLC

SELL
 -
-109
- 1.76%
$6.42K - $7.01K
6.09K $417K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
SELL
 -
-110
- 99.1%
$6.47K - $7.07K
1 $68.5
Apr 19, 2023 Q1 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-150
- 0.33%
$8.83K - $9.64K
45.5K $3.12M
Apr 07, 2023 Q1 2023
Armstrong Advisory Group, Inc

Needham, MA
SELL
 -
-153
- 19.34%
$9.01K - $9.84K
638 $43.7K
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-164
- 44.44%
$9.65K - $10.5K
205 $14.1K
May 04, 2023 Q1 2023
Tandem Capital Management Corp

SELL
 -
-180
- 1.0%
$10.6K - $11.6K
17.9K $1.22M
Apr 28, 2023 Q1 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-204
- 4.57%
$12K - $13.1K
4.26K $292K
Apr 27, 2023 Q1 2023
Roman Butler Fullerton & CO

SELL
 -
-226
- 1.77%
$13.3K - $14.5K
12.6K $862K
Apr 20, 2023 Q1 2023
Accel Wealth Management

SELL
 -
-268
- 12.22%
$15.8K - $17.2K
1.93K $132K
May 01, 2023 Q1 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
SELL
 -
-269
- 5.61%
$15.8K - $17.3K
4.52K $310K
Jun 17, 2024 Q1 2023
Traphagen Investment Advisors LLC

Oradell, NJ
SELL
 -
-317
- 0.07%
$18.7K - $20.4K
451K $30.9M
Apr 20, 2023 Q1 2023
Demars Financial Group, LLC

SELL
 -
-317
- 1.2%
$18.7K - $20.4K
26.1K $1.79M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-325
- 5.37%
$19.1K - $20.9K
5.73K $393K
Apr 21, 2023 Q1 2023
Atlas Brown,Inc.

SELL
 -
-363
- 1.28%
$21.4K - $23.3K
27.9K $1.91M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

SELL
 -
-401
- 78.32%
$23.6K - $25.8K
111 $7.61K
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-401
- 2.48%
$23.6K - $25.8K
15.8K $1.08M
May 11, 2023 Q1 2023
Colonial Trust Advisors

Spartanburg, SC
SELL
 -
-426
- 80.99%
$25.1K - $27.4K
100 $6.85K

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