Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q1 2025. 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 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
141KNew |
$9.21M - $9.94M
|
141K
$8.88M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
103K+ 1276.48% |
$6.72M - $7.26M
|
111K
$6.99M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
87.4K+ 66.34% |
$5.72M - $6.18M
|
219K
$13.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
83.4K+ 104.32% |
$5.46M - $5.89M
|
163K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
83.1K+ 42.08% |
$5.44M - $5.87M
|
281K
$17.7M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
78.9KNew |
$5.16M - $5.57M
|
78.9K
$4.98M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70.5K+ 45.86% |
$4.61M - $4.98M
|
224K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
63.5K+ 200.97% |
$4.15M - $4.48M
|
95.1K
$6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.8K+ 228.95% |
$4.11M - $4.44M
|
90.2K
$5.69M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.5K+ 9.55% |
$3.24M - $3.49M
|
567K
$35.8M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
45KNew |
$2.95M - $3.18M
|
45K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
44.9KNew |
$2.94M - $3.17M
|
44.9K
$2.83M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
42.4K+ 2.59% |
$2.77M - $2.99M
|
1.68M
$106M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
41.8K+ 1132.78% |
$2.74M - $2.95M
|
45.5K
$2.87M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
37.2KNew |
$2.44M - $2.63M
|
37.2K
$2.35M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
33.5K+ 4344.88% |
$2.19M - $2.37M
|
34.3K
$2.16M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
29.2K+ 694.67% |
$1.91M - $2.06M
|
33.4K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.2K+ 747.77% |
$1.85M - $1.99M
|
32K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.1K+ 5.36% |
$1.84M - $1.98M
|
551K
$34.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27.3K+ 50.79% |
$1.78M - $1.93M
|
81K
$5.11M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.8KNew |
$1.75M - $1.89M
|
26.8K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
25.5KNew |
$1.67M - $1.8M
|
25.5K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
24.2K+ 732.18% |
$1.58M - $1.71M
|
27.5K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.1K+ 66.83% |
$1.51M - $1.63M
|
57.6K
$3.64M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.6K+ 18.46% |
$1.02M - $1.1M
|
99.8K
$6.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
15.5K+ 25.35% |
$1.01M - $1.09M
|
76.4K
$4.82M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
14.6K+ 8.93% |
$953K - $1.03M
|
178K
$11.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.9KNew |
$910K - $982K
|
13.9K
$878K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12.8K+ 17.92% |
$836K - $902K
|
84.1K
$5.31M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.1K+ 19.09% |
$789K - $852K
|
75.2K
$4.75M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.1K+ 187.66% |
$728K - $786K
|
17K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.1K+ 7.66% |
$724K - $782K
|
156K
$9.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.9K+ 8.31% |
$716K - $773K
|
143K
$9M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.9KNew |
$715K - $772K
|
10.9K
$690K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10.7K+ 8.62% |
$697K - $753K
|
134K
$8.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
10K+ 1.8% |
$656K - $708K
|
567K
$35.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
8.93K+ 12.33% |
$584K - $631K
|
81.3K
$5.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.87K+ 87466.67% |
$515K - $556K
|
7.88K
$497K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.53K+ 34.9% |
$493K - $532K
|
29.1K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.14K+ 60.92% |
$467K - $505K
|
18.9K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.08K+ 130.26% |
$463K - $500K
|
12.5K
$790K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.84KNew |
$447K - $483K
|
6.84K
$431K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
6.79K+ 27.11% |
$445K - $480K
|
31.9K
$2.01M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
5.98K+ 2.36% |
$391K - $423K
|
259K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.85KNew |
$383K - $413K
|
5.85K
$369K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.69K+ 415.41% |
$372K - $402K
|
7.06K
$445K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.17KNew |
$338K - $365K
|
5.17K
$326K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.1K+ 2.81% |
$334K - $361K
|
187K
$11.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.02KNew |
$328K - $354K
|
5.02K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.99K+ 37.84% |
$326K - $352K
|
18.2K
$1.15M
|