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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
14.6K+ 8.93% |
$953K - $1.03M
|
178K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
10K+ 1.8% |
$656K - $708K
|
567K
$36M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.87K+ 87466.67% |
$515K - $556K
|
7.88K
$500K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
6.79K+ 27.11% |
$445K - $480K
|
31.9K
$2.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.84K+ 9.81% |
$317K - $342K
|
54.1K
$3.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.16KNew |
$207K - $223K
|
3.16K
$200K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
3.04K+ 40.15% |
$199K - $215K
|
10.6K
$673K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.04K+ 7.92% |
$133K - $144K
|
27.7K
$1.76M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
1.83KNew |
$120K - $129K
|
1.83K
$116K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.67KNew |
$109K - $118K
|
1.67K
$106K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.28K+ 29.14% |
$84K - $90.7K
|
5.69K
$361K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.13K+ 2.27% |
$73.8K - $79.6K
|
50.9K
$3.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
362+ 2.5% |
$23.7K - $25.6K
|
14.9K
$943K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
359+ 25.88% |
$23.5K - $25.4K
|
1.75K
$111K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
332+ 4.59% |
$21.7K - $23.5K
|
7.57K
$480K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
193New |
$12.6K - $13.6K
|
193
$12.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
170+ 2.52% |
$11.1K - $12K
|
6.9K
$438K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
148+ 32.74% |
$9.69K - $10.5K
|
600
$38.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
98+ 67.59% |
$6.41K - $6.92K
|
243
$15.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
44+ 0.13% |
$2.88K - $3.11K
|
32.7K
$2.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
23+ 0.43% |
$1.51K - $1.62K
|
5.34K
$339K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
18+ 0.21% |
$1.18K - $1.27K
|
8.4K
$533K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
12+ 0.38% |
$785 - $848
|
3.18K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.12% |
$262 - $283
|
3.38K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-6- 1.03% |
$393 - $424
|
578
$36.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-35- 0.41% |
$2.29K - $2.47K
|
8.5K
$539K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-73- 0.27% |
$4.78K - $5.16K
|
26.5K
$1.68M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-88- 2.08% |
$5.76K - $6.22K
|
4.15K
$263K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-347- 0.84% |
$22.7K - $24.5K
|
40.9K
$2.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
SELL
|
- |
-477- 7.88% |
$31.2K - $33.7K
|
5.58K
$354K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-540- 3.56% |
$35.3K - $38.1K
|
14.6K
$927K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-641- 2.88% |
$41.9K - $45.3K
|
21.6K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-700- 18.71% |
$45.8K - $49.4K
|
3.04K
$193K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-750- 4.41% |
$49.1K - $53K
|
16.3K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-761- 0.45% |
$49.8K - $53.8K
|
169K
$10.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-1.14K- 6.14% |
$74.9K - $80.8K
|
17.5K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.28K- 9.67% |
$83.6K - $90.2K
|
11.9K
$757K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.17K- 12.48% |
$273K - $294K
|
29.2K
$1.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-9.18K- 42.35% |
$601K - $649K
|
12.5K
$793K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-25.1K- 38.44% |
$1.64M - $1.77M
|
40.2K
$2.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-36.5K- 76.85% |
$2.39M - $2.58M
|
11K
$697K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-147K- 89.21% |
$9.63M - $10.4M
|
17.8K
$1.13M
|