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 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.84K+ 9.81% |
$317K - $342K
|
54.1K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.79KNew |
$313K - $338K
|
4.79K
$302K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.72K+ 5.14% |
$309K - $333K
|
96.5K
$6.09M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.39KNew |
$287K - $310K
|
4.39K
$277K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.21K+ 115.81% |
$276K - $298K
|
7.85K
$495K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.19K+ 1.64% |
$274K - $296K
|
259K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.09KNew |
$267K - $289K
|
4.09K
$258K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.05KNew |
$265K - $286K
|
4.05K
$256K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.05K+ 87.16% |
$265K - $286K
|
8.69K
$548K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.01K+ 2.12% |
$262K - $283K
|
193K
$12.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
3.97KNew |
$259K - $280K
|
3.97K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.66KNew |
$240K - $259K
|
3.66K
$231K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.63KNew |
$237K - $256K
|
3.63K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.46K+ 0.19% |
$226K - $244K
|
1.83M
$115M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
3.16K+ 1.77% |
$207K - $223K
|
182K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.16K+ 10.74% |
$207K - $223K
|
32.6K
$2.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.16KNew |
$207K - $223K
|
3.16K
$199K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
3.04K+ 40.15% |
$199K - $215K
|
10.6K
$669K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.01K+ 17.77% |
$197K - $213K
|
20K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
3K+ 2.42% |
$196K - $212K
|
127K
$8.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.99KNew |
$196K - $211K
|
2.99K
$189K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.34K+ 3.41% |
$153K - $165K
|
70.9K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.3K+ 70.72% |
$150K - $162K
|
5.55K
$350K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.04K+ 7.92% |
$133K - $144K
|
27.7K
$1.75M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
1.83KNew |
$120K - $129K
|
1.83K
$116K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.67KNew |
$109K - $118K
|
1.67K
$106K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.67K+ 109.58% |
$109K - $118K
|
3.19K
$202K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.67KNew |
$109K - $118K
|
1.67K
$105K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.64K+ 52.19% |
$107K - $115K
|
4.77K
$301K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.51K+ 7.19% |
$98.6K - $106K
|
22.5K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.44K+ 12.34% |
$94.1K - $102K
|
13.1K
$826K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.4KNew |
$91.6K - $98.9K
|
1.4K
$88.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.28K+ 29.14% |
$84K - $90.7K
|
5.69K
$359K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.24K+ 32.61% |
$81.1K - $87.6K
|
5.04K
$318K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.13K+ 2.27% |
$73.8K - $79.6K
|
50.9K
$3.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
1.04K+ 12.76% |
$67.9K - $73.3K
|
9.17K
$578K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
976New |
$63.9K - $68.9K
|
976
$61.6K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
868New |
$56.8K - $61.3K
|
868
$54.8K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
846New |
$55.4K - $59.8K
|
846
$53.4K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
843+ 7.09% |
$55.2K - $59.5K
|
12.7K
$804K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
834+ 15.3% |
$54.6K - $58.9K
|
6.29K
$397K
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
737+ 0.45% |
$48.2K - $52.1K
|
166K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
736+ 13.2% |
$48.2K - $52K
|
6.31K
$398K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
699+ 19.11% |
$45.7K - $49.4K
|
4.36K
$275K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
624+ 19.0% |
$40.8K - $44.1K
|
3.91K
$247K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
618+ 19.7% |
$40.4K - $43.7K
|
3.76K
$237K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
587+ 7.09% |
$38.4K - $41.5K
|
8.87K
$560K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
431New |
$28.2K - $30.4K
|
431
$27.2K
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
407+ 7.58% |
$26.6K - $28.8K
|
5.77K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
378New |
$24.7K - $26.7K
|
378
$23.9K
|