Purchases and Sales Made in Q1 2025 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 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 25, 2025 Q1 2025
Wealthstar Advisors, LLC

Plano, TX
BUY
 -
363
+ 3.61%
$23.8K - $25.6K
10.4K $658K
Apr 17, 2025 Q1 2025
Partners Wealth Management, LLC

Carmel By The Sea, CA
BUY
 -
362
+ 2.5%
$23.7K - $25.6K
14.9K $938K
Apr 18, 2025 Q1 2025
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
359
+ 25.88%
$23.5K - $25.4K
1.75K $110K
May 05, 2025 Q1 2025
Ifp Advisors, Inc

BUY
 -
345
+ 10.54%
$22.6K - $24.4K
3.62K $228K
May 12, 2025 Q1 2025
Jpmorgan Chase & CO

New York, NY
BUY
 -
343
+ 0.3%
$22.4K - $24.2K
116K $7.35M
Apr 14, 2025 Q1 2025
Lex Aurum Advisors, LLC

BUY
 -
332
+ 4.59%
$21.7K - $23.5K
7.57K $478K
Apr 28, 2025 Q1 2025
Rossby Financial, Lcc

Melbourne, FL
BUY
 -
331
New
$21.7K - $23.4K
331 $20.9K
May 13, 2025 Q1 2025
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
330
New
$21.6K - $23.3K
330 $20.8K
Apr 25, 2025 Q1 2025
Smith, Salley & Associates

BUY
 -
321
+ 0.74%
$21K - $22.7K
43.9K $2.77M
May 15, 2025 Q1 2025
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
259
+ 10.03%
$16.9K - $18.3K
2.84K $179K
May 07, 2025 Q1 2025
N.E.W. Advisory Services LLC

BUY
 -
229
New
$15K - $16.2K
229 $14.5K
Apr 22, 2025 Q1 2025
Continuum Advisory, LLC

Eagle, ID
BUY
 -
193
+ 6.54%
$12.6K - $13.6K
3.15K $199K
Apr 11, 2025 Q1 2025
Cranbrook Wealth Management, LLC

BUY
 -
193
New
$12.6K - $13.6K
193 $12.2K
May 08, 2025 Q1 2025
Arkadios Wealth Advisors

BUY
 -
186
+ 2.29%
$12.2K - $13.1K
8.32K $525K
May 08, 2025 Q1 2025
Plante Moran Financial Advisors, LLC

BUY
 -
173
New
$11.3K - $12.2K
173 $10.9K
Apr 16, 2025 Q1 2025
Pacific Sun Financial Corp

BUY
 -
170
+ 2.52%
$11.1K - $12K
6.9K $436K
Apr 22, 2025 Q1 2025
Southern Capital Advisors, LLC

BUY
 -
167
+ 1.91%
$10.9K - $11.8K
8.92K $563K
May 09, 2025 Q1 2025
Blair William & CO

Chicago, IL
BUY
 -
158
+ 10.9%
$10.3K - $11.2K
1.61K $101K
Apr 29, 2025 Q1 2025
Chilton Capital Management LLC

Houston, TX
BUY
 -
152
New
$9.95K - $10.7K
152 $9.59K
Apr 22, 2025 Q1 2025
Wealth Care Investment Partners, LLC

BUY
 -
148
+ 3.11%
$9.69K - $10.5K
4.91K $310K
Apr 07, 2025 Q1 2025
Parallel Advisors, LLC

BUY
 -
148
+ 32.74%
$9.69K - $10.5K
600 $37.9K
May 05, 2025 Q1 2025
Pfg Advisors

BUY
 -
141
+ 4.4%
$9.23K - $9.96K
3.35K $211K
May 15, 2025 Q1 2025
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
132
+ 4.66%
$8.64K - $9.32K
2.96K $187K
Apr 23, 2025 Q1 2025
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
132
New
$8.64K - $9.32K
132 $8.33K
Apr 25, 2025 Q1 2025
Valley National Advisers Inc

BUY
 -
125
+ 94.7%
$8.18K - $8.83K
257 $16.2K
May 14, 2025 Q1 2025
Pks Advisory Services, LLC

Albany, NY
BUY
 -
103
+ 1.95%
$6.74K - $7.28K
5.38K $340K
Apr 14, 2025 Q1 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
98
+ 67.59%
$6.41K - $6.92K
243 $15.3K
Apr 24, 2025 Q1 2025
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
97
+ 0.74%
$6.35K - $6.85K
13.3K $837K
May 02, 2025 Q1 2025
Montis Financial, LLC

BUY
 -
92
+ 2.36%
$6.02K - $6.5K
3.99K $252K
May 16, 2025 Q1 2025
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
88
New
$5.76K - $6.22K
88 $5.55K
May 01, 2025 Q1 2025
Signaturefd, LLC

Atlanta, GA
BUY
 -
82
+ 512.5%
$5.37K - $5.79K
98 $6.18K
Apr 29, 2025 Q1 2025
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
77
+ 0.99%
$5.04K - $5.44K
7.86K $496K
May 01, 2025 Q1 2025
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
76
New
$4.97K - $5.37K
76 $4.8K
May 02, 2025 Q1 2025
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
72
New
$4.71K - $5.09K
72 $4.54K
May 07, 2025 Q1 2025
Geneos Wealth Management Inc.

BUY
 -
71
+ 1.77%
$4.65K - $5.02K
4.09K $258K
Apr 22, 2025 Q1 2025
Assured Partners Investment Advisors, LLC

Tampa, FL
BUY
 -
65
+ 2.12%
$4.25K - $4.59K
3.13K $198K
Apr 30, 2025 Q1 2025
Principal Securities, Inc.

Des Moines, IA
BUY
 -
55
+ 0.27%
$3.6K - $3.89K
20.7K $1.3M
Apr 22, 2025 Q1 2025
Comprehensive Money Management Services LLC

Coral Gables, FL
BUY
 -
50
+ 0.54%
$3.27K - $3.53K
9.28K $586K
Apr 17, 2025 Q1 2025
Lynch & Associates

BUY
 -
44
+ 0.13%
$2.88K - $3.11K
32.7K $2.06M
May 29, 2025 Q1 2025
Nova Wealth Management, Inc.

Bonita Springs, FL
BUY
 -
38
+ 4.49%
$2.49K - $2.68K
884 $55.8K
May 13, 2025 Q1 2025
Russell Investments Group, Ltd.

BUY
 -
30
New
$1.96K - $2.12K
30 $1.89K
Apr 15, 2025 Q1 2025
Ipsen Advisor Group LLC

Little Rock, AR
BUY
 -
23
+ 0.43%
$1.51K - $1.62K
5.34K $337K
Apr 17, 2025 Q1 2025
Mission Wealth Management, LP

BUY
 -
18
+ 0.21%
$1.18K - $1.27K
8.4K $530K
May 13, 2025 Q1 2025
Valley Brook Capital Group, Inc.

Venetia, PA
BUY
 -
16
+ 0.37%
$1.05K - $1.13K
4.32K $273K
May 20, 2025 Q1 2025
Flaharty Asset Management, LLC

BUY
 -
15
New
$982 - $1.06K
15 $947
Apr 29, 2025 Q1 2025
Artemis Wealth Advisors, LLC

BUY
 -
14
+ 0.36%
$916 - $989
3.9K $246K
Apr 29, 2025 Q1 2025
Apex Wealth Management, LLC

Bedford, NH
BUY
 -
14
+ 0.34%
$916 - $989
4.07K $257K
Apr 30, 2025 Q1 2025
Allworth Financial LP

BUY
 -
13
+ 0.63%
$851 - $918
2.07K $131K
May 13, 2025 Q1 2025
Eaton Financial Holdings Company, LLC

Coral Springs, FL
BUY
 -
12
+ 0.38%
$785 - $848
3.2K $202K

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