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 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-382- 7.87% |
$25K - $27K
|
4.47K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-396- 10.33% |
$25.9K - $28K
|
3.44K
$217K
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
SELL
|
- |
-477- 7.88% |
$31.2K - $33.7K
|
5.58K
$352K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-479- 8.84% |
$31.3K - $33.8K
|
4.94K
$312K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-491- 11.76% |
$32.1K - $34.7K
|
3.69K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-494- 1.22% |
$32.3K - $34.9K
|
40.1K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-500- 15.67% |
$32.7K - $35.3K
|
2.69K
$170K
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-524- 9.06% |
$34.3K - $37K
|
5.26K
$332K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-530- 4.06% |
$34.7K - $37.4K
|
12.5K
$791K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-539- 1.1% |
$35.3K - $38.1K
|
48.4K
$3.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-540- 3.56% |
$35.3K - $38.1K
|
14.6K
$922K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-542- 5.66% |
$35.5K - $38.3K
|
9.03K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-553- 21.32% |
$36.2K - $39.1K
|
2.04K
$129K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-622- 67.46% |
$40.7K - $43.9K
|
300
$18.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-641- 2.88% |
$41.9K - $45.3K
|
21.6K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-642- 0.92% |
$42K - $45.4K
|
69.3K
$4.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-644- 8.85% |
$42.1K - $45.5K
|
6.64K
$419K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-700- 18.71% |
$45.8K - $49.4K
|
3.04K
$192K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-742- 2.08% |
$48.6K - $52.4K
|
34.9K
$2.21M
|
|
|
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
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-770- 6.77% |
$50.4K - $54.4K
|
10.6K
$669K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-801- 3.72% |
$52.4K - $56.6K
|
20.7K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-811- 24.97% |
$53.1K - $57.3K
|
2.44K
$154K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-1.06K- 12.11% |
$69.6K - $75.2K
|
7.72K
$487K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.09K- 12.19% |
$71.5K - $77.1K
|
7.87K
$496K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 1.86% |
$71.9K - $77.6K
|
57.8K
$3.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-1.14K- 6.14% |
$74.9K - $80.8K
|
17.5K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-1.25K- 4.37% |
$81.5K - $87.9K
|
27.2K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.28K- 9.67% |
$83.6K - $90.2K
|
11.9K
$753K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.46KClosed |
$95.3K - $103K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.47K- 8.9% |
$96.4K - $104K
|
15.1K
$952K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.5K- 3.52% |
$98.3K - $106K
|
41.2K
$2.6M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.52K- 11.26% |
$99.7K - $108K
|
12K
$757K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.52K- 23.66% |
$99.7K - $108K
|
4.92K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.57K- 49.64% |
$103K - $111K
|
1.59K
$101K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.83K- 3.65% |
$120K - $129K
|
48.2K
$3.04M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.9K- 5.3% |
$124K - $134K
|
34K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-1.92K- 24.45% |
$126K - $136K
|
5.93K
$374K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.12K- 59.61% |
$139K - $150K
|
1.44K
$90.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.44K- 24.86% |
$159K - $172K
|
7.36K
$465K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.45K- 4.58% |
$160K - $173K
|
51.1K
$3.22M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.78K- 1.95% |
$182K - $196K
|
139K
$8.8M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.15K- 3.22% |
$206K - $222K
|
94.8K
$5.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.16K- 43.23% |
$206K - $223K
|
4.14K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.49K- 11.63% |
$228K - $247K
|
26.5K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.17K- 12.48% |
$273K - $294K
|
29.2K
$1.84M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.39K- 25.78% |
$288K - $310K
|
12.7K
$799K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.82K- 35.69% |
$315K - $340K
|
8.68K
$548K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.09K- 14.16% |
$333K - $359K
|
30.8K
$1.95M
|