Purchases and Sales Made in Q2 2020 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q2 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2020
Q2 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.12M+ 59.25% |
$46.1M - $57.3M
|
3.01M
$209M
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
538K+ 818.75% |
$22.2M - $27.5M
|
604K
$42M
|
|
|
Jul 13, 2020
Q2 2020
|
Lvz, Inc.
|
BUY
|
- |
445KNew |
$18.3M - $22.8M
|
445K
$31M
|
|
|
Jul 08, 2020
Q2 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
254K+ 61.02% |
$10.5M - $13M
|
670K
$46.7M
|
|
|
Aug 12, 2020
Q2 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
242K+ 52.59% |
$9.98M - $12.4M
|
703K
$48.9M
|
|
|
Aug 05, 2020
Q2 2020
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
227K+ 2008.22% |
$9.35M - $11.6M
|
238K
$16.6M
|
|
|
Mar 23, 2023
Q2 2020
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
208K+ 57.21% |
$8.58M - $10.7M
|
572K
$39.8M
|
|
|
Aug 14, 2020
Q2 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
145K+ 423.18% |
$5.97M - $7.41M
|
179K
$12.5M
|
|
|
Aug 17, 2020
Q2 2020
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
142KNew |
$5.84M - $7.26M
|
142K
$9.87M
|
|
|
Jun 17, 2024
Q2 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
139K+ 212.92% |
$5.72M - $7.1M
|
204K
$14.2M
|
|
|
Aug 03, 2020
Q2 2020
|
Vicus Capital
State College, PA |
BUY
|
- |
94.1K+ 108.44% |
$3.88M - $4.82M
|
181K
$12.6M
|
|
|
Aug 17, 2020
Q2 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
74.3KNew |
$3.06M - $3.8M
|
74.3K
$5.17M
|
|
|
Aug 14, 2020
Q2 2020
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
66.5K+ 18.98% |
$2.74M - $3.4M
|
417K
$29M
|
|
|
Aug 05, 2020
Q2 2020
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
61.1K+ 100.93% |
$2.52M - $3.13M
|
122K
$8.47M
|
|
|
Aug 06, 2020
Q2 2020
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
44.7K+ 46.69% |
$1.84M - $2.29M
|
141K
$9.78M
|
|
|
Jul 31, 2020
Q2 2020
|
Ubs Group Ag
|
BUY
|
- |
40.6K+ 74.14% |
$1.67M - $2.08M
|
95.3K
$6.63M
|
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
BUY
|
- |
39K+ 44.47% |
$1.61M - $2M
|
127K
$8.82M
|
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
BUY
|
- |
36.5K+ 365440.0% |
$1.51M - $1.87M
|
36.6K
$2.55M
|
|
|
Aug 12, 2020
Q2 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.4K+ 5.12% |
$1.5M - $1.86M
|
747K
$52M
|
|
|
Sep 23, 2021
Q2 2020
|
Systelligence, LLC
|
BUY
|
- |
35.7K+ 697.85% |
$1.47M - $1.83M
|
40.8K
$2.84M
|
|
|
Sep 21, 2023
Q2 2020
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
29.3K+ 10.81% |
$1.21M - $1.5M
|
300K
$20.9M
|
|
|
Aug 03, 2020
Q2 2020
|
Adviser Investments LLC
|
BUY
|
- |
27.8K+ 3.97% |
$1.15M - $1.42M
|
729K
$50.7M
|
|
|
Jul 08, 2020
Q2 2020
|
Hbw Advisory Services LLC
|
BUY
|
- |
25.1KNew |
$1.04M - $1.29M
|
25.1K
$1.75M
|
|
|
Jul 31, 2020
Q2 2020
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
18.1K+ 81.0% |
$745K - $925K
|
40.4K
$2.81M
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
17.4KNew |
$717K - $891K
|
17.4K
$1.21M
|
|
|
Aug 07, 2020
Q2 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16KNew |
$660K - $819K
|
16K
$1.11M
|
|
|
Aug 14, 2020
Q2 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.6K+ 89.77% |
$643K - $798K
|
33K
$2.29M
|
|
|
Aug 10, 2020
Q2 2020
|
Traynor Capital Management, Inc.
|
BUY
|
- |
15.3K+ 14.99% |
$631K - $784K
|
117K
$8.18M
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.2KNew |
$587K - $729K
|
14.2K
$992K
|
|
|
Jul 17, 2020
Q2 2020
|
Eagle Capital Management, LLC
|
BUY
|
- |
13.2K+ 8.8% |
$543K - $675K
|
163K
$11.3M
|
|
|
Aug 05, 2020
Q2 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
11.3KNew |
$467K - $580K
|
11.3K
$789K
|
|
|
Aug 04, 2020
Q2 2020
|
Karp Capital Management Corp
|
BUY
|
- |
9.41K+ 4.91% |
$388K - $482K
|
201K
$14M
|
|
|
Jul 31, 2020
Q2 2020
|
Lincoln National Corp
|
BUY
|
- |
9.33K+ 15.5% |
$385K - $478K
|
69.5K
$4.84M
|
|
|
Aug 03, 2020
Q2 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.37KNew |
$345K - $429K
|
8.37K
$583K
|
|
|
Aug 12, 2020
Q2 2020
|
Stone X Group Inc.
|
BUY
|
- |
8K+ 11.57% |
$330K - $410K
|
77.1K
$5.37M
|
|
|
Jul 13, 2020
Q2 2020
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
7.8KNew |
$321K - $399K
|
7.8K
$543K
|
|
|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.66K+ 4.56% |
$316K - $392K
|
175K
$12.2M
|
|
|
Aug 12, 2020
Q2 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.94K+ 30.3% |
$286K - $355K
|
29.8K
$2.08M
|
|
|
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.54K+ 75.47% |
$269K - $335K
|
15.2K
$1.06M
|
|
|
Aug 05, 2020
Q2 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.23KNew |
$257K - $319K
|
6.23K
$434K
|
|
|
Jul 17, 2020
Q2 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.04K+ 8.65% |
$249K - $309K
|
75.8K
$5.28M
|
|
|
Jul 28, 2020
Q2 2020
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.72K+ 7.13% |
$236K - $293K
|
85.9K
$5.98M
|
|
|
Jul 17, 2020
Q2 2020
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
5.2KNew |
$214K - $266K
|
5.2K
$362K
|
|
|
Jan 08, 2024
Q2 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.81K+ 27.81% |
$198K - $246K
|
22.1K
$1.54M
|
|
|
Aug 03, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.74K+ 23710.0% |
$195K - $243K
|
4.76K
$332K
|
|
|
Aug 13, 2020
Q2 2020
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.72KNew |
$195K - $242K
|
4.72K
$329K
|
|
|
Aug 14, 2020
Q2 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.54K+ 29.83% |
$187K - $232K
|
19.7K
$1.37M
|
|
|
Jul 29, 2020
Q2 2020
|
Weatherly Asset Management L. P.
|
BUY
|
- |
4.48K+ 18.27% |
$184K - $229K
|
29K
$2.02M
|
|
|
Aug 11, 2020
Q2 2020
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.23KNew |
$174K - $216K
|
4.23K
$294K
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.16KNew |
$171K - $213K
|
4.16K
$289K
|