Purchases and Sales Made in Q2 2021 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q2 2021. 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 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.63K+ 0.57% |
$95.9K - $104K
|
285K
$19.9M
|
|
Aug 09, 2021
Q2 2021
|
Smith, Salley & Associates
|
BUY
|
- |
1.57K+ 7.09% |
$92.2K - $100K
|
23.7K
$1.65M
|
|
Aug 12, 2021
Q2 2021
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.51K+ 6.49% |
$88.9K - $96.7K
|
24.8K
$1.73M
|
|
Aug 02, 2021
Q2 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.38K+ 4.44% |
$81.1K - $88.2K
|
32.5K
$2.26M
|
|
Jul 21, 2021
Q2 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.26K+ 1.44% |
$73.8K - $80.2K
|
88.5K
$6.16M
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.25K+ 35.51% |
$73.4K - $79.7K
|
4.77K
$332K
|
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.25K+ 0.97% |
$73.1K - $79.5K
|
130K
$9.03M
|
|
Aug 04, 2021
Q2 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.2K+ 10.31% |
$70.7K - $76.8K
|
12.9K
$896K
|
|
Jul 23, 2021
Q2 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.15K+ 3.45% |
$67.7K - $73.6K
|
34.5K
$2.4M
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.11K+ 4.3% |
$65.4K - $71.1K
|
27K
$1.88M
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.01K+ 4.43% |
$59.5K - $64.6K
|
23.8K
$1.66M
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
968New |
$56.9K - $61.8K
|
968
$67.4K
|
|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
856+ 2.65% |
$50.3K - $54.6K
|
33.2K
$2.31M
|
|
Aug 04, 2021
Q2 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
808+ 1.25% |
$47.5K - $51.6K
|
65.3K
$4.55M
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
741+ 1.27% |
$43.5K - $47.3K
|
59.2K
$4.12M
|
|
Jul 27, 2021
Q2 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
600New |
$35.3K - $38.3K
|
600
$41.8K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
597+ 10.05% |
$35.1K - $38.1K
|
6.54K
$455K
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
590+ 11.0% |
$34.7K - $37.7K
|
5.96K
$415K
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
589+ 906.15% |
$34.6K - $37.6K
|
654
$45.5K
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
582+ 2.51% |
$34.2K - $37.2K
|
23.8K
$1.66M
|
|
Aug 12, 2021
Q2 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
522New |
$30.7K - $33.3K
|
522
$36.3K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
495New |
$29.1K - $31.6K
|
495
$34.5K
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
470+ 13.85% |
$27.6K - $30K
|
3.86K
$269K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
439+ 3.0% |
$25.8K - $28K
|
15.1K
$1.05M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
420+ 6.6% |
$24.7K - $26.8K
|
6.78K
$472K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
409+ 404.95% |
$24K - $26.1K
|
510
$35.5K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
374+ 1.06% |
$22K - $23.9K
|
35.6K
$2.48M
|
|
Jul 19, 2021
Q2 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
373+ 1.11% |
$21.9K - $23.8K
|
34.1K
$2.37M
|
|
Aug 05, 2021
Q2 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
300New |
$17.6K - $19.2K
|
300
$20.9K
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
300New |
$17.6K - $19.2K
|
300
$20.9K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
280+ 0.15% |
$16.5K - $17.9K
|
188K
$13.1M
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
250New |
$14.7K - $16K
|
250
$17.4K
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
217+ 3.27% |
$12.7K - $13.9K
|
6.85K
$477K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
204+ 1.3% |
$12K - $13K
|
15.9K
$1.11M
|
|
Jul 15, 2021
Q2 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
200+ 4.67% |
$11.8K - $12.8K
|
4.48K
$312K
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
194+ 4.11% |
$11.4K - $12.4K
|
4.91K
$342K
|
|
Aug 06, 2021
Q2 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
183+ 5.04% |
$10.8K - $11.7K
|
3.82K
$266K
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
146+ 48.67% |
$8.58K - $9.32K
|
446
$31.1K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
139+ 59.91% |
$8.17K - $8.87K
|
371
$25.8K
|
|
Aug 09, 2021
Q2 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
123+ 1.9% |
$7.23K - $7.85K
|
6.61K
$460K
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
105+ 2.06% |
$6.17K - $6.7K
|
5.2K
$362K
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
96+ 0.6% |
$5.64K - $6.13K
|
16.1K
$1.12M
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
85New |
$4.99K - $5.43K
|
85
$5.92K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
83+ 19.39% |
$4.88K - $5.3K
|
511
$35.6K
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
78+ 17.26% |
$4.58K - $4.98K
|
530
$36.9K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
67New |
$3.94K - $4.28K
|
67
$4.67K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
66+ 6.52% |
$3.88K - $4.21K
|
1.08K
$75.1K
|
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
43+ 4.49% |
$2.53K - $2.75K
|
1K
$69.6K
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
42New |
$2.47K - $2.68K
|
42
$2.92K
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
35+ 0.25% |
$2.06K - $2.23K
|
14.1K
$980K
|