Purchases and Sales Made in Q2 2022 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
5.33K+ 29.2% |
$301K - $363K
|
23.6K
$1.64M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.16K+ 162.61% |
$292K - $351K
|
8.34K
$581K
|
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
5.15KNew |
$291K - $351K
|
5.15K
$359K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.77K+ 25.6% |
$270K - $325K
|
23.4K
$1.63M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.7K+ 504.73% |
$266K - $320K
|
5.63K
$392K
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
4.68KNew |
$265K - $319K
|
4.68K
$326K
|
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
4.61K+ 17.45% |
$261K - $314K
|
31K
$2.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.34KNew |
$245K - $295K
|
4.34K
$302K
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
4.13KNew |
$233K - $281K
|
4.13K
$287K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.78K+ 5.65% |
$214K - $257K
|
70.7K
$4.92M
|
|
|
Jul 07, 2022
Q2 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
3.64K+ 2.83% |
$206K - $247K
|
132K
$9.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.4KNew |
$192K - $231K
|
3.4K
$237K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.33KNew |
$188K - $226K
|
3.33K
$232K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.2K+ 8.95% |
$181K - $218K
|
39K
$2.71M
|
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
BUY
|
- |
2.84K+ 43.16% |
$161K - $193K
|
9.42K
$656K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.83K+ 10.54% |
$160K - $193K
|
29.7K
$2.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.65K+ 35.42% |
$150K - $180K
|
10.1K
$706K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.61K+ 7.7% |
$148K - $178K
|
36.5K
$2.54M
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.47K+ 32.2% |
$140K - $168K
|
10.1K
$706K
|
|
|
Jul 18, 2022
Q2 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.26K+ 2.03% |
$128K - $154K
|
114K
$7.93M
|
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.22K+ 26.77% |
$125K - $151K
|
10.5K
$730K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.08K+ 16.5% |
$117K - $141K
|
14.6K
$1.02M
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.64K+ 38.29% |
$92.5K - $111K
|
5.91K
$411K
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
1.62K+ 1.59% |
$91.6K - $110K
|
103K
$7.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.62K+ 38.51% |
$91.6K - $110K
|
5.82K
$405K
|
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.5K+ 7.19% |
$85K - $102K
|
22.4K
$1.56M
|
|
|
Aug 09, 2022
Q2 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.47K+ 4.08% |
$83.1K - $100K
|
37.5K
$2.61M
|
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 35.04% |
$75.6K - $91K
|
5.15K
$359K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.2K+ 3.96% |
$68K - $81.8K
|
31.6K
$2.2M
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.18K+ 2.64% |
$66.9K - $80.5K
|
45.9K
$3.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.18K+ 8.45% |
$66.9K - $80.5K
|
15.2K
$1.06M
|
|
|
Jul 19, 2022
Q2 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.17K+ 4.23% |
$66K - $79.4K
|
28.7K
$2M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
945+ 14.05% |
$53.4K - $64.3K
|
7.67K
$534K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
912+ 14.93% |
$51.6K - $62.1K
|
7.02K
$489K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
907+ 27.87% |
$51.3K - $61.7K
|
4.16K
$290K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
881+ 11.35% |
$49.8K - $60K
|
8.65K
$602K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
823New |
$46.5K - $56K
|
823
$57.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
822+ 8.99% |
$46.5K - $56K
|
9.97K
$694K
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
781+ 8.32% |
$44.2K - $53.2K
|
10.2K
$708K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
781+ 5.21% |
$44.2K - $53.2K
|
15.8K
$1.1M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
674+ 2.36% |
$38.1K - $45.9K
|
29.2K
$2.04M
|
|
|
Jul 27, 2022
Q2 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
641+ 0.96% |
$36.3K - $43.6K
|
67.4K
$4.69M
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
547+ 1.54% |
$30.9K - $37.2K
|
36K
$2.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
532+ 0.49% |
$30.1K - $36.2K
|
109K
$7.57M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
500New |
$28.3K - $34K
|
500
$34.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
480+ 6.04% |
$27.1K - $32.7K
|
8.43K
$587K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
479New |
$27.1K - $32.6K
|
479
$33.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
423New |
$23.9K - $28.8K
|
423
$29.5K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
291+ 9.59% |
$16.5K - $19.8K
|
3.33K
$232K
|
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
254+ 3.75% |
$14.4K - $17.3K
|
7.02K
$489K
|