Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
169
+ 0.7%
$10.2K - $10.9K
24.4K $1.7M
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
163
New
$9.83K - $10.5K
163 $11.3K
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
163
+ 4.52%
$9.83K - $10.5K
3.77K $262K
Aug 11, 2023 Q2 2023
Northern Trust Corp

Chicago, IL
BUY
 -
160
+ 0.32%
$9.65K - $10.3K
50.2K $3.5M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
117
New
$7.06K - $7.52K
117 $8.15K
Jul 28, 2023 Q2 2023
Crewe Advisors LLC

BUY
 -
107
New
$6.46K - $6.88K
107 $7.45K
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
100
New
$6.03K - $6.43K
100 $6.96K
Aug 04, 2023 Q2 2023
Simplex Trading, LLC

BUY
 -
97
New
$5.85K - $6.23K
97 $6.75K
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
94
+ 2.98%
$5.67K - $6.04K
3.25K $226K
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
65
New
$3.92K - $4.18K
65 $4.53K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
53
+ 252.38%
$3.2K - $3.41K
74 $5.15K
Aug 08, 2023 Q2 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
52
New
$3.14K - $3.34K
52 $3.62K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
48
+ 0.33%
$2.9K - $3.08K
14.7K $1.03M
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
34
New
$2.05K - $2.18K
34 $2.37K
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
34
New
$2.05K - $2.18K
34 $2.37K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
31
New
$1.87K - $1.99K
31 $2.16K
Jul 20, 2023 Q2 2023
Timber Creek Capital Management LLC

BUY
 -
30
New
$1.81K - $1.93K
30 $2.09K
Aug 02, 2023 Q2 2023
Mai Capital Management

BUY
 -
28
+ 0.18%
$1.69K - $1.8K
15.4K $1.07M
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
26
+ 0.64%
$1.57K - $1.67K
4.09K $285K
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

BUY
 -
25
+ 7.67%
$1.51K - $1.61K
351 $24.4K
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
25
+ 16.67%
$1.51K - $1.61K
175 $12.2K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
20
+ 10.99%
$1.21K - $1.29K
202 $14.1K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
19
+ 23.75%
$1.15K - $1.22K
99 $6.89K
Aug 07, 2023 Q2 2023
Ellis Investment Partners, LLC

BUY
 -
18
+ 0.3%
$1.09K - $1.16K
5.98K $416K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
11
+ 0.15%
$664 - $707
7.33K $510K
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
6
+ 0.25%
$362 - $386
2.38K $166K
Jul 24, 2023 Q2 2023
Svb Wealth LLC

Boston, MA
BUY
 -
4
+ 0.02%
$241 - $257
17.5K $1.22M
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
3
+ 0.21%
$181 - $193
1.41K $97.9K
Aug 11, 2023 Q2 2023
Founders Financial Securities LLC

BUY
 -
3
+ 0.05%
$181 - $193
6.09K $424K
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
2
+ 0.06%
$121 - $129
3.53K $246K
Oct 13, 2023 Q2 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
2
+ 0.35%
$121 - $129
572 $39.8K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
2
+ 3.28%
$121 - $129
63 $4.39K
Aug 01, 2023 Q2 2023
Iron Horse Wealth Management, LLC

BUY
 -
1
+ 20.0%
$60.3 - $64.3
6 $418
Aug 14, 2023 Q2 2023
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
1
+ 0.01%
$60.3 - $64.3
8.59K $598K
Jul 14, 2023 Q2 2023
Wealthstar Advisors, LLC

Plano, TX
BUY
 -
1
+ 0.01%
$60.3 - $64.3
11.7K $815K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
1
+ 1.33%
$60.3 - $64.3
76 $5.29K
Jul 26, 2023 Q2 2023
Rosenberg Matthew Hamilton

BUY
 -
1
+ 0.05%
$60.3 - $64.3
2.21K $154K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
0
New
$0 - $0
0 $0
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-10
- 41.67%
$603 - $643
14 $975
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-30
- 0.35%
$1.81K - $1.93K
8.54K $595K
Jul 31, 2023 Q2 2023
Valley National Advisers Inc

SELL
 -
-48
- 0.63%
$2.9K - $3.08K
7.58K $528K
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

SELL
 -
-52
- 1.33%
$3.14K - $3.34K
3.87K $270K
Jul 13, 2023 Q2 2023
Secure Asset Management, LLC

SELL
 -
-53
- 0.63%
$3.2K - $3.41K
8.39K $584K
Aug 10, 2023 Q2 2023
Stone House Investment Management, LLC

SELL
 -
-71
- 0.53%
$4.28K - $4.56K
13.2K $921K
Aug 09, 2023 Q2 2023
Summit X, LLC

Chesterfield, MO
SELL
 -
-80
- 1.67%
$4.83K - $5.14K
4.72K $328K
Jul 13, 2023 Q2 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-97
- 0.21%
$5.85K - $6.23K
45.4K $3.16M
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

SELL
 -
-97
- 1.48%
$5.85K - $6.23K
6.44K $448K
Jul 26, 2023 Q2 2023
Xcel Wealth Management, LLC

SELL
 -
-100
- 1.94%
$6.03K - $6.43K
5.06K $352K
Aug 09, 2023 Q2 2023
Altfest L J & CO Inc

SELL
 -
-113
- 2.46%
$6.82K - $7.26K
4.47K $311K

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