Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.4K- 85.71% |
$1.67M - $1.85M
|
4.57K
$319K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-47.6K- 50.04% |
$2.9M - $3.21M
|
47.5K
$3.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-48.5K- 20.31% |
$2.96M - $3.28M
|
190K
$13.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.5K- 29.69% |
$2.96M - $3.28M
|
115K
$8.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-49.2K- 65.4% |
$3M - $3.32M
|
26K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-55.2K- 84.73% |
$3.37M - $3.73M
|
9.95K
$694K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59.8K- 10.84% |
$3.65M - $4.04M
|
492K
$34.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-62.7K- 28.6% |
$3.83M - $4.24M
|
157K
$10.9M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-65K- 72.06% |
$3.97M - $4.39M
|
25.2K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-93.1K- 41.54% |
$5.68M - $6.3M
|
131K
$9.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-95K- 49.15% |
$5.8M - $6.42M
|
98.3K
$6.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-120K- 85.3% |
$7.32M - $8.11M
|
20.7K
$1.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-164K- 96.7% |
$10M - $11.1M
|
5.6K
$391K
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-559K- 98.58% |
$34.1M - $37.8M
|
8.04K
$561K
|