Purchases and Sales Made in Q3 2020 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
392KNew |
$19.7M - $21.2M
|
392K
$27.3M
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
184K+ 145.69% |
$9.26M - $9.98M
|
311K
$21.7M
|
|
Mar 23, 2023
Q3 2020
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
96.1K+ 16.8% |
$4.82M - $5.2M
|
668K
$46.5M
|
|
Nov 13, 2020
Q3 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
86.1K+ 2.86% |
$4.32M - $4.66M
|
3.09M
$215M
|
|
Nov 13, 2020
Q3 2020
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
48.4K+ 11.62% |
$2.43M - $2.62M
|
465K
$32.4M
|
|
Nov 06, 2020
Q3 2020
|
Leo Brokerage, LLC
|
BUY
|
- |
45.4KNew |
$2.28M - $2.45M
|
45.4K
$3.16M
|
|
Nov 12, 2020
Q3 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
44.1K+ 5.91% |
$2.22M - $2.39M
|
792K
$55.1M
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.6K+ 17.09% |
$1.54M - $1.66M
|
210K
$14.6M
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
29.6K+ 73.31% |
$1.49M - $1.6M
|
70K
$4.87M
|
|
Oct 21, 2020
Q3 2020
|
G&S Capital LLC
|
BUY
|
- |
24.5KNew |
$1.23M - $1.32M
|
24.5K
$1.7M
|
|
Nov 09, 2020
Q3 2020
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.1KNew |
$957K - $1.03M
|
19.1K
$1.33M
|
|
Nov 09, 2020
Q3 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
16.6K+ 142.5% |
$832K - $896K
|
28.2K
$1.96M
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.4K+ 29.46% |
$773K - $833K
|
67.7K
$4.71M
|
|
Oct 28, 2020
Q3 2020
|
Lvz, Inc.
|
BUY
|
- |
15.1K+ 3.4% |
$759K - $819K
|
460K
$32.1M
|
|
Nov 05, 2020
Q3 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.6K+ 72.65% |
$584K - $629K
|
27.6K
$1.92M
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.6K+ 8.13% |
$530K - $571K
|
140K
$9.78M
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.78K+ 5.57% |
$491K - $529K
|
185K
$12.9M
|
|
Mar 28, 2023
Q3 2020
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
9.28K+ 79.91% |
$466K - $502K
|
20.9K
$1.45M
|
|
Oct 30, 2020
Q3 2020
|
Weatherly Asset Management L. P.
|
BUY
|
- |
8.96K+ 30.93% |
$450K - $485K
|
37.9K
$2.64M
|
|
Nov 10, 2020
Q3 2020
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
8.79K+ 7.22% |
$441K - $475K
|
130K
$9.08M
|
|
Sep 21, 2023
Q3 2020
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
8.75K+ 2.92% |
$439K - $473K
|
309K
$21.5M
|
|
Nov 04, 2020
Q3 2020
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
8.34K+ 9.71% |
$419K - $451K
|
94.2K
$6.56M
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
8.19K+ 8.59% |
$411K - $443K
|
103K
$7.2M
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.17K+ 2.55% |
$360K - $388K
|
288K
$20.1M
|
|
Oct 29, 2020
Q3 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.08K+ 14.77% |
$356K - $383K
|
55K
$3.83M
|
|
Nov 13, 2020
Q3 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
6.97K+ 35.29% |
$350K - $377K
|
26.7K
$1.86M
|
|
Nov 13, 2020
Q3 2020
|
Adviser Investments LLC
|
BUY
|
- |
6.43K+ 0.88% |
$323K - $348K
|
735K
$51.2M
|
|
Nov 12, 2020
Q3 2020
|
Stone X Group Inc.
|
BUY
|
- |
5.64K+ 7.31% |
$283K - $305K
|
82.8K
$5.76M
|
|
Oct 27, 2020
Q3 2020
|
Wbh Advisory Inc
|
BUY
|
- |
5.56KNew |
$279K - $301K
|
5.56K
$387K
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.44KNew |
$273K - $294K
|
5.44K
$379K
|
|
Nov 16, 2020
Q3 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.42K+ 31.12% |
$272K - $293K
|
22.8K
$1.59M
|
|
Oct 27, 2020
Q3 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
5.22KNew |
$262K - $282K
|
5.22K
$363K
|
|
Oct 20, 2020
Q3 2020
|
Investors Research Corp
|
BUY
|
- |
4.95KNew |
$248K - $268K
|
4.95K
$345K
|
|
Nov 12, 2020
Q3 2020
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.26KNew |
$214K - $231K
|
4.26K
$297K
|
|
Nov 06, 2020
Q3 2020
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4.12KNew |
$207K - $223K
|
4.12K
$287K
|
|
Nov 12, 2020
Q3 2020
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.89K+ 47.1% |
$195K - $210K
|
12.1K
$846K
|
|
Oct 19, 2020
Q3 2020
|
Reitz Capital Advisors LLC
|
BUY
|
- |
3.5K+ 445.22% |
$175K - $189K
|
4.28K
$298K
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.36K+ 23.61% |
$169K - $182K
|
17.6K
$1.23M
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.06K+ 2.66% |
$153K - $165K
|
118K
$8.22M
|
|
Nov 02, 2020
Q3 2020
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.96K+ 3.51% |
$148K - $160K
|
87.3K
$6.08M
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.76K+ 51.26% |
$139K - $149K
|
8.15K
$567K
|
|
Oct 15, 2020
Q3 2020
|
Atlas Brown,Inc.
|
BUY
|
- |
2.7K+ 9.63% |
$136K - $146K
|
30.8K
$2.14M
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.59K+ 1.57% |
$130K - $140K
|
168K
$11.7M
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.87K+ 12.29% |
$93.8K - $101K
|
17.1K
$1.19M
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.35K+ 21.68% |
$67.8K - $73K
|
7.58K
$528K
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.21K+ 1.6% |
$60.7K - $65.5K
|
77K
$5.36M
|
|
Jan 08, 2024
Q3 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.1K+ 4.96% |
$55K - $59.3K
|
23.2K
$1.62M
|
|
Oct 15, 2020
Q3 2020
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 13.74% |
$53.8K - $57.9K
|
8.87K
$617K
|
|
Nov 09, 2020
Q3 2020
|
Canton Hathaway, LLC
|
BUY
|
- |
983+ 6.42% |
$49.3K - $53.2K
|
16.3K
$1.13M
|
|
Nov 04, 2020
Q3 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
875New |
$43.9K - $47.3K
|
875
$60.9K
|