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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2020
Q3 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-338Closed |
$17K - $18.3K
|
0
$0
|
|
|
Jan 02, 2024
Q3 2020
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-340- 34.0% |
$17.1K - $18.4K
|
660
$45.8K
|
|
|
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-435- 3.37% |
$21.8K - $23.5K
|
12.5K
$866K
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-450Closed |
$22.6K - $24.3K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-500Closed |
$25.1K - $27.1K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-501- 4.75% |
$25.1K - $27.1K
|
10K
$697K
|
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-530- 11.75% |
$26.6K - $28.7K
|
3.98K
$276K
|
|
|
Nov 13, 2020
Q3 2020
|
Keystone Financial Group
|
SELL
|
- |
-535- 11.4% |
$26.9K - $28.9K
|
4.16K
$288K
|
|
|
Nov 09, 2020
Q3 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-603- 12.66% |
$30.3K - $32.6K
|
4.16K
$289K
|
|
|
Nov 17, 2020
Q3 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-641- 4.54% |
$32.2K - $34.7K
|
13.5K
$935K
|
|
|
Nov 13, 2020
Q3 2020
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-647- 5.61% |
$32.5K - $35K
|
10.9K
$756K
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-650Closed |
$32.6K - $35.2K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-678- 7.44% |
$34K - $36.7K
|
8.44K
$585K
|
|
|
Nov 05, 2020
Q3 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-860- 9.64% |
$43.2K - $46.5K
|
8.06K
$559K
|
|
|
Oct 14, 2020
Q3 2020
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-911- 3.98% |
$45.7K - $49.3K
|
22K
$1.52M
|
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1K- 89.69% |
$50.2K - $54.1K
|
115
$7.98K
|
|
|
Oct 19, 2020
Q3 2020
|
Eagle Capital Management, LLC
|
SELL
|
- |
-1.04K- 0.64% |
$52.1K - $56.2K
|
162K
$11.2M
|
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.11K- 71.73% |
$55.7K - $60K
|
437
$30.3K
|
|
|
Nov 06, 2020
Q3 2020
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.13K- 1.48% |
$56.8K - $61.2K
|
75.1K
$5.21M
|
|
|
Nov 10, 2020
Q3 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.14K- 13.9% |
$57.3K - $61.8K
|
7.08K
$491K
|
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.42K- 90.43% |
$71.1K - $76.7K
|
150
$10.4K
|
|
|
Nov 05, 2020
Q3 2020
|
Smith, Salley & Associates
|
SELL
|
- |
-1.51K- 6.66% |
$75.8K - $81.7K
|
21.2K
$1.47M
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.47K- 87.35% |
$124K - $134K
|
358
$24.8K
|
|
|
Nov 09, 2020
Q3 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.65K- 10.56% |
$133K - $143K
|
22.4K
$1.56M
|
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.79K- 17.91% |
$140K - $151K
|
12.8K
$886K
|
|
|
Oct 21, 2020
Q3 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.88K- 26.88% |
$195K - $210K
|
10.6K
$733K
|
|
|
Oct 01, 2020
Q3 2020
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-4.04K- 31.01% |
$203K - $218K
|
8.98K
$623K
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-4.72KClosed |
$237K - $255K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.85K- 9.05% |
$244K - $263K
|
48.8K
$3.38M
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.91KClosed |
$246K - $266K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.2KClosed |
$261K - $282K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-5.39K- 10.49% |
$270K - $292K
|
46K
$3.19M
|
|
|
Oct 30, 2020
Q3 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.92K- 53.02% |
$297K - $320K
|
5.24K
$364K
|
|
|
Nov 10, 2020
Q3 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.85KClosed |
$344K - $370K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-8.03K- 5.72% |
$403K - $435K
|
132K
$9.19M
|
|
|
Nov 13, 2020
Q3 2020
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-8.36K- 94.74% |
$420K - $452K
|
464
$32.2K
|
|
|
Nov 13, 2020
Q3 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.37KClosed |
$420K - $453K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-12.2K- 10.37% |
$611K - $659K
|
105K
$7.3M
|
|
|
Nov 12, 2020
Q3 2020
|
Karp Capital Management Corp
|
SELL
|
- |
-12.6K- 6.26% |
$632K - $681K
|
188K
$13.1M
|
|
|
Oct 14, 2020
Q3 2020
|
Hbw Advisory Services LLC
|
SELL
|
- |
-14.2K- 56.39% |
$711K - $766K
|
11K
$760K
|
|
|
Oct 20, 2020
Q3 2020
|
Newfound Research LLC
|
SELL
|
- |
-15.1K- 41.28% |
$757K - $816K
|
21.5K
$1.49M
|
|
|
Oct 19, 2020
Q3 2020
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-20.1K- 34.5% |
$1.01M - $1.09M
|
38.2K
$2.65M
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21.5K- 18.75% |
$1.08M - $1.16M
|
93K
$6.46M
|
|
|
Nov 10, 2020
Q3 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-22.2K- 34.87% |
$1.12M - $1.2M
|
41.6K
$2.88M
|
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-28.9K- 43.11% |
$1.45M - $1.56M
|
38.2K
$2.65M
|
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
SELL
|
- |
-29.8K- 42.81% |
$1.49M - $1.61M
|
39.8K
$2.76M
|
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.8K- 21.11% |
$1.49M - $1.61M
|
111K
$7.72M
|
|
|
Nov 10, 2020
Q3 2020
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-30.1K- 17.99% |
$1.51M - $1.63M
|
137K
$9.53M
|
|
|
Sep 23, 2021
Q3 2020
|
Systelligence, LLC
|
SELL
|
- |
-40.8KClosed |
$2.05M - $2.21M
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-42K- 96.59% |
$2.11M - $2.27M
|
1.48K
$103K
|