Purchases and Sales Made in Q3 2021 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q3 2021. 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 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 312.39% |
$130K - $140K
|
2.7K
$189K
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.03K+ 27.42% |
$130K - $139K
|
9.45K
$663K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.99K+ 52.54% |
$127K - $136K
|
5.78K
$405K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.98K+ 0.69% |
$126K - $135K
|
289K
$20.3M
|
|
Dec 02, 2021
Q3 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
1.53K+ 0.92% |
$97.4K - $105K
|
167K
$11.8M
|
|
Oct 15, 2021
Q3 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
1.48K+ 10.78% |
$94.7K - $102K
|
15.3K
$1.07M
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
1.43K+ 21.03% |
$91K - $97.6K
|
8.21K
$576K
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.35K+ 3.62% |
$86.4K - $92.7K
|
38.7K
$2.72M
|
|
Nov 15, 2021
Q3 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.28K+ 3.93% |
$81.4K - $87.4K
|
33.8K
$2.37M
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.22K+ 11.01% |
$77.5K - $83.2K
|
12.3K
$860K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.21K+ 271.97% |
$77.4K - $83.1K
|
1.66K
$116K
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.18K+ 30.46% |
$75.1K - $80.6K
|
5.04K
$354K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.16K+ 10.02% |
$74.1K - $79.5K
|
12.8K
$895K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.15K+ 52.06% |
$73.4K - $78.7K
|
3.36K
$236K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.14K+ 4.24% |
$73K - $78.3K
|
28.1K
$1.97M
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.09K+ 4.23% |
$69.2K - $74.3K
|
26.7K
$1.88M
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
969+ 4.96% |
$61.8K - $66.3K
|
20.5K
$1.44M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
934+ 188.69% |
$59.6K - $64K
|
1.43K
$100K
|
|
Oct 20, 2021
Q3 2021
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
918+ 3.7% |
$58.6K - $62.9K
|
25.7K
$1.81M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
816+ 219.95% |
$52.1K - $55.9K
|
1.19K
$83.3K
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
785New |
$50.1K - $53.7K
|
785
$55.1K
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
750New |
$47.9K - $51.4K
|
750
$52.7K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
744+ 12.49% |
$47.5K - $50.9K
|
6.7K
$470K
|
|
Oct 20, 2021
Q3 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
736+ 3.99% |
$47K - $50.4K
|
19.2K
$1.35M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
619+ 1.25% |
$39.5K - $42.4K
|
50.1K
$3.52M
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
617+ 16.17% |
$39.4K - $42.2K
|
4.43K
$311K
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
494+ 6.47% |
$31.5K - $33.8K
|
8.14K
$571K
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
455+ 1.37% |
$29K - $31.2K
|
33.6K
$2.36M
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
445+ 6.73% |
$28.4K - $30.5K
|
7.06K
$495K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
407New |
$26K - $27.9K
|
407
$28.6K
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
401+ 3.69% |
$25.6K - $27.5K
|
11.3K
$791K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
392+ 10.1% |
$25K - $26.8K
|
4.27K
$300K
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
380+ 0.79% |
$24.2K - $26K
|
48.7K
$3.42M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
376New |
$24K - $25.7K
|
376
$26.4K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
361New |
$23K - $24.7K
|
361
$25.3K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
342New |
$21.8K - $23.4K
|
342
$24K
|
|
Oct 28, 2021
Q3 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
270+ 1.51% |
$17.2K - $18.5K
|
18.1K
$1.27M
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
235New |
$15K - $16.1K
|
235
$16.5K
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
220+ 0.65% |
$14K - $15.1K
|
34.3K
$2.41M
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
217New |
$13.8K - $14.9K
|
217
$15.2K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
200New |
$12.8K - $13.7K
|
200
$14K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
180+ 3.5% |
$11.5K - $12.3K
|
5.32K
$373K
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
133New |
$8.49K - $9.11K
|
133
$9.34K
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
109+ 1.23% |
$6.95K - $7.46K
|
9.01K
$632K
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
108+ 2.2% |
$6.89K - $7.39K
|
5.02K
$352K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
106+ 1.77% |
$6.76K - $7.26K
|
6.1K
$428K
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
105New |
$6.7K - $7.19K
|
105
$7.37K
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
72+ 1.82% |
$4.59K - $4.93K
|
4.02K
$282K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
48+ 4.45% |
$3.06K - $3.29K
|
1.13K
$79K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
41+ 151.85% |
$2.62K - $2.81K
|
68
$4.77K
|