Purchases and Sales Made in Q3 2022 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q3 2022. 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 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
277K+ 150.57% |
$15.9M - $17.9M
|
461K
$31.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
110K+ 38.29% |
$6.32M - $7.09M
|
396K
$27.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
105K+ 604.34% |
$6.02M - $6.75M
|
122K
$8.35M
|
|
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
88.3KNew |
$5.08M - $5.71M
|
88.3K
$6.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
84K+ 11.62% |
$4.84M - $5.43M
|
807K
$55.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
69.7K+ 5.35% |
$4.01M - $4.5M
|
1.37M
$93.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
68.3K+ 37.65% |
$3.93M - $4.41M
|
250K
$17.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
64.2KNew |
$3.69M - $4.14M
|
64.2K
$4.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
64.1K+ 1.61% |
$3.69M - $4.14M
|
4.04M
$277M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
58.1K+ 54.7% |
$3.34M - $3.75M
|
164K
$11.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.3K+ 14.77% |
$3.12M - $3.5M
|
422K
$28.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
48.2KNew |
$2.77M - $3.11M
|
48.2K
$3.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.6K+ 15.48% |
$2.4M - $2.69M
|
310K
$21.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
40.2KNew |
$2.31M - $2.59M
|
40.2K
$2.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.2K+ 9.92% |
$1.97M - $2.21M
|
379K
$26M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.9K+ 23.69% |
$1.78M - $2M
|
161K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.4K+ 11.17% |
$1.64M - $1.84M
|
283K
$19.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
25.5K+ 11.46% |
$1.47M - $1.65M
|
248K
$17M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.5K+ 540.36% |
$1.24M - $1.39M
|
25.5K
$1.75M
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
21.1K+ 4.75% |
$1.22M - $1.37M
|
466K
$32M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
20.7K+ 6.94% |
$1.19M - $1.33M
|
318K
$21.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
20.2K+ 3.75% |
$1.16M - $1.31M
|
560K
$38.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
18.7KNew |
$1.08M - $1.21M
|
18.7K
$1.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
16.5K+ 400.65% |
$951K - $1.07M
|
20.7K
$1.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.5K+ 39.82% |
$893K - $1M
|
54.5K
$3.73M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
15.3K+ 2.18% |
$878K - $985K
|
715K
$49M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 94.41% |
$799K - $897K
|
28.6K
$1.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
13.6KNew |
$783K - $878K
|
13.6K
$932K
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
13.4K+ 35.26% |
$769K - $863K
|
51.3K
$3.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
11.5K+ 18.17% |
$663K - $744K
|
74.9K
$5.13M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.3K+ 21.42% |
$653K - $733K
|
64.3K
$4.41M
|
|
|
Oct 13, 2022
Q3 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
11K+ 35.53% |
$635K - $712K
|
42.1K
$2.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
11K+ 11.99% |
$634K - $712K
|
103K
$7.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.9K+ 5.12% |
$626K - $702K
|
223K
$15.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.8K+ 10.83% |
$619K - $694K
|
110K
$7.54M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.48K+ 6.27% |
$545K - $612K
|
161K
$11M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.46K+ 5.91% |
$544K - $611K
|
169K
$11.6M
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
8.09K+ 1634.34% |
$466K - $522K
|
8.59K
$588K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.04KNew |
$463K - $519K
|
8.04K
$551K
|
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
8K+ 145.63% |
$460K - $517K
|
13.5K
$925K
|
|
|
Nov 01, 2022
Q3 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
7.94K+ 27.64% |
$457K - $513K
|
36.7K
$2.51M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
7.6K+ 4967.97% |
$437K - $491K
|
7.75K
$531K
|
|
|
Nov 14, 2022
Q3 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
7.39KNew |
$425K - $477K
|
7.39K
$507K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.72K+ 22.65% |
$387K - $434K
|
36.4K
$2.49M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.72K+ 22.65% |
$387K - $434K
|
36.4K
$2.49M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
6.46KNew |
$372K - $417K
|
6.46K
$443K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6.39K+ 9.48% |
$368K - $412K
|
73.8K
$5.06M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.3K+ 30.25% |
$362K - $407K
|
27.1K
$1.86M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.05K+ 24.86% |
$348K - $390K
|
30.4K
$2.08M
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
5.5K+ 4.83% |
$316K - $355K
|
119K
$8.18M
|