Purchases and Sales Made in Q3 2022 in Fidelity Covington Tr Msci Hea (FHLC)

FHLC Quotes by TradingView

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
Nov 03, 2022 Q3 2022
Spectrum Management Group, LLC

BUY
 -
5.22K
New
$300K - $337K
5.22K $357K
Nov 14, 2022 Q3 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
5.19K
+ 4.05%
$299K - $335K
133K $9.14M
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
5.14K
New
$296K - $332K
5.14K $352K
Oct 28, 2022 Q3 2022
Spinnaker Trust

BUY
 -
4.96K
+ 7.43%
$285K - $320K
71.7K $4.91M
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
4.82K
New
$278K - $312K
4.82K $331K
Nov 09, 2022 Q3 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
4.46K
+ 12.22%
$257K - $288K
40.9K $2.81M
Nov 14, 2022 Q3 2022
Q3 Asset Management

BUY
 -
4.18K
+ 6.9%
$241K - $270K
64.8K $4.44M
Nov 14, 2022 Q3 2022
Apexium Financial, LP

BUY
 -
4.01K
+ 42.58%
$231K - $259K
13.4K $921K
Nov 04, 2022 Q3 2022
Cx Institutional

BUY
 -
3.95K
New
$227K - $255K
3.95K $271K
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
3.85K
+ 5.78%
$222K - $249K
70.5K $4.83M
Nov 14, 2022 Q3 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
3.52K
New
$203K - $227K
3.52K $241K
Oct 31, 2022 Q3 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
2.87K
+ 4.06%
$165K - $185K
73.5K $5.04M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
2.83K
New
$163K - $183K
2.83K $194K
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.78K
+ 2.56%
$160K - $180K
111K $7.64M
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.68K
+ 30.85%
$154K - $173K
11.4K $778K
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
2.67K
+ 105.25%
$153K - $172K
5.2K $356K
Nov 08, 2022 Q3 2022
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
2.65K
+ 7.07%
$153K - $171K
40.2K $2.75M
Nov 14, 2022 Q3 2022
Maltin Wealth Management, Inc.

BUY
 -
2.65K
+ 7.36%
$152K - $171K
38.6K $2.65M
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
2.39K
+ 289.1%
$137K - $154K
3.21K $220K
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
2.25K
+ 5.5%
$129K - $145K
43K $2.95M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.2K
+ 13.3%
$127K - $142K
18.7K $1.28M
Dec 02, 2022 Q3 2022
American Trust

Lexington, KY
BUY
 -
1.9K
+ 28.42%
$109K - $123K
8.57K $588K
Feb 13, 2023 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.88K
+ 2.11%
$108K - $121K
90.9K $6.23M
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
1.78K
New
$102K - $115K
1.78K $122K
Oct 21, 2022 Q3 2022
Demars Financial Group, LLC

BUY
 -
1.74K
+ 7.36%
$99.9K - $112K
25.3K $1.74M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
1.72K
+ 21.98%
$99K - $111K
9.55K $655K
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
1.66K
New
$95.4K - $107K
1.66K $114K
Nov 14, 2022 Q3 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
1.55K
+ 3.06%
$88.9K - $99.8K
52.1K $3.57M
Oct 12, 2022 Q3 2022
Mission Wealth Management, LP

BUY
 -
1.42K
+ 34.08%
$81.6K - $91.6K
5.58K $382K
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.34K
+ 17.09%
$77.3K - $86.7K
9.2K $631K
Aug 21, 2023 Q3 2022
Artemis Wealth Advisors, LLC

BUY
 -
1.34K
+ 35.04%
$76.9K - $86.3K
5.15K $353K
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
1.33K
+ 5.67%
$76.4K - $85.7K
24.7K $1.69M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
1.29K
+ 13.77%
$74.2K - $83.2K
10.6K $730K
Oct 03, 2022 Q3 2022
Lynch & Associates

BUY
 -
1.27K
+ 5.48%
$73.1K - $82.1K
24.5K $1.68M
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
1.22K
+ 12.25%
$70.3K - $78.9K
11.2K $767K
Nov 09, 2022 Q3 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
1.2K
New
$69.1K - $77.5K
1.2K $82.2K
Nov 01, 2022 Q3 2022
Smith, Salley & Associates

BUY
 -
1.19K
+ 3.27%
$68.5K - $76.9K
37.5K $2.57M
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
1.19K
+ 4.06%
$68.4K - $76.7K
30.4K $2.09M
Oct 11, 2022 Q3 2022
Eagle Capital Management, LLC

BUY
 -
1.16K
+ 0.67%
$66.9K - $75K
175K $12M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.12K
+ 1.28%
$64.6K - $72.5K
89K $6.1M
Nov 07, 2022 Q3 2022
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
1.11K
+ 0.77%
$63.8K - $71.6K
145K $9.93M
Nov 10, 2022 Q3 2022
Citigroup Inc

BUY
 -
1.09K
+ 918.49%
$62.9K - $70.6K
1.21K $83.1K
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
867
+ 26.13%
$49.9K - $56K
4.19K $287K
Nov 01, 2022 Q3 2022
Signature Wealth Management Partners, LLC

BUY
 -
830
+ 3.71%
$47.8K - $53.6K
23.2K $1.59M
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
823
New
$47.4K - $53.1K
823 $56.4K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
785
+ 7.39%
$45.2K - $50.7K
11.4K $782K
Oct 26, 2022 Q3 2022
Atlas Private Wealth Management

BUY
 -
755
+ 3.19%
$43.5K - $48.8K
24.4K $1.67M
Nov 21, 2022 Q3 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
637
+ 4.35%
$36.7K - $41.1K
15.3K $1.05M
Aug 13, 2024 Q3 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
630
+ 56.3%
$36.3K - $40.7K
1.75K $120K

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