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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
590+ 2.03% |
$34K - $38.1K
|
29.7K
$2.04M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
585+ 180.0% |
$33.7K - $37.8K
|
910
$62.5K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
574New |
$33K - $37.1K
|
574
$39.4K
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
566New |
$32.6K - $36.6K
|
566
$38.9K
|
|
Oct 14, 2022
Q3 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
527+ 0.4% |
$30.3K - $34K
|
133K
$9.12M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
524+ 6.83% |
$30.2K - $33.8K
|
8.19K
$563K
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
500New |
$28.8K - $32.3K
|
500
$34.4K
|
|
Oct 11, 2022
Q3 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
489+ 13.41% |
$28.1K - $31.6K
|
4.14K
$284K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
408New |
$23.5K - $26.3K
|
408
$28K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
372+ 9.82% |
$21.4K - $24K
|
4.16K
$286K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
362+ 45.36% |
$20.8K - $23.4K
|
1.16K
$79.7K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
359+ 1.3% |
$20.7K - $23.2K
|
28K
$1.92M
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
310New |
$17.8K - $20K
|
310
$21.3K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
297+ 2.93% |
$17.1K - $19.2K
|
10.4K
$717K
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
250New |
$14.4K - $16.1K
|
250
$17.2K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
240New |
$13.8K - $15.5K
|
240
$16.5K
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
211+ 4.87% |
$12.1K - $13.6K
|
4.55K
$312K
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
209New |
$12K - $13.5K
|
209
$14.4K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
202+ 3.08% |
$11.6K - $13K
|
6.75K
$464K
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
200New |
$11.5K - $12.9K
|
200
$13.7K
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
184+ 2.24% |
$10.6K - $11.9K
|
8.4K
$577K
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
173+ 4.07% |
$9.96K - $11.2K
|
4.42K
$304K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
160+ 0.25% |
$9.21K - $10.3K
|
64.8K
$4.45M
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
134New |
$7.71K - $8.65K
|
134
$9.21K
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
111+ 1.63% |
$6.39K - $7.17K
|
6.9K
$474K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
110+ 127.91% |
$6.33K - $7.1K
|
196
$13.5K
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
108+ 0.85% |
$6.22K - $6.97K
|
12.9K
$884K
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
82+ 0.72% |
$4.72K - $5.3K
|
11.5K
$790K
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
82New |
$4.72K - $5.3K
|
82
$5.63K
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
81+ 1.28% |
$4.66K - $5.23K
|
6.42K
$441K
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
80+ 0.67% |
$4.6K - $5.17K
|
12K
$824K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
76+ 0.76% |
$4.37K - $4.91K
|
10.1K
$692K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
35New |
$2.01K - $2.26K
|
35
$2.4K
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
32+ 0.37% |
$1.84K - $2.07K
|
8.68K
$596K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32+ 0.56% |
$1.84K - $2.07K
|
5.73K
$394K
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
29+ 0.34% |
$1.67K - $1.87K
|
8.46K
$581K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
25+ 1250.0% |
$1.44K - $1.61K
|
27
$1.85K
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
25+ 0.15% |
$1.44K - $1.61K
|
16.6K
$1.14M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
23+ 0.05% |
$1.32K - $1.49K
|
45.4K
$3.12M
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
23+ 0.32% |
$1.32K - $1.49K
|
7.25K
$498K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
18+ 0.32% |
$1.04K - $1.16K
|
5.72K
$393K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 0.29% |
$576 - $646
|
3.48K
$239K
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
10+ 0.24% |
$576 - $646
|
4.11K
$282K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8+ 0.48% |
$460 - $517
|
1.66K
$114K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6+ 0.36% |
$345 - $387
|
1.66K
$114K
|
|
Nov 18, 2022
Q3 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
5+ 0.07% |
$288 - $323
|
7.03K
$483K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.59% |
$57.6 - $64.6
|
64
$4.4K
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.45% |
$57.6 - $64.6
|
224
$15.4K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.33% |
$57.6 - $64.6
|
299
$20.5K
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 4.92% |
$173 - $194
|
58
$3.98K
|