Purchases and Sales Made in Q3 2023 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 2023. 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, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
3.02K
+ 4.09%
$183K - $195K
76.8K $5.35M
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
2.51K
+ 23.2%
$152K - $162K
13.3K $928K
Nov 08, 2023 Q3 2023
Trinity Point Wealth, LLC

BUY
 -
2.35K
+ 32.83%
$142K - $152K
9.5K $661K
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.96K
+ 60.24%
$119K - $127K
5.21K $363K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
1.8K
+ 5.45%
$109K - $116K
34.7K $2.42M
Oct 10, 2023 Q3 2023
Maltin Wealth Management, Inc.

BUY
 -
1.78K
+ 4.2%
$108K - $115K
44.2K $3.08M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.75K
New
$106K - $113K
1.75K $122K
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
1.7K
+ 14.85%
$103K - $110K
13.1K $913K
Oct 30, 2023 Q3 2023
Strengthening Families & Communities, LLC

BUY
 -
1.65K
+ 1.27%
$100K - $107K
132K $9.2M
Nov 09, 2023 Q3 2023
Wbi Investments, Inc.

BUY
 -
1.59K
+ 7.83%
$96K - $102K
21.8K $1.52M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.56K
+ 0.65%
$94.3K - $101K
242K $16.8M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.45K
+ 1.36%
$87.9K - $93.8K
108K $7.54M
Nov 13, 2023 Q3 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
1.4K
+ 2.93%
$85.1K - $90.8K
49.3K $3.43M
Oct 23, 2023 Q3 2023
Armor Investment Advisors, LLC

BUY
 -
1.26K
+ 1.62%
$76.6K - $81.7K
79.2K $5.51M
Oct 24, 2023 Q3 2023
Lynch & Associates

BUY
 -
1.23K
+ 5.1%
$74.5K - $79.5K
25.3K $1.76M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.04K
+ 118.86%
$63K - $67.2K
1.92K $133K
Oct 10, 2023 Q3 2023
Wealth Care Investment Partners, LLC

BUY
 -
969
+ 25.54%
$58.7K - $62.6K
4.76K $332K
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
948
+ 3.8%
$57.4K - $61.3K
25.9K $1.8M
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
917
+ 23.6%
$55.6K - $59.3K
4.8K $334K
Oct 31, 2023 Q3 2023
Southern Capital Advisors, LLC

BUY
 -
907
+ 1.67%
$54.9K - $58.6K
55.2K $3.84M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
815
New
$49.4K - $52.7K
815 $56.7K
Nov 13, 2023 Q3 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
715
+ 130.95%
$43.3K - $46.2K
1.26K $87.8K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
619
+ 4.2%
$37.5K - $40K
15.4K $1.07M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
571
+ 114.2%
$34.6K - $36.9K
1.07K $74.6K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
570
+ 4.78%
$34.5K - $36.9K
12.5K $870K
Nov 01, 2023 Q3 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
567
+ 0.54%
$34.3K - $36.7K
106K $7.41M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
561
+ 876.56%
$34K - $36.3K
625 $43.5K
Oct 26, 2023 Q3 2023
Absolute Capital Management, LLC

BUY
 -
515
+ 14.77%
$31.2K - $33.3K
4K $279K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
479
New
$29K - $31K
479 $33.4K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
445
+ 4.78%
$27K - $28.8K
9.75K $679K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
373
+ 3.58%
$22.6K - $24.1K
10.8K $751K
Oct 17, 2023 Q3 2023
Atlas Brown,Inc.

BUY
 -
361
+ 1.6%
$21.9K - $23.3K
22.9K $1.6M
Nov 02, 2023 Q3 2023
Capital Investment Counsel, Inc

BUY
 -
344
New
$20.8K - $22.2K
344 $24K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
334
+ 32.78%
$20.2K - $21.6K
1.35K $94.2K
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
300
+ 16.47%
$18.2K - $19.4K
2.12K $148K
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
299
+ 7.31%
$18.1K - $19.3K
4.39K $306K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
274
+ 282.47%
$16.6K - $17.7K
371 $25.8K
Nov 14, 2023 Q3 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
260
+ 7.23%
$15.8K - $16.8K
3.85K $268K
Oct 10, 2023 Q3 2023
American National Bank

BUY
 -
230
New
$13.9K - $14.9K
230 $16K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
217
+ 285.53%
$13.1K - $14K
293 $20.4K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
188
+ 0.15%
$11.4K - $12.2K
122K $8.47M
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
133
+ 24.27%
$8.06K - $8.6K
681 $47.4K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
133
+ 24.27%
$8.06K - $8.6K
681 $47.4K
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
130
New
$7.88K - $8.4K
130 $9.05K
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
119
New
$7.21K - $7.69K
119 $8.29K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
106
+ 2.34%
$6.42K - $6.85K
4.64K $323K
Nov 14, 2023 Q3 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
106
+ 0.7%
$6.42K - $6.85K
15.3K $1.07M
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
100
New
$6.06K - $6.47K
100 $6.96K
Oct 20, 2023 Q3 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
95
+ 2.23%
$5.76K - $6.14K
4.36K $303K

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