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 13, 2023 Q3 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
86
+ 2.18%
$5.21K - $5.56K
4.03K $280K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
75
New
$4.54K - $4.85K
75 $5.22K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
63
+ 0.22%
$3.82K - $4.07K
28.3K $1.97M
Nov 15, 2023 Q3 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
54
+ 1.43%
$3.27K - $3.49K
3.82K $266K
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
52
New
$3.15K - $3.36K
52 $3.62K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
31
New
$1.88K - $2K
31 $2.16K
Nov 01, 2023 Q3 2023
Silverleafe Capital Partners, LLC

Memphis, TN
BUY
 -
29
+ 0.73%
$1.76K - $1.87K
4.03K $280K
Nov 06, 2023 Q3 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
19
+ 0.36%
$1.15K - $1.23K
5.3K $369K
Nov 01, 2023 Q3 2023
Ellis Investment Partners, LLC

BUY
 -
18
+ 0.3%
$1.09K - $1.16K
5.99K $417K
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
16
+ 0.31%
$969 - $1.03K
5.19K $362K
Nov 13, 2023 Q3 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
15
+ 0.36%
$909 - $970
4.15K $289K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
12
+ 0.33%
$727 - $776
3.68K $256K
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
9
+ 0.35%
$545 - $582
2.61K $182K
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
6
+ 0.25%
$363 - $388
2.39K $166K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
6
+ 0.15%
$363 - $388
3.88K $270K
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
6
+ 0.08%
$363 - $388
7.33K $510K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
3
+ 0.09%
$182 - $194
3.33K $232K
Oct 13, 2023 Q3 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
2
+ 0.35%
$121 - $129
574 $40K
Nov 14, 2023 Q3 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
2
+ 0.06%
$121 - $129
3.53K $246K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
1
+ 0.03%
$60.6 - $64.7
3.3K $230K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
1
+ 0.3%
$60.6 - $64.7
337 $23.5K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
1
+ 0.44%
$60.6 - $64.7
227 $15.8K
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1
+ 0.61%
$60.6 - $64.7
164 $11.4K
Oct 20, 2023 Q3 2023
West Branch Capital LLC

SELL
 -
-2
- 66.67%
$121 - $129
1 $69.6
Oct 18, 2023 Q3 2023
High Mark Wealth Management LLC

SELL
 -
-3
- 11.11%
$182 - $194
24 $1.67K
May 24, 2024 Q3 2023
Wfa Asset Management Corp

Whitefish Bay, WI
SELL
 -
-4
- 0.69%
$242 - $259
574 $40K
Oct 16, 2023 Q3 2023
Investment Advisory Group, LLC

SELL
 -
-6
- 0.18%
$363 - $388
3.33K $232K
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-14
- 1.63%
$848 - $905
846 $58.9K
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-17
- 0.12%
$1.03K - $1.1K
14K $974K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

SELL
 -
-20
- 9.9%
$1.21K - $1.29K
182 $12.7K
Oct 31, 2023 Q3 2023
Allworth Financial LP

SELL
 -
-24
- 1.33%
$1.45K - $1.55K
1.78K $124K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

SELL
 -
-26
- 2.0%
$1.58K - $1.68K
1.27K $88.6K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

SELL
 -
-38
- 0.7%
$2.3K - $2.46K
5.38K $375K
Oct 13, 2023 Q3 2023
S.A. Mason LLC

SELL
 -
-50
- 6.86%
$3.03K - $3.23K
679 $47.3K
Oct 17, 2023 Q3 2023
Xcel Wealth Management, LLC

SELL
 -
-55
- 1.09%
$3.33K - $3.56K
5K $348K
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
SELL
 -
-62
- 17.13%
$3.76K - $4.01K
300 $20.9K
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
SELL
 -
-84
- 0.56%
$5.09K - $5.43K
14.9K $1.04M
Nov 03, 2023 Q3 2023
Summit X, LLC

Chesterfield, MO
SELL
 -
-88
- 1.87%
$5.33K - $5.69K
4.63K $322K
Oct 30, 2023 Q3 2023
Beaumont Asset Management, L.L.C.

SELL
 -
-88
- 0.25%
$5.33K - $5.69K
35.1K $2.44M
Oct 23, 2023 Q3 2023
Signature Wealth Management Partners, LLC

SELL
 -
-94
- 0.36%
$5.69K - $6.08K
25.7K $1.79M
Nov 01, 2023 Q3 2023
Court Place Advisors, LLC

Ellicott City, MD
SELL
 -
-100
- 0.59%
$6.06K - $6.47K
16.7K $1.16M
Jan 11, 2024 Q3 2023
Pacific Sun Financial Corp

SELL
 -
-100
- 1.79%
$6.06K - $6.47K
5.48K $381K
Nov 15, 2023 Q3 2023
Panoramic Investment Advisors, LLC

Denver, CO
SELL
 -
-133
- 2.77%
$8.06K - $8.6K
4.68K $326K
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
SELL
 -
-147
- 1.83%
$8.91K - $9.5K
7.87K $548K
Oct 18, 2023 Q3 2023
Roman Butler Fullerton & CO

SELL
 -
-149
- 1.33%
$9.03K - $9.63K
11K $769K
Oct 05, 2023 Q3 2023
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-150
- 3.75%
$9.09K - $9.7K
3.85K $268K
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

SELL
 -
-156
- 2.06%
$9.45K - $10.1K
7.43K $517K
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
SELL
 -
-170
- 3.93%
$10.3K - $11K
4.16K $289K
Oct 23, 2023 Q3 2023
Dakota Wealth Management

SELL
 -
-185
- 1.09%
$11.2K - $12K
16.9K $1.17M

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