Purchases and Sales Made in Q3 2024 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q3 2024. 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 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-64- 0.37% |
$4.32K - $4.75K
|
17.4K
$1.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-67- 11.06% |
$4.52K - $4.97K
|
539
$37.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-81- 2.52% |
$5.46K - $6.01K
|
3.14K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-82- 3.76% |
$5.53K - $6.09K
|
2.1K
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-86- 0.87% |
$5.8K - $6.38K
|
9.78K
$681K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-87- 2.11% |
$5.87K - $6.46K
|
4.04K
$281K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-101- 2.12% |
$6.81K - $7.5K
|
4.67K
$325K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-101- 3.1% |
$6.81K - $7.5K
|
3.16K
$220K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-106- 3.02% |
$7.15K - $7.87K
|
3.4K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-106- 1.86% |
$7.15K - $7.87K
|
5.59K
$389K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-114- 1.87% |
$7.69K - $8.46K
|
5.97K
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-116- 0.88% |
$7.82K - $8.61K
|
13.1K
$909K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-120- 0.22% |
$8.09K - $8.91K
|
53.4K
$3.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-122- 9.14% |
$8.23K - $9.06K
|
1.21K
$84.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-137- 2.44% |
$9.24K - $10.2K
|
5.48K
$381K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-142- 0.8% |
$9.58K - $10.5K
|
17.6K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-154- 1.14% |
$10.4K - $11.4K
|
13.4K
$933K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-166- 5.64% |
$11.2K - $12.3K
|
2.78K
$193K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-178- 4.66% |
$12K - $13.2K
|
3.65K
$254K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-207- 33.12% |
$14K - $15.4K
|
418
$29.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-215- 0.91% |
$14.5K - $16K
|
23.3K
$1.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-231- 8.39% |
$15.6K - $17.1K
|
2.52K
$176K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-237- 2.52% |
$16K - $17.6K
|
9.19K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-240- 3.93% |
$16.2K - $17.8K
|
5.87K
$408K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-257- 54.22% |
$17.3K - $19.1K
|
217
$15.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-284- 8.85% |
$19.2K - $21.1K
|
2.93K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-288- 0.24% |
$19.4K - $21.4K
|
120K
$8.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-291- 7.39% |
$19.6K - $21.6K
|
3.65K
$254K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-299- 0.76% |
$20.2K - $22.2K
|
39K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-348- 11.32% |
$23.5K - $25.8K
|
2.73K
$190K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-353- 2.33% |
$23.8K - $26.2K
|
14.8K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-451- 4.7% |
$30.4K - $33.5K
|
9.14K
$636K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-476- 0.3% |
$32.1K - $35.3K
|
157K
$10.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-504- 3.52% |
$34K - $37.4K
|
13.8K
$962K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-539- 1.24% |
$36.3K - $40K
|
43.1K
$3M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-560- 4.02% |
$37.8K - $41.6K
|
13.4K
$932K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-632- 6.25% |
$42.6K - $46.9K
|
9.48K
$660K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-701- 2.53% |
$47.3K - $52K
|
27K
$1.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-712- 6.44% |
$48K - $52.9K
|
10.4K
$721K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-825- 1.35% |
$55.6K - $61.2K
|
60.5K
$4.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-851- 6.19% |
$57.4K - $63.2K
|
12.9K
$898K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-863- 1.29% |
$58.2K - $64.1K
|
66.2K
$4.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-890- 0.91% |
$60K - $66.1K
|
97.2K
$6.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-892- 36.92% |
$60.1K - $66.2K
|
1.52K
$106K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-899- 4.61% |
$60.6K - $66.7K
|
18.6K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-934- 0.59% |
$63K - $69.3K
|
158K
$11M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-975- 3.46% |
$65.7K - $72.4K
|
27.2K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.21K- 2.84% |
$81.7K - $90K
|
41.4K
$2.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.3K- 7.61% |
$87.5K - $96.3K
|
15.8K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.4K- 2.52% |
$94.1K - $104K
|
54K
$3.76M
|