Purchases and Sales Made in Q3 2025 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q3 2025. 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 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
328KNew |
$20.2M - $21.9M
|
328K
$22.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
290KNew |
$17.9M - $19.4M
|
290K
$20.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
155K+ 1765.47% |
$9.54M - $10.4M
|
164K
$11.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
151K+ 19.96% |
$9.29M - $10.1M
|
907K
$63.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
100KNew |
$6.16M - $6.7M
|
100K
$6.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.7K+ 59.84% |
$4.23M - $4.6M
|
184K
$12.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
31.7K+ 27.25% |
$1.95M - $2.13M
|
148K
$10.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
24.9KNew |
$1.53M - $1.67M
|
24.9K
$1.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
24K+ 12.67% |
$1.48M - $1.61M
|
214K
$14.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
16.2K+ 10.8% |
$995K - $1.08M
|
166K
$11.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
15.8K+ 15.86% |
$971K - $1.06M
|
115K
$8.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
14.2K+ 5.21% |
$872K - $949K
|
286K
$20M
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
12.3K+ 9.31% |
$760K - $826K
|
145K
$10.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
10.6K+ 5.42% |
$650K - $707K
|
205K
$14.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
9.19K+ 31.09% |
$566K - $615K
|
38.7K
$2.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.21K+ 3.03% |
$505K - $549K
|
279K
$19.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.15KNew |
$440K - $479K
|
7.15K
$499K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
7.08K+ 8.82% |
$436K - $474K
|
87.4K
$6.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.88KNew |
$424K - $461K
|
6.88K
$481K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.59KNew |
$406K - $441K
|
6.59K
$460K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.46KNew |
$336K - $366K
|
5.46K
$381K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.16K+ 3.03% |
$318K - $346K
|
176K
$12.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.98KNew |
$306K - $333K
|
4.98K
$347K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
4.48K+ 5.2% |
$276K - $300K
|
90.5K
$6.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.44KNew |
$274K - $298K
|
4.44K
$310K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.19K+ 20.06% |
$258K - $281K
|
25.1K
$1.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.64KNew |
$224K - $243K
|
3.64K
$254K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.45KNew |
$212K - $231K
|
3.45K
$241K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.26KNew |
$201K - $218K
|
3.26K
$228K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.19K+ 14.93% |
$196K - $213K
|
24.5K
$1.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.04KNew |
$187K - $203K
|
3.04K
$212K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.04KNew |
$187K - $203K
|
3.04K
$212K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.54KNew |
$156K - $170K
|
2.54K
$177K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.06K+ 10.83% |
$127K - $138K
|
21.1K
$1.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2K+ 4.05% |
$123K - $134K
|
51.4K
$3.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 832.75% |
$117K - $128K
|
2.14K
$149K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.25K+ 15.93% |
$77K - $83.7K
|
9.1K
$635K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.19K+ 2.12% |
$73.4K - $79.8K
|
57.4K
$4.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1K+ 3.05% |
$61.7K - $67.2K
|
33.8K
$2.36M
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
943+ 2.8% |
$58.1K - $63.1K
|
34.6K
$2.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
911+ 3.45% |
$56.1K - $61K
|
27.3K
$1.91M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
705+ 2.89% |
$43.4K - $47.2K
|
25.1K
$1.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
682+ 15.17% |
$42K - $45.7K
|
5.18K
$361K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
664+ 8.87% |
$40.9K - $44.5K
|
8.15K
$569K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
600New |
$36.9K - $40.2K
|
600
$41.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
575New |
$35.4K - $38.5K
|
575
$40.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
553+ 16.52% |
$34K - $37K
|
3.9K
$272K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
546+ 4.31% |
$33.6K - $36.6K
|
13.2K
$923K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
500New |
$30.8K - $33.5K
|
500
$34.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
433New |
$26.7K - $29K
|
433
$30.2K
|