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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
342+ 6.51% |
$21.1K - $22.9K
|
5.59K
$390K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
300+ 0.66% |
$18.5K - $20.1K
|
45.8K
$3.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
295+ 7.33% |
$18.2K - $19.8K
|
4.32K
$301K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
287New |
$17.7K - $19.2K
|
287
$20K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
208+ 2.54% |
$12.8K - $13.9K
|
8.39K
$585K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
197+ 0.75% |
$12.1K - $13.2K
|
26.3K
$1.84M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
187+ 1.8% |
$11.5K - $12.5K
|
10.6K
$740K
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
138+ 3.17% |
$8.5K - $9.24K
|
4.49K
$313K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
70+ 0.54% |
$4.31K - $4.69K
|
13K
$910K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
69+ 1.07% |
$4.25K - $4.62K
|
6.53K
$456K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
64+ 0.83% |
$3.94K - $4.28K
|
7.79K
$544K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
39+ 2.23% |
$2.4K - $2.61K
|
1.79K
$125K
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
35+ 0.39% |
$2.15K - $2.34K
|
8.99K
$628K
|
|
|
Oct 15, 2025
Q3 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
22+ 0.39% |
$1.35K - $1.47K
|
5.62K
$392K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
20+ 0.37% |
$1.23K - $1.34K
|
5.4K
$377K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
14+ 0.25% |
$862 - $937
|
5.59K
$391K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
13New |
$800 - $870
|
13
$908
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
11+ 0.06% |
$677 - $736
|
17K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$616 - $670
|
10
$698
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9+ 0.18% |
$554 - $603
|
4.9K
$342K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
6+ 0.06% |
$369 - $402
|
10.1K
$705K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
5New |
$308 - $335
|
5
$349
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
5+ 0.41% |
$308 - $335
|
1.22K
$85K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4+ 0.08% |
$246 - $268
|
4.8K
$335K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4+ 0.08% |
$246 - $268
|
4.91K
$343K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 1.5% |
$185 - $201
|
203
$14.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3+ 0.44% |
$185 - $201
|
685
$47.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
3New |
$185 - $201
|
3
$209
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.22% |
$123 - $134
|
914
$63.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.34% |
$123 - $134
|
582
$40.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.22% |
$61.6 - $67
|
451
$31.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1New |
$61.6 - $67
|
1
$69.8
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5- 0.09% |
$308 - $335
|
5.53K
$386K
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-30- 0.67% |
$1.85K - $2.01K
|
4.48K
$313K
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-70- 0.87% |
$4.31K - $4.69K
|
7.97K
$556K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-73- 1.23% |
$4.49K - $4.89K
|
5.87K
$410K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-91- 0.16% |
$5.6K - $6.09K
|
56.8K
$3.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-92- 6.4% |
$5.66K - $6.16K
|
1.35K
$93.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-117- 1.38% |
$7.2K - $7.83K
|
8.35K
$583K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-130- 1.87% |
$8K - $8.7K
|
6.84K
$478K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-163- 49.24% |
$10K - $10.9K
|
168
$11.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-184- 4.23% |
$11.3K - $12.3K
|
4.17K
$291K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-188- 2.36% |
$11.6K - $12.6K
|
7.79K
$544K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-193- 3.52% |
$11.9K - $12.9K
|
5.29K
$369K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-288- 7.96% |
$17.7K - $19.3K
|
3.33K
$232K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-315- 3.57% |
$19.4K - $21.1K
|
8.51K
$594K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-372- 2.97% |
$22.9K - $24.9K
|
12.2K
$849K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-439- 10.74% |
$27K - $29.4K
|
3.65K
$255K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-457- 67.7% |
$28.1K - $30.6K
|
218
$15.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-464- 0.28% |
$28.6K - $31.1K
|
167K
$11.6M
|