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 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-513- 50.64% |
$31.6K - $34.3K
|
500
$34.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-514- 21.06% |
$31.6K - $34.4K
|
1.93K
$135K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-532- 13.85% |
$32.7K - $35.6K
|
3.31K
$231K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-596- 2.28% |
$36.7K - $39.9K
|
25.6K
$1.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-623- 4.19% |
$38.4K - $41.7K
|
14.2K
$995K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-648- 4.61% |
$39.9K - $43.4K
|
13.4K
$936K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-702- 1.59% |
$43.2K - $47K
|
43.5K
$3.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-711- 9.43% |
$43.8K - $47.6K
|
6.83K
$476K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-793- 3.68% |
$48.8K - $53.1K
|
20.8K
$1.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-847- 9.57% |
$52.1K - $56.7K
|
8K
$558K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-942- 9.11% |
$58K - $63.1K
|
9.4K
$656K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-978- 6.9% |
$60.2K - $65.5K
|
13.2K
$922K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.31K- 29.19% |
$80.5K - $87.6K
|
3.17K
$222K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.38K- 14.26% |
$84.8K - $92.3K
|
8.28K
$578K
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-1.61K- 7.79% |
$99.2K - $108K
|
19.1K
$1.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.74K- 12.09% |
$107K - $116K
|
12.6K
$881K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-2.42K- 8.99% |
$149K - $162K
|
24.5K
$1.71M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.6K- 32.2% |
$160K - $174K
|
5.47K
$382K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.13K- 11.23% |
$193K - $210K
|
24.7K
$1.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-3.22K- 12.96% |
$198K - $216K
|
21.6K
$1.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.26K- 50.84% |
$262K - $285K
|
4.12K
$287K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-10.6K- 12.47% |
$654K - $711K
|
74.5K
$5.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-10.7K- 14.83% |
$656K - $713K
|
61.2K
$4.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-15.1K- 45.02% |
$930K - $1.01M
|
18.5K
$1.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-17.3K- 60.1% |
$1.06M - $1.16M
|
11.5K
$800K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-23.4K- 18.86% |
$1.44M - $1.57M
|
101K
$7.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-27.3K- 53.45% |
$1.68M - $1.83M
|
23.8K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-47.8K- 9.72% |
$2.94M - $3.2M
|
444K
$31M
|