Purchases and Sales Made in Q4 2019 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q4 2019. 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 |
---|---|---|---|---|---|---|---|
Mar 23, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.68MNew |
$71M - $83.9M
|
1.68M
$118M
|
|
Sep 21, 2023
Q4 2019
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
235KNew |
$9.95M - $11.8M
|
235K
$16.5M
|
|
Feb 14, 2020
Q4 2019
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
119K+ 459.99% |
$5.05M - $5.98M
|
145K
$10.2M
|
|
Feb 07, 2020
Q4 2019
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
114K+ 20.85% |
$4.84M - $5.72M
|
663K
$46.5M
|
|
Feb 14, 2020
Q4 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
100K+ 709.23% |
$4.25M - $5.02M
|
115K
$8.04M
|
|
Feb 14, 2020
Q4 2019
|
Truist Financial Corp
|
BUY
|
- |
86.9KNew |
$3.67M - $4.34M
|
86.9K
$6.1M
|
|
Jan 28, 2020
Q4 2019
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
76.4KNew |
$3.23M - $3.82M
|
76.4K
$5.37M
|
|
Jun 17, 2024
Q4 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
75.4K+ 115.75% |
$3.19M - $3.77M
|
141K
$9.87M
|
|
Feb 13, 2020
Q4 2019
|
Demars Financial Group, LLC
|
BUY
|
- |
64.4KNew |
$2.72M - $3.22M
|
64.4K
$4.52M
|
|
Feb 06, 2020
Q4 2019
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
59.7KNew |
$2.52M - $2.99M
|
59.7K
$4.19M
|
|
Feb 14, 2020
Q4 2019
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52K+ 253.41% |
$2.2M - $2.6M
|
72.5K
$5.09M
|
|
Jan 14, 2020
Q4 2019
|
55 I, LLC
Boston, MA |
BUY
|
- |
47.7K+ 82.7% |
$2.02M - $2.39M
|
105K
$7.4M
|
|
Feb 25, 2020
Q4 2019
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
46.8KNew |
$1.98M - $2.34M
|
46.8K
$3.28M
|
|
Jan 24, 2020
Q4 2019
|
Stone X Group Inc.
|
BUY
|
- |
41.2KNew |
$1.74M - $2.06M
|
41.2K
$2.89M
|
|
Feb 14, 2020
Q4 2019
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
40.3K+ 10.29% |
$1.7M - $2.01M
|
432K
$30.3M
|
|
Feb 13, 2020
Q4 2019
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
38.6K+ 30.96% |
$1.63M - $1.93M
|
163K
$11.4M
|
|
Feb 12, 2020
Q4 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.5K+ 90.42% |
$1.21M - $1.43M
|
60.1K
$4.22M
|
|
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
24.8K+ 243.66% |
$1.05M - $1.24M
|
35K
$2.45M
|
|
Feb 04, 2020
Q4 2019
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.5K+ 16.7% |
$1.03M - $1.22M
|
171K
$12M
|
|
Jan 29, 2020
Q4 2019
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
24.3KNew |
$1.03M - $1.22M
|
24.3K
$1.71M
|
|
Feb 06, 2020
Q4 2019
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23KNew |
$972K - $1.15M
|
23K
$1.61M
|
|
Jul 17, 2024
Q4 2019
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
22.6K+ 11.08% |
$954K - $1.13M
|
226K
$15.9M
|
|
Feb 11, 2020
Q4 2019
|
Atlas Private Wealth Management
|
BUY
|
- |
19.4KNew |
$819K - $968K
|
19.4K
$1.36M
|
|
Mar 04, 2020
Q4 2019
|
Tandem Capital Management Corp
|
BUY
|
- |
18.4KNew |
$779K - $922K
|
18.4K
$1.29M
|
|
Feb 03, 2020
Q4 2019
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
15.7KNew |
$664K - $785K
|
15.7K
$1.1M
|
|
Jan 23, 2020
Q4 2019
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.2KNew |
$600K - $709K
|
14.2K
$996K
|
|
Feb 05, 2020
Q4 2019
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13K+ 4.08% |
$550K - $650K
|
332K
$23.3M
|
|
Feb 18, 2020
Q4 2019
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.3KNew |
$479K - $566K
|
11.3K
$794K
|
|
Feb 07, 2020
Q4 2019
|
Adviser Investments LLC
|
BUY
|
- |
11.1K+ 1.59% |
$470K - $555K
|
707K
$49.6M
|
|
Feb 12, 2020
Q4 2019
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
11.1KNew |
$468K - $553K
|
11.1K
$776K
|
|
Feb 12, 2020
Q4 2019
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
9.38KNew |
$397K - $469K
|
9.38K
$658K
|
|
Feb 10, 2020
Q4 2019
|
Karp Capital Management Corp
|
BUY
|
- |
8.77K+ 5.33% |
$371K - $439K
|
173K
$12.2M
|
|
Feb 10, 2020
Q4 2019
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
8.72KNew |
$369K - $436K
|
8.72K
$612K
|
|
Jan 27, 2020
Q4 2019
|
Cwm, LLC
|
BUY
|
- |
8K+ 5794.93% |
$338K - $400K
|
8.14K
$571K
|
|
Jan 27, 2020
Q4 2019
|
Smith, Salley & Associates
|
BUY
|
- |
7.01K+ 29.59% |
$297K - $351K
|
30.7K
$2.16M
|
|
Apr 19, 2024
Q4 2019
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.33KNew |
$268K - $317K
|
6.33K
$444K
|
|
Feb 07, 2020
Q4 2019
|
Lincoln National Corp
|
BUY
|
- |
6.06K+ 79.29% |
$256K - $303K
|
13.7K
$961K
|
|
Feb 03, 2020
Q4 2019
|
Portfolio Strategies, Inc.
|
BUY
|
- |
6.05KNew |
$256K - $303K
|
6.05K
$425K
|
|
Feb 03, 2020
Q4 2019
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.72K+ 4.09% |
$242K - $286K
|
146K
$10.2M
|
|
Feb 06, 2020
Q4 2019
|
Keystone Financial Group
|
BUY
|
- |
4.69KNew |
$198K - $235K
|
4.69K
$329K
|
|
Jan 30, 2020
Q4 2019
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.35K+ 59.99% |
$184K - $218K
|
11.6K
$815K
|
|
Feb 14, 2020
Q4 2019
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.21KNew |
$178K - $211K
|
4.21K
$296K
|
|
Jan 28, 2020
Q4 2019
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.12KNew |
$174K - $206K
|
4.12K
$289K
|
|
Feb 14, 2020
Q4 2019
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.01K+ 27.12% |
$170K - $201K
|
18.8K
$1.32M
|
|
Jan 24, 2020
Q4 2019
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.79K+ 6.76% |
$160K - $190K
|
59.9K
$4.2M
|
|
Feb 21, 2020
Q4 2019
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
3.79KNew |
$160K - $189K
|
3.79K
$266K
|
|
Jan 14, 2020
Q4 2019
|
Atlas Brown,Inc.
|
BUY
|
- |
2.7K+ 14.02% |
$114K - $135K
|
21.9K
$1.54M
|
|
Feb 27, 2020
Q4 2019
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.23KNew |
$94.4K - $112K
|
2.23K
$157K
|
|
Jan 27, 2020
Q4 2019
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.99K+ 27.47% |
$84.1K - $99.4K
|
9.22K
$647K
|
|
Jan 10, 2020
Q4 2019
|
Lynch & Associates
|
BUY
|
- |
1.9K+ 9.76% |
$80.2K - $94.9K
|
21.3K
$1.5M
|