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 |
---|---|---|---|---|---|---|---|
Feb 14, 2020
Q4 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.65K+ 23.64% |
$69.8K - $82.5K
|
8.63K
$606K
|
|
Feb 05, 2020
Q4 2019
|
Ellevest, Inc.
|
BUY
|
- |
1.53K+ 511.0% |
$64.8K - $76.7K
|
1.83K
$129K
|
|
Jan 10, 2020
Q4 2019
|
Canton Hathaway, LLC
|
BUY
|
- |
1.52K+ 13.5% |
$64.3K - $76K
|
12.8K
$897K
|
|
Feb 11, 2020
Q4 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 7.07% |
$63.5K - $75.1K
|
22.7K
$1.6M
|
|
Jan 27, 2020
Q4 2019
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.42K+ 5.33% |
$60K - $70.9K
|
28K
$1.97M
|
|
Feb 14, 2020
Q4 2019
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.4KNew |
$59.2K - $70K
|
1.4K
$98.3K
|
|
Feb 14, 2020
Q4 2019
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.24K+ 0.98% |
$52.3K - $61.9K
|
128K
$8.97M
|
|
Jan 28, 2020
Q4 2019
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.2K+ 77.52% |
$50.8K - $60K
|
2.75K
$193K
|
|
Jan 27, 2020
Q4 2019
|
Eagle Capital Management, LLC
|
BUY
|
- |
949+ 0.64% |
$40.1K - $47.5K
|
150K
$10.5M
|
|
Feb 04, 2020
Q4 2019
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
905+ 0.41% |
$38.3K - $45.3K
|
220K
$15.5M
|
|
Feb 07, 2020
Q4 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
841+ 77.94% |
$35.6K - $42.1K
|
1.92K
$135K
|
|
Feb 05, 2020
Q4 2019
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
754+ 295.69% |
$31.9K - $37.7K
|
1.01K
$70.8K
|
|
Jan 29, 2020
Q4 2019
|
S.A. Mason LLC
|
BUY
|
- |
729New |
$30.8K - $36.5K
|
729
$51.2K
|
|
Feb 12, 2020
Q4 2019
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
710+ 8.2% |
$30K - $35.5K
|
9.37K
$658K
|
|
Feb 10, 2020
Q4 2019
|
Private Advisor Group, LLC
|
BUY
|
- |
529+ 7.4% |
$22.4K - $26.5K
|
7.67K
$539K
|
|
Jan 16, 2020
Q4 2019
|
Allworth Financial LP
|
BUY
|
- |
486New |
$20.6K - $24.3K
|
486
$34.1K
|
|
Jan 30, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
433+ 2.85% |
$18.3K - $21.7K
|
15.6K
$1.1M
|
|
Jan 08, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
433+ 2.85% |
$18.3K - $21.7K
|
15.6K
$1.1M
|
|
Feb 14, 2020
Q4 2019
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
398New |
$16.8K - $19.9K
|
398
$27.9K
|
|
Sep 07, 2021
Q4 2019
|
Geneos Wealth Management Inc.
|
BUY
|
- |
389+ 5.24% |
$16.5K - $19.5K
|
7.82K
$549K
|
|
Feb 14, 2020
Q4 2019
|
Advisory Alpha, LLC
|
BUY
|
- |
355+ 4.07% |
$15K - $17.8K
|
9.09K
$638K
|
|
Feb 11, 2020
Q4 2019
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
352+ 4.71% |
$14.9K - $17.6K
|
7.82K
$549K
|
|
Feb 14, 2020
Q4 2019
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
316New |
$13.4K - $15.8K
|
316
$22.2K
|
|
Jan 17, 2020
Q4 2019
|
Manchester Financial Inc
|
BUY
|
- |
260New |
$11K - $13K
|
260
$18.3K
|
|
Jan 02, 2020
Q4 2019
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
260+ 1.74% |
$11K - $13K
|
15.2K
$1.07M
|
|
Jan 24, 2020
Q4 2019
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
245New |
$10.4K - $12.3K
|
245
$17.2K
|
|
Feb 12, 2020
Q4 2019
|
Element Wealth, LLC
|
BUY
|
- |
215New |
$9.09K - $10.8K
|
215
$15.1K
|
|
Feb 27, 2020
Q4 2019
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
212New |
$8.97K - $10.6K
|
212
$14.9K
|
|
Feb 14, 2020
Q4 2019
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
200New |
$8.46K - $10K
|
200
$14K
|
|
Feb 06, 2020
Q4 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
127+ 16.2% |
$5.37K - $6.35K
|
911
$64K
|
|
Jan 29, 2020
Q4 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
66+ 13.55% |
$2.79K - $3.3K
|
553
$38.8K
|
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
43New |
$1.82K - $2.15K
|
43
$3.02K
|
|
Feb 10, 2020
Q4 2019
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
42New |
$1.78K - $2.1K
|
42
$2.95K
|
|
Feb 14, 2020
Q4 2019
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
40New |
$1.69K - $2K
|
40
$2.81K
|
|
Jan 27, 2020
Q4 2019
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
33New |
$1.4K - $1.65K
|
33
$2.32K
|
|
Jan 17, 2020
Q4 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
23New |
$973 - $1.15K
|
23
$1.61K
|
|
Feb 12, 2020
Q4 2019
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
19+ 38.78% |
$804 - $950
|
68
$4.77K
|
|
Feb 14, 2020
Q4 2019
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17+ 0.04% |
$719 - $850
|
38.7K
$2.71M
|
|
Feb 13, 2020
Q4 2019
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10New |
$423 - $500
|
10
$702
|
|
Jan 07, 2020
Q4 2019
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.14% |
$381 - $450
|
6.28K
$441K
|
|
Jan 24, 2020
Q4 2019
|
Founders Capital Management
|
BUY
|
- |
5New |
$212 - $250
|
5
$351
|
|
Feb 10, 2020
Q4 2019
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.18% |
$42.3 - $50
|
543
$38.1K
|
|
Feb 13, 2020
Q4 2019
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.02% |
$42.3 - $50
|
6.6K
$463K
|
|
Feb 04, 2020
Q4 2019
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.23% |
$42.3 - $50
|
429
$30.1K
|
|
Feb 04, 2020
Q4 2019
|
Spectrum Management Group, LLC
|
BUY
|
- |
1+ 0.07% |
$42.3 - $50
|
1.38K
$96.9K
|
|
Feb 21, 2020
Q4 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Charles Schwab Trust CO
|
SELL
|
- |
-6- 0.08% |
$254 - $300
|
7.5K
$526K
|
|
Feb 05, 2020
Q4 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 34.83% |
$1.31K - $1.55K
|
58
$4.07K
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-33- 0.23% |
$1.4K - $1.65K
|
14.3K
$1M
|
|
Feb 14, 2020
Q4 2019
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-34Closed |
$1.44K - $1.7K
|
0
$0
|