Purchases and Sales Made in Q4 2020 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q4 2020. 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 16, 2021
Q4 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.52M+ 49.09% |
$77.8M - $87.7M
|
4.61M
$306M
|
|
Feb 16, 2021
Q4 2020
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
1.09MNew |
$55.9M - $62.9M
|
1.09M
$72.3M
|
|
Jun 17, 2024
Q4 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
210K+ 4355.95% |
$10.7M - $12.1M
|
214K
$14.2M
|
|
Jan 21, 2021
Q4 2020
|
Altfest L J & CO Inc
|
BUY
|
- |
161KNew |
$8.25M - $9.29M
|
161K
$10.7M
|
|
Jan 12, 2021
Q4 2020
|
Hbw Advisory Services LLC
|
BUY
|
- |
108K+ 987.51% |
$5.54M - $6.25M
|
119K
$7.9M
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
88.6K+ 693.09% |
$4.54M - $5.11M
|
101K
$6.72M
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56K+ 47.43% |
$2.87M - $3.23M
|
174K
$11.5M
|
|
Jan 26, 2021
Q4 2020
|
Adviser Investments LLC
|
BUY
|
- |
54.6K+ 7.43% |
$2.8M - $3.15M
|
790K
$52.4M
|
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
47.5KNew |
$2.43M - $2.74M
|
47.5K
$3.15M
|
|
Feb 08, 2021
Q4 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.8K+ 4.65% |
$1.89M - $2.13M
|
828K
$54.9M
|
|
Jan 26, 2021
Q4 2020
|
Spinnaker Trust
|
BUY
|
- |
35KNew |
$1.79M - $2.02M
|
35K
$2.32M
|
|
Feb 04, 2021
Q4 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
30.1K+ 106.59% |
$1.54M - $1.74M
|
58.3K
$3.86M
|
|
Jan 26, 2021
Q4 2020
|
Mascoma Wealth Management LLC
|
BUY
|
- |
25.1K+ 427.64% |
$1.29M - $1.45M
|
31K
$2.06M
|
|
Feb 10, 2021
Q4 2020
|
Lvz, Inc.
|
BUY
|
- |
24.3K+ 5.28% |
$1.25M - $1.41M
|
485K
$32.2M
|
|
Feb 16, 2021
Q4 2020
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
20.9KNew |
$1.07M - $1.21M
|
20.9K
$1.39M
|
|
Jan 28, 2021
Q4 2020
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
17.6KNew |
$904K - $1.02M
|
17.6K
$1.17M
|
|
Feb 11, 2021
Q4 2020
|
Leo Brokerage, LLC
|
BUY
|
- |
16.5K+ 36.46% |
$848K - $955K
|
61.9K
$4.11M
|
|
Feb 16, 2021
Q4 2020
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
15.1KNew |
$772K - $870K
|
15.1K
$999K
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12K+ 5.74% |
$617K - $695K
|
222K
$14.7M
|
|
Mar 08, 2021
Q4 2020
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
9.61K+ 10.2% |
$492K - $555K
|
104K
$6.89M
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.28K+ 6.61% |
$476K - $536K
|
150K
$9.93M
|
|
Feb 18, 2021
Q4 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
9.14K+ 40.07% |
$468K - $528K
|
32K
$2.12M
|
|
Feb 12, 2021
Q4 2020
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
8.36K+ 1802.37% |
$429K - $483K
|
8.83K
$585K
|
|
Feb 02, 2021
Q4 2020
|
Weatherly Asset Management L. P.
|
BUY
|
- |
8.15K+ 21.48% |
$417K - $470K
|
46.1K
$3.06M
|
|
Jan 29, 2021
Q4 2020
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7.91KNew |
$405K - $457K
|
7.91K
$525K
|
|
Feb 12, 2021
Q4 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.3KNew |
$374K - $422K
|
7.3K
$484K
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.18KNew |
$368K - $415K
|
7.18K
$476K
|
|
Jan 21, 2021
Q4 2020
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.33K+ 33.2% |
$325K - $366K
|
25.4K
$1.69M
|
|
Jan 21, 2021
Q4 2020
|
Investors Research Corp
|
BUY
|
- |
6.24K+ 126.03% |
$320K - $360K
|
11.2K
$742K
|
|
Jan 25, 2021
Q4 2020
|
Life Steps Financial, Inc.
|
BUY
|
- |
6.22KNew |
$319K - $359K
|
6.22K
$413K
|
|
Feb 03, 2021
Q4 2020
|
Stone X Group Inc.
|
BUY
|
- |
6.17K+ 7.45% |
$316K - $356K
|
89K
$5.9M
|
|
Jan 27, 2021
Q4 2020
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.32KNew |
$272K - $307K
|
5.32K
$353K
|
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
5.19KNew |
$266K - $300K
|
5.19K
$344K
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.07K+ 5.45% |
$260K - $293K
|
98.1K
$6.51M
|
|
Feb 10, 2021
Q4 2020
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.69KNew |
$240K - $271K
|
4.69K
$311K
|
|
Feb 11, 2021
Q4 2020
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4.52K+ 9.83% |
$232K - $261K
|
50.5K
$3.35M
|
|
Feb 12, 2021
Q4 2020
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.49KNew |
$230K - $259K
|
4.49K
$298K
|
|
Feb 16, 2021
Q4 2020
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.37KNew |
$224K - $252K
|
4.37K
$290K
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.22K+ 6.24% |
$216K - $244K
|
71.9K
$4.77M
|
|
Feb 09, 2021
Q4 2020
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.08K+ 4.67% |
$209K - $235K
|
91.4K
$6.06M
|
|
Feb 12, 2021
Q4 2020
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.93KNew |
$201K - $227K
|
3.93K
$260K
|
|
Feb 16, 2021
Q4 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.75K+ 7.68% |
$192K - $216K
|
52.5K
$3.48M
|
|
Feb 09, 2021
Q4 2020
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.66KNew |
$188K - $211K
|
3.66K
$243K
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.61KNew |
$185K - $208K
|
3.61K
$239K
|
|
Feb 10, 2021
Q4 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
3.6KNew |
$184K - $208K
|
3.6K
$239K
|
|
Feb 16, 2021
Q4 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.57KNew |
$183K - $206K
|
3.57K
$237K
|
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.54KNew |
$181K - $204K
|
3.54K
$235K
|
|
Jan 22, 2021
Q4 2020
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.51KNew |
$180K - $203K
|
3.51K
$233K
|
|
Feb 16, 2021
Q4 2020
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.47KNew |
$178K - $200K
|
3.47K
$230K
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
3.35KNew |
$172K - $194K
|
3.35K
$222K
|