Purchases and Sales Made in Q4 2020 in Fidelity Covington Tr Msci Hea (FHLC)

FHLC Quotes by TradingView

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
Jan 22, 2021 Q4 2020
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
3.31K
New
$170K - $191K
3.31K $224K
Jan 27, 2021 Q4 2020
Atlas Private Wealth Management

BUY
 -
2.84K
+ 15.93%
$146K - $164K
20.7K $1.4M
Jan 13, 2021 Q4 2020
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
2.34K
+ 6.12%
$120K - $135K
40.5K $2.74M
Feb 16, 2021 Q4 2020
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
2.33K
+ 7.07%
$119K - $135K
35.3K $2.39M
Feb 18, 2021 Q4 2020
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
2.04K
New
$104K - $118K
2.04K $138K
Feb 09, 2021 Q4 2020
Arkadios Wealth Advisors

BUY
 -
1.82K
New
$93.2K - $105K
1.82K $123K
Jan 20, 2021 Q4 2020
Lws Wealth Advisors, Inc.

BUY
 -
1.7K
+ 1.3%
$87K - $98K
132K $8.95M
May 24, 2021 Q4 2020
Sargent Bickham Lagudis LLC

BUY
 -
1.62K
New
$83.2K - $93.8K
1.62K $110K
Feb 04, 2021 Q4 2020
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.52K
+ 0.82%
$78K - $87.9K
187K $12.7M
Mar 19, 2021 Q4 2020
Valley Brook Capital Group, Inc.

Venetia, PA
BUY
 -
1.5K
New
$77.1K - $86.9K
1.5K $102K
Feb 16, 2021 Q4 2020
Court Place Advisors, LLC

Ellicott City, MD
BUY
 -
1.39K
+ 8.13%
$71.4K - $80.5K
18.5K $1.26M
Feb 10, 2021 Q4 2020
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.29K
+ 0.45%
$66.2K - $74.6K
290K $19.6M
Feb 12, 2021 Q4 2020
Inspire Advisors, LLC

Meridian, ID
BUY
 -
1.17K
New
$60K - $67.6K
1.17K $79.3K
Jan 27, 2021 Q4 2020
Cwm, LLC

BUY
 -
1.13K
+ 818.12%
$57.8K - $65.2K
1.27K $85.8K
Feb 16, 2021 Q4 2020
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
927
New
$47.5K - $53.5K
927 $62.8K
Jan 25, 2021 Q4 2020
Ifp Advisors, Inc

BUY
 -
850
+ 57.28%
$43.6K - $49.1K
2.33K $158K
Jan 29, 2021 Q4 2020
Creative Planning

Overland Park, KS
BUY
 -
833
+ 10.22%
$42.7K - $48.1K
8.98K $609K
Feb 01, 2021 Q4 2020
Hanson & Doremus Investment Management

BUY
 -
785
New
$40.2K - $45.3K
785 $53.2K
Jan 08, 2024 Q4 2020
Snowden Capital Advisors LLC

New York, NY
BUY
 -
720
+ 3.1%
$36.9K - $41.6K
23.9K $1.62M
Jan 20, 2021 Q4 2020
Lynch & Associates

BUY
 -
719
+ 3.54%
$36.8K - $41.5K
21K $1.43M
Feb 11, 2021 Q4 2020
Valeo Financial Advisors, LLC

BUY
 -
714
+ 25.85%
$36.6K - $41.2K
3.48K $235K
Jan 09, 2024 Q4 2020
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
575
+ 1402.44%
$29.5K - $33.2K
616 $41.7K
Jan 28, 2021 Q4 2020
Smith, Salley & Associates

BUY
 -
549
+ 2.59%
$28.1K - $31.7K
21.7K $1.47M
Jan 21, 2021 Q4 2020
G&S Capital LLC

BUY
 -
435
+ 1.78%
$22.3K - $25.1K
24.9K $1.69M
Feb 04, 2021 Q4 2020
Beaumont Asset Management, L.L.C.

BUY
 -
410
+ 1.87%
$21K - $23.7K
22.4K $1.52M
Feb 12, 2021 Q4 2020
Stifel Financial Corp

St. Louis, MO
BUY
 -
408
+ 0.37%
$20.9K - $23.6K
112K $7.57M
Feb 10, 2021 Q4 2020
Keystone Financial Group

BUY
 -
396
+ 9.53%
$20.3K - $22.9K
4.55K $308K
Mar 03, 2021 Q4 2020
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
394
+ 1.48%
$20.2K - $22.8K
27.1K $1.84M
Feb 16, 2021 Q4 2020
Captrust Financial Advisors

Raleigh, NC
BUY
 -
373
+ 373.0%
$19.1K - $21.5K
473 $32K
Feb 12, 2021 Q4 2020
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
347
New
$17.8K - $20K
347 $23.5K
Feb 12, 2021 Q4 2020
Mml Investors Services, LLC

Springfield, MA
BUY
 -
343
+ 2.01%
$17.6K - $19.8K
17.4K $1.18M
Jan 29, 2021 Q4 2020
Summit X, LLC

Chesterfield, MO
BUY
 -
305
+ 7.16%
$15.6K - $17.6K
4.57K $309K
Feb 08, 2021 Q4 2020
Howe & Rusling Inc

Rochester, NY
BUY
 -
300
New
$15.4K - $17.3K
300 $20.3K
Apr 01, 2021 Q4 2020
Private Advisor Group, LLC

BUY
 -
274
+ 5.52%
$14K - $15.8K
5.24K $355K
Jan 21, 2021 Q4 2020
Eagle Capital Management, LLC

BUY
 -
266
+ 0.16%
$13.6K - $15.4K
162K $11M
Jan 28, 2021 Q4 2020
Legal Advantage Investments, Inc.

BUY
 -
250
New
$12.8K - $14.4K
250 $16.9K
Jan 02, 2024 Q4 2020
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
167
+ 25.3%
$8.56K - $9.64K
827 $56K
Feb 11, 2021 Q4 2020
Northern Trust Corp

Chicago, IL
BUY
 -
139
+ 0.29%
$7.12K - $8.03K
48.4K $3.28M
Feb 04, 2021 Q4 2020
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
131
+ 0.44%
$6.71K - $7.57K
29.7K $2.01M
Feb 08, 2021 Q4 2020
Jacobi Capital Management LLC

BUY
 -
128
+ 21.66%
$6.56K - $7.39K
719 $48.7K
Feb 01, 2021 Q4 2020
Tandem Capital Management Corp

BUY
 -
122
+ 0.69%
$6.25K - $7.05K
17.8K $1.21M
Jan 11, 2021 Q4 2020
Sound Income Strategies, LLC

BUY
 -
102
+ 134.21%
$5.23K - $5.89K
178 $12.1K
Feb 12, 2021 Q4 2020
Lebenthal Global Advisors, LLC

BUY
 -
100
New
$5.12K - $5.78K
100 $6.77K
Feb 17, 2021 Q4 2020
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
93
+ 1.87%
$4.77K - $5.37K
5.08K $344K
Jan 22, 2021 Q4 2020
Hoey Investments, Inc

Coatesville, PA
BUY
 -
90
New
$4.61K - $5.2K
90 $6.1K
Mar 10, 2021 Q4 2020
Soa Wealth Advisors, Llc.

BUY
 -
86
New
$4.41K - $4.97K
86 $5.83K
Feb 12, 2021 Q4 2020
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
80
+ 0.1%
$4.1K - $4.62K
77.1K $5.22M
Jan 27, 2021 Q4 2020
Rpg Investment Advisory, LLC

BUY
 -
76
New
$3.89K - $4.39K
76 $5.15K
Feb 09, 2021 Q4 2020
Ironwood Wealth Management, Inc.

BUY
 -
75
New
$3.84K - $4.33K
75 $5.08K

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