Purchases and Sales Made in Q4 2021 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
251K+ 385.59% |
$15.8M - $17.3M
|
316K
$22M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
160K+ 14.45% |
$10.1M - $11.1M
|
1.27M
$88.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
147KNew |
$9.26M - $10.2M
|
147K
$10.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
125KNew |
$7.84M - $8.61M
|
125K
$8.69M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
60.8KNew |
$3.82M - $4.2M
|
60.8K
$4.24M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
53.1KNew |
$3.33M - $3.66M
|
53.1K
$3.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
50.3KNew |
$3.16M - $3.47M
|
50.3K
$3.5M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.7KNew |
$2.37M - $2.6M
|
37.7K
$2.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.8KNew |
$2.19M - $2.4M
|
34.8K
$2.43M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
34.6K+ 5.01% |
$2.18M - $2.39M
|
726K
$50.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
33.3K+ 240.95% |
$2.09M - $2.3M
|
47.1K
$3.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31.7K+ 18.99% |
$1.99M - $2.19M
|
199K
$13.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
29.4KNew |
$1.85M - $2.03M
|
29.4K
$2.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29K+ 55.55% |
$1.82M - $2M
|
81.3K
$5.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29KNew |
$1.82M - $2M
|
29K
$2.02M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27.1KNew |
$1.71M - $1.87M
|
27.1K
$1.89M
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
23.8KNew |
$1.49M - $1.64M
|
23.8K
$1.66M
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
20.6K+ 29.42% |
$1.29M - $1.42M
|
90.6K
$6.31M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18.9K+ 11.31% |
$1.19M - $1.31M
|
186K
$13M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.9K+ 6.2% |
$1.19M - $1.3M
|
323K
$22.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
17.1KNew |
$1.07M - $1.18M
|
17.1K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.3K+ 9.07% |
$1.02M - $1.12M
|
195K
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16K+ 141.26% |
$1M - $1.1M
|
27.3K
$1.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
15.5K+ 37.19% |
$973K - $1.07M
|
57.1K
$3.98M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 438.71% |
$743K - $816K
|
14.5K
$1.01M
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
11.5K+ 141.84% |
$725K - $796K
|
19.7K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
10.6K+ 1.83% |
$664K - $728K
|
587K
$40.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
10.4K+ 4.96% |
$654K - $718K
|
220K
$15.3M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.96KNew |
$563K - $618K
|
8.96K
$624K
|
|
|
Feb 07, 2022
Q4 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
8.82K+ 72.03% |
$554K - $609K
|
21.1K
$1.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
8.49KNew |
$534K - $586K
|
8.49K
$591K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
8.27K+ 70.55% |
$520K - $571K
|
20K
$1.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
8.24K+ 7.28% |
$518K - $569K
|
121K
$8.46M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
8.08KNew |
$507K - $557K
|
8.08K
$562K
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
7.95KNew |
$499K - $548K
|
7.95K
$553K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.83KNew |
$492K - $540K
|
7.83K
$545K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
7.62K+ 15.21% |
$479K - $526K
|
57.7K
$4.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Wulff, Hansen & Co.
|
BUY
|
- |
7.61KNew |
$478K - $525K
|
7.61K
$530K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.55K+ 14.55% |
$474K - $521K
|
59.5K
$4.14M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.17KNew |
$450K - $495K
|
7.17K
$499K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
7.11KNew |
$447K - $491K
|
7.11K
$495K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.94KNew |
$436K - $479K
|
6.94K
$483K
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
BUY
|
- |
6.88KNew |
$433K - $475K
|
6.88K
$479K
|
|
|
Jan 12, 2022
Q4 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
6.72K+ 4.01% |
$422K - $463K
|
174K
$12.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
5.18KNew |
$325K - $357K
|
5.18K
$360K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.05KNew |
$317K - $348K
|
5.05K
$352K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.92K+ 72.28% |
$309K - $339K
|
11.7K
$817K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.47K+ 4.41% |
$281K - $308K
|
106K
$7.37M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.27K+ 7.21% |
$268K - $294K
|
63.5K
$4.42M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.71KNew |
$233K - $256K
|
3.71K
$258K
|