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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
233+ 342.65% |
$14.6K - $16.1K
|
301
$21K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
196+ 6.3% |
$12.3K - $13.5K
|
3.31K
$230K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
181New |
$11.4K - $12.5K
|
181
$12.6K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
176+ 127.54% |
$11.1K - $12.1K
|
314
$21.9K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
169+ 0.09% |
$10.6K - $11.7K
|
180K
$12.5M
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
166+ 2.57% |
$10.4K - $11.5K
|
6.62K
$461K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
156+ 1.04% |
$9.8K - $10.8K
|
15.1K
$1.05M
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
152+ 1.35% |
$9.55K - $10.5K
|
11.4K
$795K
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
151New |
$9.49K - $10.4K
|
151
$10.5K
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
149+ 4.48% |
$9.36K - $10.3K
|
3.48K
$242K
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
134New |
$8.42K - $9.24K
|
134
$9.33K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
106+ 0.83% |
$6.66K - $7.31K
|
12.9K
$895K
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$6.28K - $6.9K
|
100
$6.96K
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
98New |
$6.16K - $6.76K
|
98
$6.82K
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
90+ 105.88% |
$5.65K - $6.21K
|
175
$12.2K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
89New |
$5.59K - $6.14K
|
89
$6.2K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39+ 0.81% |
$2.45K - $2.69K
|
4.83K
$336K
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
37+ 4.9% |
$2.32K - $2.55K
|
792
$55.1K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
20+ 0.29% |
$1.26K - $1.38K
|
6.88K
$479K
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
17+ 18.89% |
$1.07K - $1.17K
|
107
$7.45K
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
17New |
$1.07K - $1.17K
|
17
$1.18K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
16New |
$1.01K - $1.1K
|
16
$1.11K
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
15+ 0.3% |
$942 - $1.03K
|
5.04K
$351K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11+ 0.17% |
$691 - $759
|
6.53K
$454K
|
|
Jan 19, 2022
Q4 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.13% |
$503 - $552
|
6.04K
$420K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.1% |
$440 - $483
|
7K
$487K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5+ 0.31% |
$314 - $345
|
1.64K
$114K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5+ 0.2% |
$314 - $345
|
2.47K
$172K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4+ 0.09% |
$251 - $276
|
4.28K
$298K
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
4+ 0.06% |
$251 - $276
|
6.77K
$471K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.02% |
$62.8 - $69
|
5.32K
$371K
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.01% |
$62.8 - $69
|
8.83K
$615K
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 1.96% |
$62.8 - $69
|
52
$3.62K
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
1+ 0.03% |
$62.8 - $69
|
3.25K
$226K
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.56% |
$62.8 - $69
|
179
$12.5K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1- 0.02% |
$62.8 - $69
|
4.49K
$313K
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2Closed |
$126 - $138
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8- 1.57% |
$503 - $552
|
503
$35K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-10Closed |
$628 - $690
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-40Closed |
$2.51K - $2.76K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-45- 10.87% |
$2.83K - $3.1K
|
369
$25.7K
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-50- 0.71% |
$3.14K - $3.45K
|
7.01K
$488K
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-57- 1.43% |
$3.58K - $3.93K
|
3.92K
$273K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-65- 1.94% |
$4.08K - $4.48K
|
3.29K
$229K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-75- 0.16% |
$4.71K - $5.17K
|
46.2K
$3.22M
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-76Closed |
$4.78K - $5.24K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-78- 0.42% |
$4.9K - $5.38K
|
18.6K
$1.3M
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-78- 1.94% |
$4.9K - $5.38K
|
3.94K
$274K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-94- 1.4% |
$5.91K - $6.48K
|
6.61K
$460K
|