Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q4 2022. 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 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
386K+ 592.61% |
$22.3M - $25.5M
|
451K
$30.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
225K+ 53.38% |
$13M - $14.9M
|
647K
$44.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
154KNew |
$8.88M - $10.1M
|
154K
$10.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
143K+ 50.57% |
$8.27M - $9.45M
|
426K
$29.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
128K+ 15.86% |
$7.4M - $8.45M
|
935K
$64.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
114K+ 45.58% |
$6.58M - $7.51M
|
363K
$24.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
104KNew |
$6M - $6.85M
|
104K
$7.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
91.9K+ 731.69% |
$5.31M - $6.06M
|
104K
$7.16M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90.6K+ 56.11% |
$5.23M - $5.98M
|
252K
$17.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
61.7K+ 1227.86% |
$3.57M - $4.08M
|
66.8K
$4.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.6K+ 17.92% |
$3.22M - $3.67M
|
366K
$25.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
53.2K+ 60.24% |
$3.08M - $3.51M
|
142K
$9.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
48.3KNew |
$2.79M - $3.19M
|
48.3K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
47.3K+ 3.45% |
$2.73M - $3.12M
|
1.42M
$97.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46.5K+ 65.98% |
$2.69M - $3.07M
|
117K
$8.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.6KNew |
$2.46M - $2.81M
|
42.6K
$2.92M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41.7K+ 80278.85% |
$2.41M - $2.76M
|
41.8K
$2.86M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
41.2K+ 8.94% |
$2.38M - $2.72M
|
502K
$34.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
41KNew |
$2.37M - $2.71M
|
41K
$2.81M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
39.5KNew |
$2.28M - $2.61M
|
39.5K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.5KNew |
$2.22M - $2.54M
|
38.5K
$2.64M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
34.5K+ 120.55% |
$1.99M - $2.28M
|
63.1K
$4.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.8K+ 62.13% |
$1.96M - $2.23M
|
88.3K
$6.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
32.7K+ 307.18% |
$1.89M - $2.16M
|
43.4K
$2.97M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
BUY
|
- |
29KNew |
$1.67M - $1.91M
|
29K
$1.98M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
27.4KNew |
$1.59M - $1.81M
|
27.4K
$1.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.1K+ 17.18% |
$1.57M - $1.79M
|
185K
$12.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.3K+ 26.77% |
$1.41M - $1.61M
|
115K
$7.9M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24K+ 26.25% |
$1.38M - $1.58M
|
115K
$7.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23K+ 77.44% |
$1.33M - $1.52M
|
52.7K
$3.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.3K+ 63.87% |
$1M - $1.14M
|
44.4K
$3.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.6K+ 9.72% |
$902K - $1.03M
|
176K
$12.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
13.8K+ 190.01% |
$796K - $909K
|
21K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
13.7KNew |
$792K - $904K
|
13.7K
$939K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.2K+ 26.48% |
$764K - $873K
|
63.2K
$4.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
13.1K+ 10.73% |
$755K - $863K
|
135K
$9.24M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.7K+ 19.79% |
$736K - $841K
|
77.1K
$5.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.7KNew |
$676K - $772K
|
11.7K
$802K
|
|
|
Jan 30, 2023
Q4 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
11.2K+ 26.56% |
$646K - $737K
|
53.2K
$3.65M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
10.2KNew |
$588K - $672K
|
10.2K
$697K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.99K+ 4.48% |
$578K - $660K
|
233K
$16M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9.8KNew |
$567K - $647K
|
9.8K
$672K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.77KNew |
$565K - $645K
|
9.77K
$669K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
8.91KNew |
$515K - $588K
|
8.91K
$610K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.86K+ 75.37% |
$454K - $519K
|
18.3K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
7.05K+ 6.85% |
$408K - $466K
|
110K
$7.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.73K+ 0.17% |
$389K - $444K
|
4.05M
$277M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.64KNew |
$384K - $439K
|
6.64K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.43KNew |
$371K - $424K
|
6.43K
$441K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.85K+ 1.42% |
$338K - $386K
|
419K
$28.7M
|