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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.76KNew |
$333K - $381K
|
5.76K
$395K
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
5.5K+ 4.61% |
$318K - $363K
|
125K
$8.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.21K+ 43.28% |
$301K - $344K
|
17.2K
$1.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.12K+ 99.49% |
$296K - $338K
|
10.3K
$703K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
4.96K+ 6.92% |
$287K - $328K
|
76.6K
$5.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.95KNew |
$286K - $327K
|
4.95K
$339K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.81KNew |
$278K - $317K
|
4.81K
$330K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.65K+ 6.21% |
$269K - $307K
|
79.5K
$5.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.57KNew |
$264K - $302K
|
4.57K
$313K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.11K+ 2.5% |
$237K - $271K
|
168K
$11.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
3.97KNew |
$230K - $262K
|
3.97K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.89KNew |
$225K - $257K
|
3.89K
$266K
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.64KNew |
$210K - $240K
|
3.64K
$249K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.62K+ 3.24% |
$209K - $239K
|
115K
$7.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.52K+ 100.0% |
$204K - $233K
|
7.04K
$483K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.4K+ 2.98% |
$197K - $225K
|
118K
$8.07M
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.39KNew |
$196K - $224K
|
3.39K
$232K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.29KNew |
$190K - $217K
|
3.29K
$226K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
3.22K+ 2.04% |
$186K - $213K
|
161K
$11.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.2K+ 0.81% |
$185K - $211K
|
400K
$27.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.17KNew |
$183K - $209K
|
3.17K
$217K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.17K+ 98.69% |
$183K - $209K
|
6.39K
$438K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3.17K+ 4.29% |
$183K - $209K
|
76.9K
$5.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.16KNew |
$183K - $208K
|
3.16K
$216K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.98K+ 29.41% |
$172K - $197K
|
13.1K
$898K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.67K+ 4.12% |
$154K - $176K
|
67.4K
$4.62M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.48K+ 6.42% |
$143K - $164K
|
41.1K
$2.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.43K+ 0.64% |
$140K - $160K
|
381K
$26.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.26KNew |
$131K - $149K
|
2.26K
$155K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
2.21K+ 26.09% |
$128K - $146K
|
10.7K
$731K
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.02K+ 5.02% |
$117K - $133K
|
42.2K
$2.89M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.98KNew |
$114K - $131K
|
1.98K
$136K
|
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.88K+ 5.13% |
$109K - $124K
|
38.5K
$2.64M
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.66K+ 2.26% |
$96.1K - $110K
|
75.2K
$5.16M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.66KNew |
$95.7K - $109K
|
1.66K
$113K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.34K+ 1.82% |
$77.5K - $88.5K
|
74.9K
$5.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
1.27K+ 9.47% |
$73.5K - $84K
|
14.7K
$1.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.22K+ 4.93% |
$70.4K - $80.4K
|
25.9K
$1.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.2K+ 1.09% |
$69.4K - $79.2K
|
111K
$7.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
1.13K+ 4.44% |
$65K - $74.3K
|
26.4K
$1.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.04K+ 2.57% |
$59.8K - $68.3K
|
41.4K
$2.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.02KNew |
$59K - $67.4K
|
1.02K
$70K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1K+ 1250.0% |
$57.8K - $66K
|
1.08K
$74K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
955+ 15.69% |
$55.2K - $63K
|
7.04K
$483K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
911+ 16.33% |
$52.7K - $60.1K
|
6.49K
$445K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
900New |
$52K - $59.4K
|
900
$61.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
897+ 1.72% |
$51.8K - $59.2K
|
53K
$3.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
875+ 12.68% |
$50.6K - $57.8K
|
7.78K
$533K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
846New |
$48.9K - $55.9K
|
846
$58K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
793New |
$45.8K - $52.4K
|
793
$54.4K
|