Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q4 2024. 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 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
548K+ 5780.87% |
$35.5M - $40M
|
557K
$38.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
197KNew |
$12.8M - $14.4M
|
197K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
145KNew |
$9.37M - $10.6M
|
145K
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
135K+ 35.22% |
$8.75M - $9.85M
|
518K
$36M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
124KNew |
$8.05M - $9.07M
|
124K
$8.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
94.9K+ 79.14% |
$6.15M - $6.93M
|
215K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
89.2K+ 17.57% |
$5.79M - $6.52M
|
597K
$41.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
87.1K+ 5.02% |
$5.65M - $6.36M
|
1.82M
$127M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
71.3KNew |
$4.62M - $5.21M
|
71.3K
$4.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
70.7K+ 4.52% |
$4.59M - $5.17M
|
1.63M
$114M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
68.8K+ 36.88% |
$4.46M - $5.02M
|
255K
$17.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
59.7KNew |
$3.87M - $4.36M
|
59.7K
$4.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
45K+ 10.81% |
$2.92M - $3.29M
|
462K
$32.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
38.9KNew |
$2.53M - $2.84M
|
38.9K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29.5K+ 122.25% |
$1.92M - $2.16M
|
53.7K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
29.5K+ 32.71% |
$1.91M - $2.15M
|
120K
$8.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
28.6KNew |
$1.85M - $2.09M
|
28.6K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
28.5KNew |
$1.85M - $2.08M
|
28.5K
$1.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
26.6KNew |
$1.72M - $1.94M
|
26.6K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
26.1K+ 266.88% |
$1.69M - $1.91M
|
35.9K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
25.5K+ 168.72% |
$1.65M - $1.86M
|
40.6K
$2.82M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
25.1K+ 62.43% |
$1.63M - $1.83M
|
65.3K
$4.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.8K+ 9.76% |
$1.55M - $1.74M
|
268K
$18.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21.6KNew |
$1.4M - $1.58M
|
21.6K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
18K+ 7.67% |
$1.17M - $1.32M
|
253K
$17.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
17.9K+ 250.35% |
$1.16M - $1.31M
|
25.1K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.1KNew |
$1.11M - $1.25M
|
17.1K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
14.5KNew |
$941K - $1.06M
|
14.5K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.2KNew |
$855K - $963K
|
13.2K
$916K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5K+ 5.47% |
$811K - $913K
|
241K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.4KNew |
$674K - $759K
|
10.4K
$722K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.1K+ 9.56% |
$657K - $740K
|
116K
$8.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
10.1KNew |
$653K - $735K
|
10.1K
$700K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
9.95K+ 6.5% |
$645K - $727K
|
163K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.66K+ 67.17% |
$562K - $632K
|
21.6K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.41K+ 38.92% |
$546K - $615K
|
30K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
8.14K+ 4.78% |
$528K - $595K
|
179K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
7.8K+ 14.66% |
$506K - $570K
|
61K
$4.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
7.75K+ 27.74% |
$503K - $566K
|
35.7K
$2.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
6.7K+ 4.24% |
$435K - $490K
|
165K
$11.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
6.05KNew |
$393K - $442K
|
6.05K
$421K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.6KNew |
$363K - $409K
|
5.6K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
5.37KNew |
$348K - $392K
|
5.37K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.33K+ 8.43% |
$345K - $389K
|
68.5K
$4.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.28KNew |
$342K - $385K
|
5.28K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.94K+ 2.68% |
$320K - $361K
|
189K
$13.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.79KNew |
$311K - $350K
|
4.79K
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.71K+ 28.94% |
$305K - $344K
|
21K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.18KNew |
$271K - $305K
|
4.18K
$290K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
4.16K+ 122.43% |
$270K - $304K
|
7.57K
$526K
|