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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
4.15K+ 6.07% |
$269K - $303K
|
72.4K
$5.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.13K+ 99.35% |
$268K - $301K
|
8.28K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
4.06KNew |
$263K - $296K
|
4.06K
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.8KNew |
$247K - $278K
|
3.8K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.74KNew |
$243K - $273K
|
3.74K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.66K+ 8.36% |
$238K - $268K
|
47.5K
$3.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
3.66KNew |
$237K - $267K
|
3.66K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.63K+ 4.11% |
$235K - $265K
|
91.8K
$6.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.55K+ 188.74% |
$230K - $260K
|
5.44K
$377K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
3.33KNew |
$216K - $244K
|
3.33K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.31K+ 0.64% |
$215K - $242K
|
523K
$36.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.23KNew |
$210K - $236K
|
3.23K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
3.2KNew |
$208K - $234K
|
3.2K
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.18K+ 6.82% |
$206K - $232K
|
49.8K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.12K+ 10.95% |
$202K - $228K
|
31.6K
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.07KNew |
$199K - $224K
|
3.07K
$213K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.4K+ 67.97% |
$156K - $175K
|
5.93K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.97K+ 123.34% |
$127K - $144K
|
3.56K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.95K+ 5.97% |
$127K - $143K
|
34.7K
$2.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.7K+ 33.78% |
$110K - $124K
|
6.73K
$467K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.57K+ 3.3% |
$102K - $114K
|
49K
$3.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.44K+ 5.3% |
$93.4K - $105K
|
28.6K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
1.42K+ 1.46% |
$92.3K - $104K
|
98.7K
$6.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.27K+ 169.29% |
$82.2K - $92.6K
|
2.02K
$140K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.17K+ 131.72% |
$75.9K - $85.5K
|
2.06K
$143K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.1K+ 33.27% |
$71.3K - $80.3K
|
4.41K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
1.07K+ 0.63% |
$69.5K - $78.3K
|
170K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.06K+ 50.64% |
$69K - $77.7K
|
3.17K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.03K+ 16.34% |
$66.5K - $74.9K
|
7.3K
$506K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.01KNew |
$65.7K - $74K
|
1.01K
$70.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.01K+ 21.07% |
$65.2K - $73.5K
|
5.78K
$401K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1K+ 0.99% |
$64.8K - $73K
|
102K
$7.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
978+ 1.15% |
$63.4K - $71.4K
|
85.7K
$5.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
912+ 54.64% |
$59.1K - $66.6K
|
2.58K
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
911+ 8.42% |
$59.1K - $66.5K
|
11.7K
$813K
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
836+ 24.59% |
$54.2K - $61.1K
|
4.24K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
799+ 17.17% |
$51.8K - $58.4K
|
5.45K
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
799+ 12.41% |
$51.8K - $58.4K
|
7.24K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
708+ 0.73% |
$45.9K - $51.7K
|
97.9K
$6.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
675New |
$43.8K - $49.3K
|
675
$46.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
625New |
$40.5K - $45.7K
|
625
$43.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
622+ 207.33% |
$40.3K - $45.4K
|
922
$64K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
598+ 0.86% |
$38.8K - $43.7K
|
69.9K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
588+ 13.47% |
$38.1K - $42.9K
|
4.95K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
585+ 74.62% |
$37.9K - $42.7K
|
1.37K
$95K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
576+ 11.57% |
$37.4K - $42.1K
|
5.55K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
523+ 19.19% |
$33.9K - $38.2K
|
3.25K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
499+ 32.57% |
$32.4K - $36.4K
|
2.03K
$141K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
452+ 141.69% |
$29.3K - $33K
|
771
$53.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
417+ 192.17% |
$27K - $30.5K
|
634
$44K
|