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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Jan 28, 2025 Q4 2024	D'Orazio & Associates, Inc. Falls Church, VA	BUY	-	12 + 0.38%	$778 - $876	3.16K $201K
Jan 31, 2025 Q4 2024	High Mark Wealth Management LLC	BUY	-	11 + 73.33%	$713 - $803	26 $1.65K
Feb 14, 2025 Q4 2024	Aptus Capital Advisors, LLC	BUY	-	11 + 3.65%	$713 - $803	312 $19.8K
Feb 14, 2025 Q4 2024	Coldstream Capital Management Inc	BUY	-	8 + 0.25%	$519 - $584	3.25K $206K
Feb 26, 2025 Q4 2024	Carolinas Wealth Consulting LLC Charlotte, NC	BUY	-	7 + 0.29%	$454 - $511	2.42K $154K
Jan 08, 2025 Q4 2024	Hilltop Wealth Advisors, LLC	BUY	-	6 + 0.18%	$389 - $438	3.28K $208K
Jan 31, 2025 Q4 2024	Financial Perspectives, Inc Minneapolis, MN	BUY	-	4 + 0.29%	$259 - $292	1.39K $88K
Feb 06, 2025 Q4 2024	Mission Wealth Management, LP	BUY	-	3 + 0.04%	$195 - $219	8.39K $532K
Feb 14, 2025 Q4 2024	Fsa Wealth Management LLC Needham, MA	BUY	-	2 + 0.38%	$130 - $146	526 $33.4K
Feb 14, 2025 Q4 2024	Ancora Advisors, LLC Cleveland, OH	BUY	-	2 + 0.26%	$130 - $146	767 $48.7K
Jan 24, 2025 Q4 2024	Wfa Asset Management Corp Whitefish Bay, WI	BUY	-	2 + 0.34%	$130 - $146	584 $37.1K
Feb 14, 2025 Q4 2024	Whalerock Point Partners, LLC Providence, RI	BUY	-	1 + 0.01%	$64.9 - $73	7.36K $467K
Feb 03, 2025 Q4 2024	Element Wealth, LLC	BUY	-	1 + 0.43%	$64.9 - $73	231 $14.7K
Feb 12, 2025 Q4 2024	Creekmur Asset Management LLC Morton, IL	BUY	-	1 + 0.04%	$64.9 - $73	2.52K $160K
Jan 23, 2025 Q4 2024	Capital Investment Advisory Services, LLC	BUY	-	1 + 0.24%	$64.9 - $73	419 $26.6K
Jan 30, 2025 Q4 2024	Wbh Advisory Inc	BUY	-	1 + 0.02%	$64.9 - $73	5.42K $344K
Feb 14, 2025 Q4 2024	Capital Analysts, LLC Fort Washington, PA	BUY	-	1 New	$64.9 - $73	1 $63.5
Feb 05, 2025 Q4 2024	Halbert Hargrove Global Advisors, LLC	BUY	-	1 New	$64.9 - $73	1 $63.5
Feb 07, 2025 Q4 2024	Farther Finance Advisors, LLC San Francisco, CA	BUY	-	1 + 0.69%	$64.9 - $73	145 $9.2K
Jan 10, 2025 Q4 2024	Wealth Enhancement Advisory Services, LLC	SELL	-	-1 - -0.0%	$64.9 - $73	31.5K $2M
Feb 10, 2025 Q4 2024	Montis Financial, LLC	SELL	-	-1 - 0.03%	$64.9 - $73	3.9K $248K
Jan 28, 2025 Q4 2024	Kestra Private Wealth Services, LLC	SELL	-	-44 - 0.16%	$2.85K - $3.21K	27K $1.71M
Jan 22, 2025 Q4 2024	Cornell Pochily Investment Advisors, Inc.	SELL	-	-51 - 1.49%	$3.31K - $3.73K	3.38K $214K
Apr 01, 2025 Q4 2024	Oliver Lagore Vanvalin Investment Group Flint, MI	SELL	-	-60 - 44.78%	$3.89K - $4.38K	74 $4.7K
Jan 29, 2025 Q4 2024	Beckerman Institutional, LLC Ocean Grove, NJ	SELL	-	-65 - 0.22%	$4.22K - $4.75K	29.4K $1.87M
Jan 13, 2025 Q4 2024	Salem Investment Counselors Inc Winston Salem, NC	SELL	-	-100 - 16.67%	$6.48K - $7.3K	500 $31.7K
Jan 17, 2025 Q4 2024	Dakota Wealth Management	SELL	-	-101 - 0.64%	$6.55K - $7.38K	15.7K $994K
May 28, 2025 Q4 2024	Wealth Management Associates, Inc. Cherry Hill, NJ	SELL	-	-121 - 1.99%	$7.85K - $8.84K	5.95K $378K
Jan 22, 2025 Q4 2024	Patriot Financial Group Insurance Agency, LLC	SELL	-	-125 - 0.3%	$8.11K - $9.13K	41.3K $2.62M
Feb 13, 2025 Q4 2024	Savvy Advisors, Inc. New York, NY	SELL	-	-171 - 2.98%	$11.1K - $12.5K	5.58K $354K
Jan 13, 2025 Q4 2024	Miracle Mile Advisors, LLC	SELL	-	-175 - 1.31%	$11.3K - $12.8K	13.2K $838K
Jan 27, 2025 Q4 2024	Schmidt P J Investment Management Inc Cedarburg, WI	SELL	-	-180 - 3.01%	$11.7K - $13.1K	5.79K $368K
Jan 16, 2025 Q4 2024	Atomi Financial Group, Inc. Irvine, CA	SELL	-	-182 - 1.99%	$11.8K - $13.3K	8.96K $569K
Jan 24, 2025 Q4 2024	Tandem Capital Management Corp	SELL	-	-185 - 1.4%	$12K - $13.5K	13.1K $829K
Feb 14, 2025 Q4 2024	Colonial Trust CO / Sc Spartanburg, SC	SELL	-	-200 - 16.13%	$13K - $14.6K	1.04K $66K
Jan 22, 2025 Q4 2024	Williams & Novak, LLC Westlake Village, CA	SELL	-	-200 - 5.72%	$13K - $14.6K	3.3K $209K
Jan 13, 2025 Q4 2024	Brookstone Capital Management	SELL	-	-207 - 5.13%	$13.4K - $15.1K	3.83K $243K
Feb 10, 2025 Q4 2024	Creative Financial Designs Inc	SELL	-	-234 - 28.06%	$15.2K - $17.1K	600 $38.1K
Feb 13, 2025 Q4 2024	Jaffetilchin Investment Partners, LLC Tampa, FL	SELL	-	-236 - 1.76%	$15.3K - $17.2K	13.2K $836K
Feb 14, 2025 Q4 2024	Trinity Point Wealth, LLC	SELL	-	-239 - 0.61%	$15.5K - $17.5K	38.8K $2.46M
Feb 12, 2025 Q4 2024	Summit Financial, LLC Parsippany, NJ	SELL	-	-246 - 1.77%	$16K - $18K	13.6K $865K
Feb 11, 2025 Q4 2024	Northwestern Mutual Wealth Management CO	SELL	-	-264 - 0.17%	$17.1K - $19.3K	154K $9.76M
Feb 12, 2025 Q4 2024	Blair William & CO Chicago, IL	SELL	-	-285 - 16.44%	$18.5K - $20.8K	1.45K $92K
Jan 29, 2025 Q4 2024	Pathway Financial Advisers, LLC Auburn, IN	SELL	-	-290 - 2.1%	$18.8K - $21.2K	13.5K $858K
Feb 13, 2025 Q4 2024	Per Stirling Capital Management, Llc. Austin, TX	SELL	-	-293 - 5.7%	$19K - $21.4K	4.85K $308K
Jan 21, 2025 Q4 2024	Smith Chas P & Associates Pa Cpas	SELL	-	-310 - 3.38%	$20.1K - $22.6K	8.88K $563K
Jan 28, 2025 Q4 2024	Prairie Wealth Advisors, Inc. Omaha, NE	SELL	-	-315 - 4.9%	$20.4K - $23K	6.12K $388K
Feb 14, 2025 Q4 2024	Royal Bank Of Canada Toronto, A6	SELL	-	-328 - 0.94%	$21.3K - $24K	34.5K $2.19M
Feb 10, 2025 Q4 2024	Founders Financial Securities LLC	SELL	-	-336 - 5.85%	$21.8K - $24.5K	5.41K $343K
Feb 04, 2025 Q4 2024	Ifp Advisors, Inc	SELL	-	-342 - 9.46%	$22.2K - $25K	3.27K $208K

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Hea (FHLC)

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11

8

7

6

4

3

2

2

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1

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-200

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-234

-236

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-293

-310

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-336

-342

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