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 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.38% |
$130 - $146
|
526
$36.5K
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.34% |
$130 - $146
|
584
$40.5K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$64.9 - $73
|
1
$69.4
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.02% |
$64.9 - $73
|
5.42K
$376K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.24% |
$64.9 - $73
|
419
$29.1K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.04% |
$64.9 - $73
|
2.52K
$175K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1New |
$64.9 - $73
|
1
$69.4
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.01% |
$64.9 - $73
|
7.36K
$511K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.43% |
$64.9 - $73
|
231
$16K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.69% |
$64.9 - $73
|
145
$10.1K
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-1- 0.03% |
$64.9 - $73
|
3.9K
$271K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$64.9 - $73
|
31.5K
$2.19M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-44- 0.16% |
$2.85K - $3.21K
|
27K
$1.87M
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-51- 1.49% |
$3.31K - $3.73K
|
3.38K
$234K
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-65- 0.22% |
$4.22K - $4.75K
|
29.4K
$2.04M
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 16.67% |
$6.48K - $7.3K
|
500
$34.7K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-101- 0.64% |
$6.55K - $7.38K
|
15.7K
$1.09M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-125- 0.3% |
$8.11K - $9.13K
|
41.3K
$2.86M
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-171- 2.98% |
$11.1K - $12.5K
|
5.58K
$387K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-175- 1.31% |
$11.3K - $12.8K
|
13.2K
$916K
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-180- 3.01% |
$11.7K - $13.1K
|
5.79K
$402K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-182- 1.99% |
$11.8K - $13.3K
|
8.96K
$621K
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-185- 1.4% |
$12K - $13.5K
|
13.1K
$906K
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-200- 5.72% |
$13K - $14.6K
|
3.3K
$229K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-200- 16.13% |
$13K - $14.6K
|
1.04K
$72.2K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-207- 5.13% |
$13.4K - $15.1K
|
3.83K
$266K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-234- 28.06% |
$15.2K - $17.1K
|
600
$41.6K
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-236- 1.76% |
$15.3K - $17.2K
|
13.2K
$913K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-239- 0.61% |
$15.5K - $17.5K
|
38.8K
$2.69M
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-246- 1.77% |
$16K - $18K
|
13.6K
$946K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-264- 0.17% |
$17.1K - $19.3K
|
154K
$10.7M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-285- 16.44% |
$18.5K - $20.8K
|
1.45K
$101K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-290- 2.1% |
$18.8K - $21.2K
|
13.5K
$938K
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-293- 5.7% |
$19K - $21.4K
|
4.85K
$337K
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-310- 3.38% |
$20.1K - $22.6K
|
8.88K
$616K
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-315- 4.9% |
$20.4K - $23K
|
6.12K
$424K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-328- 0.94% |
$21.3K - $24K
|
34.5K
$2.4M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-336- 5.85% |
$21.8K - $24.5K
|
5.41K
$375K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-342- 9.46% |
$22.2K - $25K
|
3.27K
$227K
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-362- 3.54% |
$23.5K - $26.4K
|
9.87K
$685K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-406- 0.94% |
$26.3K - $29.7K
|
42.7K
$2.96M
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-415- 0.77% |
$26.9K - $30.3K
|
53.5K
$3.71M
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-463- 10.04% |
$30K - $33.8K
|
4.15K
$288K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-465- 3.77% |
$30.2K - $34K
|
11.9K
$824K
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-469- 5.21% |
$30.4K - $34.3K
|
8.54K
$592K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-475- 2.73% |
$30.8K - $34.7K
|
16.9K
$1.18M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-617- 2.91% |
$40K - $45.1K
|
20.6K
$1.43M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-635- 4.3% |
$41.2K - $46.4K
|
14.1K
$980K
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-700- 5.36% |
$45.4K - $51.1K
|
12.4K
$857K
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-770- 7.28% |
$49.9K - $56.2K
|
9.8K
$680K
|