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 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-782- 3.39% |
$50.7K - $57.1K
|
22.3K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-798- 6.69% |
$51.8K - $58.3K
|
11.1K
$772K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-808- 9.26% |
$52.4K - $59K
|
7.92K
$549K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-834- 3.61% |
$54.1K - $60.9K
|
22.2K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-836- 15.26% |
$54.2K - $61.1K
|
4.64K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-890- 1.34% |
$57.7K - $65K
|
65.3K
$4.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1K- 21.29% |
$64.8K - $73K
|
3.7K
$256K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.1K- 6.38% |
$71.6K - $80.6K
|
16.2K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.11K- 2.79% |
$72.2K - $81.4K
|
38.8K
$2.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.12K- 26.24% |
$72.4K - $81.5K
|
3.14K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.19K- 19.39% |
$76.9K - $86.6K
|
4.93K
$342K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.36K- 30.21% |
$87.9K - $99K
|
3.13K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.36K- 19.93% |
$88.1K - $99.2K
|
5.46K
$378K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.39K- 20.39% |
$89.8K - $101K
|
5.41K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.39K- 24.87% |
$90.1K - $102K
|
4.2K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.51K- 2.5% |
$98K - $110K
|
58.9K
$4.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.57K- 8.45% |
$102K - $115K
|
17K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.93K- 9.15% |
$125K - $141K
|
19.2K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.1K- 4.6% |
$136K - $154K
|
43.6K
$3.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.21K- 21.37% |
$143K - $162K
|
8.14K
$565K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.38K- 12.56% |
$154K - $174K
|
16.6K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.43K- 17.6% |
$158K - $177K
|
11.4K
$789K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.61K- 1.01% |
$169K - $191K
|
256K
$17.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.2K- 6.99% |
$207K - $234K
|
42.5K
$2.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.3K- 21.71% |
$214K - $241K
|
11.9K
$825K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.61K- 9.14% |
$234K - $264K
|
35.9K
$2.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.66K- 23.88% |
$237K - $267K
|
11.7K
$809K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.79K- 10.79% |
$246K - $277K
|
31.3K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.06K- 4.9% |
$328K - $369K
|
98.3K
$6.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.07K- 3.94% |
$329K - $370K
|
124K
$8.57M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-5.58K- 95.14% |
$362K - $408K
|
285
$19.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6.03K- 38.64% |
$391K - $441K
|
9.58K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.19K- 4.49% |
$401K - $452K
|
132K
$9.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-6.59K- 23.32% |
$427K - $481K
|
21.7K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.98K- 5.84% |
$453K - $510K
|
113K
$7.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-7.14K- 2.78% |
$463K - $521K
|
249K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.32K- 53.19% |
$475K - $535K
|
6.44K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.75K- 4.09% |
$502K - $566K
|
181K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.09K- 11.35% |
$525K - $591K
|
63.2K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.38K- 12.96% |
$544K - $612K
|
56.3K
$3.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.7K- 50.32% |
$886K - $998K
|
13.5K
$936K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.5K- 99.94% |
$940K - $1.06M
|
9
$624
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-14.7K- 9.39% |
$956K - $1.08M
|
142K
$9.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-14.9K- 15.03% |
$966K - $1.09M
|
84.2K
$5.84M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-15.9K- 77.92% |
$1.03M - $1.16M
|
4.51K
$313K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-16.8K- 84.14% |
$1.09M - $1.23M
|
3.17K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-17.6K- 66.33% |
$1.14M - $1.29M
|
8.94K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.8K- 11.1% |
$1.22M - $1.37M
|
150K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-19.2K- 85.32% |
$1.24M - $1.4M
|
3.3K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.8K- 84.67% |
$1.35M - $1.52M
|
3.77K
$262K
|