Heck Capital Advisors, LLC Fidelity Covington Tr Msci Com Transaction History

Heck Capital Advisors, LLC

$1.16 Trillion
Q2 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$54.65 - $61.96 $8,744 - $9,913	160 New	160 $9.39 Million
Q3 2022 May 20, 2025	BUY	$31.28 - $39.59 $1.62 Million - $2.05 Million	51,699 New	51,699 $1.62 Billion
Q3 2022 May 19, 2025	SELL	$31.28 - $39.59 $1.74 Million - $2.2 Million	-55,548 Closed	0 $0
Q2 2022 May 19, 2025	SELL	$34.63 - $46.83 $124,564 - $168,447	-3,597 Reduced 6.08%	55,548 $1.98 Billion
Q1 2022 May 19, 2025	BUY	$41.75 - $51.76 $2.47 Million - $3.06 Million	59,145 New	59,145 $2.69 Billion
Q4 2021 May 19, 2025	BUY	$49.0 - $54.95 $216,678 - $242,988	4,422 Added 7.94%	60,097 $3.09 Billion
Q3 2021 May 19, 2025	BUY	$52.88 - $57.12 $500,244 - $540,355	9,460 Added 20.47%	55,675 $2.97 Billion
Q2 2021 May 19, 2025	SELL	$50.05 - $54.92 $50,600 - $55,524	-1,011 Reduced 2.14%	46,215 $2.52 Billion
Q1 2021 May 19, 2025	BUY	$44.53 - $51.28 $108,029 - $124,405	2,426 Added 5.42%	47,226 $2.33 Billion
Q4 2020 May 19, 2025	SELL	$38.43 - $45.5 $154,642 - $183,092	-4,024 Reduced 8.24%	44,800 $2.04 Billion
Q3 2020 May 19, 2025	BUY	$36.02 - $42.13 $1.76 Million - $2.06 Million	48,824 New	48,824 $1.88 Billion
Q2 2020 May 19, 2025	BUY	$27.52 - $37.21 $381,041 - $515,209	13,846 Added 49.18%	42,000 $1.48 Billion
Q1 2020 May 19, 2025	BUY	$26.24 - $38.29 $738,760 - $1.08 Million	28,154 New	28,154 $817 Million

Others Institutions Holding FCOM

# of Institutions

187

Shares Held

16.2M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

4.42M
Shares

$299 Million
0.05% of portfolio
Harel Insurance Investments & Financial Services Ltd.

2.48M
Shares

$168 Million
1.84% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.87M
Shares

$126 Million
0.47% of portfolio
Northwestern Mutual Wealth Management CO

1.38M
Shares

$93.5 Million
0.07% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

632K
Shares

$42.7 Million
0.2% of portfolio

About FIDELITY COVINGTON TR MSCI COM

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