Latest Institutional Transactions on Fidelity Covington Tr Msci Hea (FHLC)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Hea (FHLC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.53KNew |
$338K - $374K
|
5.53K
$351K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.06K- 22.85% |
$126K - $140K
|
6.97K
$442K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-125- 48.64% |
$7.63K - $8.45K
|
132
$8.38K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
10+ 0.13% |
$610 - $676
|
7.73K
$491K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.88K+ 5.08% |
$237K - $262K
|
80.3K
$5.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
21.4KNew |
$1.3M - $1.44M
|
21.4K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.3% |
$610 - $676
|
3.39K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
258+ 0.63% |
$15.7K - $17.4K
|
41.2K
$2.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.5K- 2.93% |
$91.2K - $101K
|
49.6K
$3.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-338- 47.01% |
$20.6K - $22.8K
|
381
$24.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.36K- 8.28% |
$144K - $160K
|
26.2K
$1.66M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 20.0% |
$183 - $203
|
18
$1.14K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.36K- 8.66% |
$83.1K - $92.1K
|
14.4K
$911K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.13K- 28.79% |
$313K - $347K
|
12.7K
$805K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-164K- 96.7% |
$10M - $11.1M
|
5.6K
$355K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.37K- 3.93% |
$83.7K - $92.7K
|
33.6K
$2.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
612+ 8.09% |
$37.4K - $41.4K
|
8.18K
$519K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
303+ 0.69% |
$18.5K - $20.5K
|
44.2K
$2.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
169+ 0.7% |
$10.3K - $11.4K
|
24.4K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.29K- 15.1% |
$78.8K - $87.3K
|
7.26K
$461K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-558- 3.82% |
$34.1K - $37.7K
|
14.1K
$892K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1Closed |
$61 - $67.6
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-841- 9.68% |
$51.3K - $56.8K
|
7.85K
$498K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-4.65K- 58.81% |
$284K - $315K
|
3.26K
$207K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-192- 1.81% |
$11.7K - $13K
|
10.4K
$661K
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
1.23K+ 0.74% |
$75.1K - $83.1K
|
167K
$10.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
36+ 0.4% |
$2.2K - $2.43K
|
8.96K
$569K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-98Closed |
$5.98K - $6.62K
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
642New |
$39.2K - $43.4K
|
642
$40.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-990- 1.71% |
$60.4K - $66.9K
|
56.9K
$3.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-155- 2.34% |
$9.46K - $10.5K
|
6.48K
$411K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.51K+ 3.63% |
$153K - $170K
|
71.8K
$4.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
13+ 0.41% |
$793 - $879
|
3.22K
$204K
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
22+ 0.39% |
$1.34K - $1.49K
|
5.6K
$355K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
7.9K+ 4.35% |
$482K - $534K
|
190K
$12M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
5.44K+ 4.28% |
$332K - $368K
|
133K
$8.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
464+ 9.07% |
$28.3K - $31.4K
|
5.58K
$354K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
1.02K+ 3.12% |
$62.2K - $68.9K
|
33.7K
$2.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
457+ 209.63% |
$27.9K - $30.9K
|
675
$42.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
3.49KNew |
$213K - $236K
|
3.49K
$221K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-2.06K- 11.81% |
$126K - $140K
|
15.4K
$978K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11.3K+ 4.35% |
$689K - $763K
|
271K
$17.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.05K+ 52.56% |
$186K - $206K
|
8.85K
$562K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
12.9K+ 4.99% |
$790K - $875K
|
272K
$17.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14- 5.76% |
$854 - $946
|
229
$14.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
316+ 10.01% |
$19.3K - $21.4K
|
3.47K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
27.9K+ 1675.32% |
$1.7M - $1.89M
|
29.6K
$1.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.07K- 10.52% |
$188K - $208K
|
26.1K
$1.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
137+ 0.27% |
$8.36K - $9.26K
|
51K
$3.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-31- 0.36% |
$1.89K - $2.1K
|
8.47K
$538K
|