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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
287New |
$17.7K - $19.2K
|
287
$19.9K
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
138+ 3.17% |
$8.5K - $9.24K
|
4.49K
$311K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
14+ 0.25% |
$862 - $937
|
5.59K
$388K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
943+ 2.8% |
$58.1K - $63.1K
|
34.6K
$2.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.6K- 32.2% |
$160K - $174K
|
5.47K
$379K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-514- 21.06% |
$31.6K - $34.4K
|
1.93K
$134K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.04KNew |
$187K - $203K
|
3.04K
$210K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
10.6K+ 5.42% |
$650K - $707K
|
205K
$14.2M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-2.42K- 8.99% |
$149K - $162K
|
24.5K
$1.7M
|
|
| Q2 2025 | |||||||
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-6- 8.33% |
$366 - $406
|
66
$4.58K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
161New |
$9.83K - $10.9K
|
161
$11.2K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.9K+ 32.52% |
$3.11M - $3.44M
|
207K
$14.4M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.21KNew |
$74K - $82K
|
1.21K
$84.1K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
351+ 20.98% |
$21.4K - $23.7K
|
2.02K
$140K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.97K+ 23.32% |
$242K - $268K
|
21K
$1.46M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.3K- 49.59% |
$263K - $291K
|
4.38K
$303K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-1K- 11.62% |
$61K - $67.6K
|
7.61K
$528K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-234- 1.95% |
$14.3K - $15.8K
|
11.8K
$816K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
54+ 61.36% |
$3.3K - $3.65K
|
142
$9.85K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.02K+ 8.26% |
$61.9K - $68.6K
|
13.3K
$923K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
275New |
$16.8K - $18.6K
|
275
$19.1K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-71- 1.73% |
$4.33K - $4.8K
|
4.02K
$279K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-129- 56.33% |
$7.87K - $8.72K
|
100
$6.93K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-710- 17.38% |
$43.3K - $48K
|
3.38K
$234K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.6K+ 5.01% |
$1.32M - $1.46M
|
452K
$31.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-895- 1.86% |
$54.6K - $60.5K
|
47.3K
$3.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.15K+ 0.94% |
$131K - $145K
|
232K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.08K+ 11.35% |
$66K - $73.1K
|
10.6K
$735K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.32K+ 35.18% |
$80.6K - $89.3K
|
5.08K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.55K- 2.69% |
$156K - $172K
|
92.2K
$6.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45K+ 40.57% |
$2.74M - $3.04M
|
156K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-95K- 49.15% |
$5.8M - $6.42M
|
98.3K
$6.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-14.9K- 17.73% |
$910K - $1.01M
|
69.2K
$4.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.59K- 11.14% |
$280K - $310K
|
36.6K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
715+ 25.18% |
$43.6K - $48.3K
|
3.56K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.41K+ 3.17% |
$86.1K - $95.3K
|
45.8K
$3.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
54+ 0.28% |
$3.3K - $3.65K
|
19.2K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.73K+ 7.03% |
$410K - $455K
|
102K
$7.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.45K- 13.0% |
$150K - $166K
|
16.4K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.11K- 38.0% |
$129K - $142K
|
3.44K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
106K+ 372.03% |
$6.48M - $7.17M
|
135K
$9.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.2K- 8.32% |
$987K - $1.09M
|
178K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
55New |
$3.36K - $3.72K
|
55
$3.81K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.82K+ 14.29% |
$233K - $258K
|
30.6K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
148K+ 3208.7% |
$9.01M - $9.98M
|
152K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-365- 0.55% |
$22.3K - $24.7K
|
66.1K
$4.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.43K+ 11.15% |
$392K - $434K
|
64K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-18- 4.76% |
$1.1K - $1.22K
|
360
$25K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
25New |
$1.53K - $1.69K
|
25
$1.73K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11K+ 3.92% |
$671K - $743K
|
292K
$20.2M
|
|