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 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.84K+ 47.96% |
$174K - $192K
|
8.77K
$557K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-754- 20.84% |
$46K - $51K
|
2.86K
$182K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.16K+ 34.82% |
$70.9K - $78.5K
|
4.5K
$285K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-449- 4.23% |
$27.4K - $30.3K
|
10.2K
$645K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
276+ 17.17% |
$16.8K - $18.7K
|
1.88K
$120K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
465+ 4.46% |
$28.4K - $31.4K
|
10.9K
$692K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-460- 4.96% |
$28.1K - $31.1K
|
8.82K
$560K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
546+ 13.77% |
$33.3K - $36.9K
|
4.51K
$286K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-4.43K- 35.47% |
$271K - $300K
|
8.07K
$512K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
932+ 1.92% |
$56.9K - $63K
|
49.4K
$3.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-201- 2.6% |
$12.3K - $13.6K
|
7.54K
$478K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
162+ 8.0% |
$9.89K - $10.9K
|
2.19K
$139K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.88K+ 5.08% |
$237K - $262K
|
80.3K
$5.1M
|
|
|
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
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.06K- 22.85% |
$126K - $140K
|
6.97K
$442K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.53KNew |
$338K - $374K
|
5.53K
$351K
|
|
|
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
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
632+ 1.41% |
$38.6K - $42.7K
|
45.5K
$2.89M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 20.0% |
$183 - $203
|
18
$1.14K
|
|
|
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
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
21.4KNew |
$1.3M - $1.44M
|
21.4K
$1.36M
|
|
|
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
|
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
|
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
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
612+ 8.09% |
$37.4K - $41.4K
|
8.18K
$519K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1Closed |
$61 - $67.6
|
0
$0
|
|
|
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
|
Essex Financial Services, Inc.
|
SELL
|
- |
-841- 9.68% |
$51.3K - $56.8K
|
7.85K
$498K
|
|
|
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 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
642New |
$39.2K - $43.4K
|
642
$40.8K
|
|
|
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
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.51K+ 3.63% |
$153K - $170K
|
71.8K
$4.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
1.02K+ 3.12% |
$62.2K - $68.9K
|
33.7K
$2.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
464+ 9.07% |
$28.3K - $31.4K
|
5.58K
$354K
|