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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.32K- 53.19% |
$475K - $535K
|
6.44K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
87+ 1.82% |
$5.64K - $6.35K
|
4.88K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11+ 3.65% |
$713 - $803
|
312
$19.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-328- 0.94% |
$21.3K - $24K
|
34.5K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.12K+ 10.95% |
$202K - $228K
|
31.6K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.8K- 11.1% |
$1.22M - $1.37M
|
150K
$9.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.38% |
$130 - $146
|
526
$33.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
144New |
$9.34K - $10.5K
|
144
$9.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
47New |
$3.05K - $3.43K
|
47
$2.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
45K+ 10.81% |
$2.92M - $3.29M
|
462K
$29.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
244+ 20.12% |
$15.8K - $17.8K
|
1.46K
$92.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
28.5KNew |
$1.85M - $2.08M
|
28.5K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-890- 1.34% |
$57.7K - $65K
|
65.3K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
243+ 2.05% |
$15.8K - $17.7K
|
12.1K
$763K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-236- 1.76% |
$15.3K - $17.2K
|
13.2K
$832K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
55+ 7.86% |
$3.57K - $4.02K
|
755
$47.7K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
588+ 13.47% |
$38.1K - $42.9K
|
4.95K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
269New |
$17.4K - $19.6K
|
269
$17K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.07K- 3.94% |
$329K - $370K
|
124K
$7.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.06K+ 50.64% |
$69K - $77.7K
|
3.17K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-31.4K- 48.94% |
$2.03M - $2.29M
|
32.7K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29.5K+ 122.25% |
$1.92M - $2.16M
|
53.7K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
799+ 17.17% |
$51.8K - $58.4K
|
5.45K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
69New |
$4.47K - $5.04K
|
69
$4.36K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.75K- 4.09% |
$502K - $566K
|
181K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
316+ 4.99% |
$20.5K - $23.1K
|
6.64K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
912+ 54.64% |
$59.1K - $66.6K
|
2.58K
$163K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-7.14K- 2.78% |
$463K - $521K
|
249K
$15.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-293- 5.7% |
$19K - $21.4K
|
4.85K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
708+ 0.73% |
$45.9K - $51.7K
|
97.9K
$6.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.79K- 10.79% |
$246K - $277K
|
31.3K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.55K+ 188.74% |
$230K - $260K
|
5.44K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
911+ 8.42% |
$59.1K - $66.5K
|
11.7K
$741K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.38K- 12.96% |
$544K - $612K
|
56.3K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-463- 10.04% |
$30K - $33.8K
|
4.15K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.98K- 5.84% |
$453K - $510K
|
113K
$7.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-171- 2.98% |
$11.1K - $12.5K
|
5.58K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
407+ 4.86% |
$26.4K - $29.7K
|
8.78K
$555K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
261+ 0.52% |
$16.9K - $19.1K
|
50K
$3.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
26.1K+ 266.88% |
$1.69M - $1.91M
|
35.9K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.61K- 1.01% |
$169K - $191K
|
256K
$16.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.66K+ 67.17% |
$562K - $632K
|
21.6K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-285- 16.44% |
$18.5K - $20.8K
|
1.45K
$91.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.1K+ 9.56% |
$657K - $740K
|
116K
$7.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
61New |
$3.96K - $4.46K
|
61
$3.86K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
499+ 32.57% |
$32.4K - $36.4K
|
2.03K
$128K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-16.8K- 84.14% |
$1.09M - $1.23M
|
3.17K
$200K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-223K- 73.58% |
$14.4M - $16.3M
|
79.9K
$5.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.8K+ 9.76% |
$1.55M - $1.74M
|
268K
$16.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17+ 0.22% |
$1.1K - $1.24K
|
7.79K
$492K
|