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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.33% |
$61 - $67.6
|
303
$21K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.7K- 63.4% |
$772K - $855K
|
7.31K
$507K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-65K- 72.06% |
$3.97M - $4.39M
|
25.2K
$1.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.67K+ 1191.96% |
$163K - $180K
|
2.89K
$201K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.29K- 9.85% |
$201K - $222K
|
30.1K
$2.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.1K+ 48.75% |
$615K - $681K
|
30.7K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1KNew |
$61.3K - $67.9K
|
1K
$69.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
29+ 0.39% |
$1.77K - $1.96K
|
7.56K
$524K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.44K+ 11.32% |
$88K - $97.5K
|
14.2K
$983K
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-11.2K- 35.15% |
$683K - $757K
|
20.7K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
600New |
$36.6K - $40.6K
|
600
$41.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-95- 2.97% |
$5.8K - $6.42K
|
3.1K
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
17+ 0.42% |
$1.04K - $1.15K
|
4.09K
$284K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
801+ 0.83% |
$48.9K - $54.1K
|
97.3K
$6.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-120K- 85.3% |
$7.32M - $8.11M
|
20.7K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.97K- 21.06% |
$181K - $201K
|
11.1K
$771K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.1K- 8.61% |
$981K - $1.09M
|
171K
$11.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-47.6K- 50.04% |
$2.9M - $3.21M
|
47.5K
$3.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9+ 0.18% |
$549 - $608
|
4.89K
$339K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
400New |
$24.4K - $27K
|
400
$27.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-866- 1.07% |
$52.9K - $58.5K
|
80.1K
$5.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-357- 9.72% |
$21.8K - $24.1K
|
3.31K
$230K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-15.4K- 11.06% |
$941K - $1.04M
|
124K
$8.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
51+ 0.88% |
$3.11K - $3.45K
|
5.82K
$404K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
586+ 2.18% |
$35.8K - $39.6K
|
27.4K
$1.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-478- 4.06% |
$29.2K - $32.3K
|
11.3K
$783K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.97K+ 26.32% |
$242K - $268K
|
19.1K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-97- 4.68% |
$5.92K - $6.56K
|
1.98K
$137K
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
6.95KNew |
$424K - $470K
|
6.95K
$482K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
905+ 3.54% |
$55.2K - $61.2K
|
26.4K
$1.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
682New |
$41.6K - $46.1K
|
682
$47.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-210- 4.55% |
$12.8K - $14.2K
|
4.41K
$306K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59.8K- 10.84% |
$3.65M - $4.04M
|
492K
$34.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-427- 8.01% |
$26.1K - $28.9K
|
4.9K
$340K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-619- 71.31% |
$37.8K - $41.8K
|
249
$17.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.11K+ 3.89% |
$129K - $142K
|
56.3K
$3.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
35+ 0.66% |
$2.14K - $2.37K
|
5.38K
$373K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-48.5K- 20.31% |
$2.96M - $3.28M
|
190K
$13.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
168K+ 28.54% |
$10.3M - $11.4M
|
756K
$52.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
15.5K+ 11.54% |
$945K - $1.05M
|
150K
$10.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2.11K- 69.4% |
$129K - $143K
|
931
$64.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
4.36KNew |
$266K - $295K
|
4.36K
$302K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.5% |
$61 - $67.6
|
200
$13.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.95K- 4.79% |
$241K - $267K
|
78.6K
$5.45M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
480+ 13.23% |
$29.3K - $32.4K
|
4.11K
$285K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
20.3K+ 241.6% |
$1.24M - $1.37M
|
28.7K
$1.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1+ 0.06% |
$61 - $67.6
|
1.6K
$111K
|
|
|
Aug 05, 2025
Q2 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.36% |
$854 - $946
|
3.91K
$271K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
270+ 0.83% |
$16.5K - $18.2K
|
32.8K
$2.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 0.92% |
$61 - $67.6
|
108
$7.49K
|