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 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
65.2K+ 190.17% |
$3.98M - $4.4M
|
99.4K
$6.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
4.73K+ 5.82% |
$289K - $320K
|
86.1K
$5.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
3+ 0.05% |
$183 - $203
|
5.94K
$412K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
515+ 6.55% |
$31.4K - $34.8K
|
8.38K
$581K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-342- 4.11% |
$20.9K - $23.1K
|
7.98K
$553K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-579- 5.3% |
$35.3K - $39.1K
|
10.3K
$717K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
310+ 6.0% |
$18.9K - $21K
|
5.48K
$380K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-25- 0.42% |
$1.53K - $1.69K
|
5.95K
$413K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.64K- 34.29% |
$99.8K - $111K
|
3.13K
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-70- 2.77% |
$4.27K - $4.73K
|
2.45K
$170K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-25.9K- 15.24% |
$1.58M - $1.75M
|
144K
$9.98M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
677+ 11.7% |
$41.3K - $45.8K
|
6.46K
$448K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
468New |
$28.6K - $31.6K
|
468
$32.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.5K- 29.69% |
$2.96M - $3.28M
|
115K
$7.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
454+ 3.76% |
$27.7K - $30.7K
|
12.5K
$869K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.7K- 10.3% |
$897K - $993K
|
128K
$8.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-402- 5.82% |
$24.5K - $27.2K
|
6.5K
$451K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
413New |
$25.2K - $27.9K
|
413
$28.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
54New |
$3.3K - $3.65K
|
54
$3.74K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.35K+ 10.47% |
$144K - $159K
|
24.8K
$1.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
13+ 0.1% |
$793 - $879
|
13K
$899K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
180+ 5.24% |
$11K - $12.2K
|
3.62K
$251K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-17.4K- 40.85% |
$1.06M - $1.17M
|
25.1K
$1.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
77New |
$4.7K - $5.2K
|
77
$5.34K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.35% |
$122 - $135
|
580
$40.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
33+ 7.66% |
$2.01K - $2.23K
|
464
$32.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
523New |
$31.9K - $35.3K
|
523
$36.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.35KNew |
$204K - $226K
|
3.35K
$232K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-231- 4.9% |
$14.1K - $15.6K
|
4.49K
$311K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-365- 4.65% |
$22.3K - $24.7K
|
7.49K
$519K
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-559K- 98.58% |
$34.1M - $37.8M
|
8.04K
$557K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.34% |
$366 - $406
|
1.75K
$121K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
531+ 1.72% |
$32.4K - $35.9K
|
31.4K
$2.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-743- 14.22% |
$45.3K - $50.2K
|
4.48K
$311K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-49.2K- 65.4% |
$3M - $3.32M
|
26K
$1.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-3.62K- 40.79% |
$221K - $244K
|
5.25K
$364K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.24K- 30.51% |
$259K - $287K
|
9.66K
$670K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
30+ 0.69% |
$1.83K - $2.03K
|
4.35K
$302K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-754- 20.84% |
$46K - $51K
|
2.86K
$199K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
465+ 4.46% |
$28.4K - $31.4K
|
10.9K
$756K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
276+ 17.17% |
$16.8K - $18.7K
|
1.88K
$131K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-449- 4.23% |
$27.4K - $30.3K
|
10.2K
$704K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.16K+ 34.82% |
$70.9K - $78.5K
|
4.5K
$312K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-460- 4.96% |
$28.1K - $31.1K
|
8.82K
$612K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.8K+ 9.51% |
$903K - $1M
|
170K
$11.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.84K+ 47.96% |
$174K - $192K
|
8.77K
$608K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
162+ 8.0% |
$9.89K - $10.9K
|
2.19K
$152K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
546+ 13.77% |
$33.3K - $36.9K
|
4.51K
$313K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
932+ 1.92% |
$56.9K - $63K
|
49.4K
$3.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-201- 2.6% |
$12.3K - $13.6K
|
7.54K
$523K
|