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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.83K- 3.65% |
$120K - $129K
|
48.2K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
378New |
$24.7K - $26.7K
|
378
$24K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.79KNew |
$313K - $338K
|
4.79K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
16+ 0.37% |
$1.05K - $1.13K
|
4.32K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-31.8K- 32.35% |
$2.08M - $2.25M
|
66.5K
$4.22M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10- 3.21% |
$654 - $706
|
302
$19.2K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
83.1K+ 42.08% |
$5.44M - $5.87M
|
281K
$17.8M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.34K+ 3.41% |
$153K - $165K
|
70.9K
$4.5M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-17.1K- 6.69% |
$1.12M - $1.21M
|
239K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
330New |
$21.6K - $23.3K
|
330
$20.9K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-79- 1.46% |
$5.17K - $5.58K
|
5.33K
$338K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
343+ 0.3% |
$22.4K - $24.2K
|
116K
$7.39M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
736+ 13.2% |
$48.2K - $52K
|
6.31K
$401K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
24.2K+ 732.18% |
$1.58M - $1.71M
|
27.5K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-85- 29.82% |
$5.56K - $6K
|
200
$12.7K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.9K- 5.3% |
$124K - $134K
|
34K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.78K- 1.95% |
$182K - $196K
|
139K
$8.85M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.59K- 15.49% |
$431K - $466K
|
35.9K
$2.28M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.8K+ 228.95% |
$4.11M - $4.44M
|
90.2K
$5.73M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
868New |
$56.8K - $61.3K
|
868
$55.1K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.63KNew |
$237K - $256K
|
3.63K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-8.73K- 1.46% |
$571K - $617K
|
588K
$37.4M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
843+ 7.09% |
$55.2K - $59.5K
|
12.7K
$809K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.67K+ 109.58% |
$109K - $118K
|
3.19K
$203K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.1K+ 5.36% |
$1.84M - $1.98M
|
551K
$35M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.12K- 59.61% |
$139K - $150K
|
1.44K
$91.3K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.1K+ 19.09% |
$789K - $852K
|
75.2K
$4.77M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
103K+ 1276.48% |
$6.72M - $7.26M
|
111K
$7.03M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
78.9KNew |
$5.16M - $5.57M
|
78.9K
$5.01M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
42.4K+ 2.59% |
$2.77M - $2.99M
|
1.68M
$106M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.21K+ 115.81% |
$276K - $298K
|
7.85K
$498K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-479- 8.84% |
$31.3K - $33.8K
|
4.94K
$314K
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
141KNew |
$9.21M - $9.94M
|
141K
$8.93M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
186+ 2.29% |
$12.2K - $13.1K
|
8.32K
$528K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-28.2K- 72.64% |
$1.84M - $1.99M
|
10.6K
$674K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.64K+ 52.19% |
$107K - $115K
|
4.77K
$303K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
173New |
$11.3K - $12.2K
|
173
$11K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.09K- 14.16% |
$333K - $359K
|
30.8K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
618+ 19.7% |
$40.4K - $43.7K
|
3.76K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.52K- 11.26% |
$99.7K - $108K
|
12K
$762K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.5K+ 9.55% |
$3.24M - $3.49M
|
567K
$36M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.05KNew |
$265K - $286K
|
4.05K
$257K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
229New |
$15K - $16.2K
|
229
$14.5K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
71+ 1.77% |
$4.65K - $5.02K
|
4.09K
$260K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.51K+ 7.19% |
$98.6K - $106K
|
22.5K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-1.25K- 4.37% |
$81.5K - $87.9K
|
27.2K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10.7K+ 8.62% |
$697K - $753K
|
134K
$8.52M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
699+ 19.11% |
$45.7K - $49.4K
|
4.36K
$277K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-36- 0.25% |
$2.36K - $2.54K
|
14.1K
$895K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.1K+ 2.81% |
$334K - $361K
|
187K
$11.8M
|