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 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-362- 3.54% |
$23.5K - $26.4K
|
9.87K
$629K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21.6KNew |
$1.4M - $1.58M
|
21.6K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$64.9 - $73
|
1
$63.7
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.4K+ 67.97% |
$156K - $175K
|
5.93K
$377K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.38K- 12.56% |
$154K - $174K
|
16.6K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-342- 9.46% |
$22.2K - $25K
|
3.27K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.13K+ 99.35% |
$268K - $301K
|
8.28K
$527K
|
|
|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.41% |
$1.04K - $1.17K
|
3.88K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-700- 5.36% |
$45.4K - $51.1K
|
12.4K
$787K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-415- 0.77% |
$26.9K - $30.3K
|
53.5K
$3.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
235+ 3.22% |
$15.2K - $17.2K
|
7.53K
$479K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.43% |
$64.9 - $73
|
231
$14.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1K+ 0.99% |
$64.8K - $73K
|
102K
$6.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
7.75K+ 27.74% |
$503K - $566K
|
35.7K
$2.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.09K- 11.35% |
$525K - $591K
|
63.2K
$4.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
50New |
$3.24K - $3.65K
|
50
$3.18K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
417+ 192.17% |
$27K - $30.5K
|
634
$40.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-475- 2.73% |
$30.8K - $34.7K
|
16.9K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
406New |
$26.3K - $29.7K
|
406
$25.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
4.15K+ 6.07% |
$269K - $303K
|
72.4K
$4.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.6KNew |
$363K - $409K
|
5.6K
$356K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-465- 3.77% |
$30.2K - $34K
|
11.9K
$756K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.17K+ 131.72% |
$75.9K - $85.5K
|
2.06K
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-617- 2.91% |
$40K - $45.1K
|
20.6K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.02% |
$64.9 - $73
|
5.42K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
389+ 1.17% |
$25.2K - $28.4K
|
33.6K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
375New |
$24.3K - $27.4K
|
375
$23.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-290- 2.1% |
$18.8K - $21.2K
|
13.5K
$861K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.19K- 19.39% |
$76.9K - $86.6K
|
4.93K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
978+ 1.15% |
$63.4K - $71.4K
|
85.7K
$5.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-836- 15.26% |
$54.2K - $61.1K
|
4.64K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-150K- 95.03% |
$9.73M - $11M
|
7.85K
$500K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-65- 0.22% |
$4.22K - $4.75K
|
29.4K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
51+ 1.2% |
$3.31K - $3.73K
|
4.31K
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
18K+ 7.67% |
$1.17M - $1.32M
|
253K
$16.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.8KNew |
$247K - $278K
|
3.8K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-44- 0.16% |
$2.85K - $3.21K
|
27K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
625New |
$40.5K - $45.7K
|
625
$39.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
124KNew |
$8.05M - $9.07M
|
124K
$7.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.11K- 2.79% |
$72.2K - $81.4K
|
38.8K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
10.1KNew |
$653K - $735K
|
10.1K
$641K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
145KNew |
$9.37M - $10.6M
|
145K
$9.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
5.37KNew |
$348K - $392K
|
5.37K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1K- 21.29% |
$64.8K - $73K
|
3.7K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
3.66KNew |
$237K - $267K
|
3.66K
$233K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-180- 3.01% |
$11.7K - $13.1K
|
5.79K
$369K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
598+ 0.86% |
$38.8K - $43.7K
|
69.9K
$4.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
12+ 0.33% |
$778 - $876
|
3.66K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14+ 0.39% |
$908 - $1.02K
|
3.64K
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
17New |
$1.1K - $1.24K
|
17
$1.08K
|