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 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.01K+ 17.77% |
$197K - $213K
|
20K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
37.2KNew |
$2.44M - $2.63M
|
37.2K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.16K+ 10.74% |
$207K - $223K
|
32.6K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-110- 0.41% |
$7.2K - $7.77K
|
26.9K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-22.6K- 67.44% |
$1.48M - $1.6M
|
10.9K
$693K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
345+ 10.54% |
$22.6K - $24.4K
|
3.62K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-100- 0.84% |
$6.54K - $7.06K
|
11.8K
$747K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
141+ 4.4% |
$9.23K - $9.96K
|
3.35K
$212K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.72K+ 5.14% |
$309K - $333K
|
96.5K
$6.13M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
72New |
$4.71K - $5.09K
|
72
$4.57K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.39KNew |
$287K - $310K
|
4.39K
$279K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
92+ 2.36% |
$6.02K - $6.5K
|
3.99K
$253K
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
407+ 7.58% |
$26.6K - $28.8K
|
5.77K
$366K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.04% |
$65.4 - $70.6
|
2.52K
$160K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-135- 0.16% |
$8.83K - $9.54K
|
85.5K
$5.43M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
41.8K+ 1132.78% |
$2.74M - $2.95M
|
45.5K
$2.89M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
76New |
$4.97K - $5.37K
|
76
$4.82K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
587+ 7.09% |
$38.4K - $41.5K
|
8.87K
$563K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
10New |
$654 - $706
|
10
$635
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.7K- 19.3% |
$1.29M - $1.39M
|
82.6K
$5.24M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.1K+ 7.66% |
$724K - $782K
|
156K
$9.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
13+ 0.63% |
$851 - $918
|
2.07K
$132K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-770- 6.77% |
$50.4K - $54.4K
|
10.6K
$673K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
55+ 0.27% |
$3.6K - $3.89K
|
20.7K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-396- 10.33% |
$25.9K - $28K
|
3.44K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
976New |
$63.9K - $68.9K
|
976
$62K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
77+ 0.99% |
$5.04K - $5.44K
|
7.86K
$499K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
83.4K+ 104.32% |
$5.46M - $5.89M
|
163K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
152New |
$9.95K - $10.7K
|
152
$9.65K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
14+ 0.34% |
$916 - $989
|
4.07K
$258K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.02KNew |
$328K - $354K
|
5.02K
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.36% |
$916 - $989
|
3.9K
$247K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
331New |
$21.7K - $23.4K
|
331
$21K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.4KNew |
$91.6K - $98.9K
|
1.4K
$88.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
431New |
$28.2K - $30.4K
|
431
$27.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.16K- 43.23% |
$206K - $223K
|
4.14K
$263K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27.3K+ 50.79% |
$1.78M - $1.93M
|
81K
$5.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
8.93K+ 12.33% |
$584K - $631K
|
81.3K
$5.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
363+ 3.61% |
$23.8K - $25.6K
|
10.4K
$662K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
97+ 0.74% |
$6.35K - $6.85K
|
13.3K
$842K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-491- 11.76% |
$32.1K - $34.7K
|
3.69K
$234K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-33- 0.2% |
$2.16K - $2.33K
|
16.2K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-340- 9.2% |
$22.2K - $24K
|
3.36K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-27- 5.66% |
$1.77K - $1.91K
|
450
$28.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-210- 1.89% |
$13.7K - $14.8K
|
10.9K
$693K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
132New |
$8.64K - $9.32K
|
132
$8.38K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8+ 0.16% |
$524 - $565
|
4.88K
$310K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-185- 3.42% |
$12.1K - $13.1K
|
5.22K
$332K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-622- 67.46% |
$40.7K - $43.9K
|
300
$19K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.9K+ 8.31% |
$716K - $773K
|
143K
$9.05M
|