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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-530- 4.06% |
$34.7K - $37.4K
|
12.5K
$796K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
50+ 0.54% |
$3.27K - $3.53K
|
9.28K
$589K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-140- 2.29% |
$9.16K - $9.89K
|
5.98K
$379K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
193+ 6.54% |
$12.6K - $13.6K
|
3.15K
$200K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
65+ 2.12% |
$4.25K - $4.59K
|
3.13K
$199K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
5New |
$327 - $353
|
5
$317
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.99KNew |
$196K - $211K
|
2.99K
$190K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.9KNew |
$910K - $982K
|
13.9K
$883K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.44K- 24.86% |
$159K - $172K
|
7.36K
$467K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
359+ 25.88% |
$23.5K - $25.4K
|
1.75K
$111K
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
10K+ 1.8% |
$656K - $708K
|
567K
$36M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
18+ 0.21% |
$1.18K - $1.27K
|
8.4K
$533K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
12+ 0.38% |
$785 - $848
|
3.18K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
362+ 2.5% |
$23.7K - $25.6K
|
14.9K
$944K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
170+ 2.52% |
$11.1K - $12K
|
6.9K
$438K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
23+ 0.43% |
$1.51K - $1.62K
|
5.34K
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.04K+ 7.92% |
$133K - $144K
|
27.7K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-6- 1.03% |
$393 - $424
|
578
$36.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.28K- 9.67% |
$83.6K - $90.2K
|
11.9K
$757K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
6.79K+ 27.11% |
$445K - $480K
|
31.9K
$2.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
193New |
$12.6K - $13.6K
|
193
$12.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-700- 18.71% |
$45.8K - $49.4K
|
3.04K
$193K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.84K+ 9.81% |
$317K - $342K
|
54.1K
$3.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-36.5K- 76.85% |
$2.39M - $2.58M
|
11K
$698K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
1.83KNew |
$120K - $129K
|
1.83K
$116K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
148+ 32.74% |
$9.69K - $10.5K
|
600
$38.1K
|
|
| Q4 2024 | |||||||
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
8.61KNew |
$558K - $629K
|
8.61K
$546K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-75.5K- 34.46% |
$4.9M - $5.52M
|
144K
$9.12M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-403- 1.41% |
$26.1K - $29.4K
|
28.1K
$1.79M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-1.9K- 7.45% |
$123K - $139K
|
23.6K
$1.5M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
704New |
$45.7K - $51.4K
|
704
$44.7K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-60- 44.78% |
$3.89K - $4.38K
|
74
$4.7K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
80New |
$5.19K - $5.84K
|
80
$5.08K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.29% |
$454 - $511
|
2.42K
$154K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-15.9K- 77.92% |
$1.03M - $1.16M
|
4.51K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
172New |
$11.2K - $12.6K
|
172
$10.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-200- 16.13% |
$13K - $14.6K
|
1.04K
$66K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-239- 0.61% |
$15.5K - $17.5K
|
38.8K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1New |
$64.9 - $73
|
1
$63.5
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.01% |
$64.9 - $73
|
7.36K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
144New |
$9.34K - $10.5K
|
144
$9.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
47New |
$3.05K - $3.43K
|
47
$2.98K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.4KNew |
$674K - $759K
|
10.4K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
269New |
$17.4K - $19.6K
|
269
$17.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
55+ 7.86% |
$3.57K - $4.02K
|
755
$47.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
243+ 2.05% |
$15.8K - $17.7K
|
12.1K
$767K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
69New |
$4.47K - $5.04K
|
69
$4.38K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-463- 10.04% |
$30K - $33.8K
|
4.15K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-16.8K- 84.14% |
$1.09M - $1.23M
|
3.17K
$201K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
61New |
$3.96K - $4.46K
|
61
$3.87K
|
|