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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.2K- 23.82% |
$73.3K - $81.2K
|
3.84K
$266K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-29- 0.13% |
$1.77K - $1.96K
|
21.6K
$1.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-74- 1.51% |
$4.52K - $5K
|
4.83K
$335K
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-1.36K- 25.91% |
$83.1K - $92.1K
|
3.9K
$270K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.45K- 18.4% |
$88.5K - $98K
|
6.43K
$446K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
76.3K+ 189.87% |
$4.66M - $5.16M
|
116K
$8.08M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
922+ 10.06% |
$56.3K - $62.3K
|
10.1K
$699K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
562+ 9.88% |
$34.3K - $38K
|
6.25K
$434K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-97K- 5.47% |
$6.35M - $6.85M
|
1.68M
$116M
|
|
|
Aug 25, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
70+ 50.0% |
$4.58K - $4.94K
|
210
$14.6K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
135+ 0.34% |
$8.83K - $9.54K
|
39.6K
$2.75M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.43KNew |
$159K - $171K
|
2.43K
$168K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
834+ 15.3% |
$54.6K - $58.9K
|
6.29K
$436K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
15New |
$982 - $1.06K
|
15
$1.04K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
624+ 19.0% |
$40.8K - $44.1K
|
3.91K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.66KNew |
$240K - $259K
|
3.66K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
132+ 4.66% |
$8.64K - $9.32K
|
2.96K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.84KNew |
$447K - $483K
|
6.84K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-494- 1.22% |
$32.3K - $34.9K
|
40.1K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
45KNew |
$2.95M - $3.18M
|
45K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-300- 48.0% |
$19.6K - $21.2K
|
325
$22.5K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-801- 3.72% |
$52.4K - $56.6K
|
20.7K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-553- 21.32% |
$36.2K - $39.1K
|
2.04K
$142K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.05% |
$65.4 - $70.6
|
2.03K
$141K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-24- 0.36% |
$1.57K - $1.7K
|
6.62K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
103+ 1.95% |
$6.74K - $7.28K
|
5.38K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.79KNew |
$313K - $338K
|
4.79K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-811- 24.97% |
$53.1K - $57.3K
|
2.44K
$169K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
343+ 0.3% |
$22.4K - $24.2K
|
116K
$8.08M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
736+ 13.2% |
$48.2K - $52K
|
6.31K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
24.2K+ 732.18% |
$1.58M - $1.71M
|
27.5K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-85- 29.82% |
$5.56K - $6K
|
200
$13.9K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
78.9KNew |
$5.16M - $5.57M
|
78.9K
$5.47M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-479- 8.84% |
$31.3K - $33.8K
|
4.94K
$342K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
173New |
$11.3K - $12.2K
|
173
$12K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-28.2K- 72.64% |
$1.84M - $1.99M
|
10.6K
$736K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.05KNew |
$265K - $286K
|
4.05K
$281K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
699+ 19.11% |
$45.7K - $49.4K
|
4.36K
$302K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
37.2KNew |
$2.44M - $2.63M
|
37.2K
$2.58M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
141+ 4.4% |
$9.23K - $9.96K
|
3.35K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
92+ 2.36% |
$6.02K - $6.5K
|
3.99K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.39KNew |
$287K - $310K
|
4.39K
$305K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
76New |
$4.97K - $5.37K
|
76
$5.27K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
10New |
$654 - $706
|
10
$693
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
41.8K+ 1132.78% |
$2.74M - $2.95M
|
45.5K
$3.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.02KNew |
$328K - $354K
|
5.02K
$348K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
152New |
$9.95K - $10.7K
|
152
$10.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
976New |
$63.9K - $68.9K
|
976
$67.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
331New |
$21.7K - $23.4K
|
331
$23K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.4KNew |
$91.6K - $98.9K
|
1.4K
$97.1K
|
|