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 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.16K- 43.23% |
$206K - $223K
|
4.14K
$287K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-340- 9.2% |
$22.2K - $24K
|
3.36K
$233K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-491- 11.76% |
$32.1K - $34.7K
|
3.69K
$256K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
132New |
$8.64K - $9.32K
|
132
$9.15K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-27- 5.66% |
$1.77K - $1.91K
|
450
$31.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-530- 4.06% |
$34.7K - $37.4K
|
12.5K
$869K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-622- 67.46% |
$40.7K - $43.9K
|
300
$20.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
193+ 6.54% |
$12.6K - $13.6K
|
3.15K
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.99KNew |
$196K - $211K
|
2.99K
$207K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
5New |
$327 - $353
|
5
$347
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.44K- 24.86% |
$159K - $172K
|
7.36K
$511K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
362+ 2.5% |
$23.7K - $25.6K
|
14.9K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
12+ 0.38% |
$785 - $848
|
3.18K
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.28K- 9.67% |
$83.6K - $90.2K
|
11.9K
$827K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
193New |
$12.6K - $13.6K
|
193
$13.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-36.5K- 76.85% |
$2.39M - $2.58M
|
11K
$762K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
1.83KNew |
$120K - $129K
|
1.83K
$127K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
148+ 32.74% |
$9.69K - $10.5K
|
600
$41.6K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-53.3K- 38.75% |
$3.46M - $3.9M
|
84.3K
$5.85M
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
848New |
$55K - $61.9K
|
848
$58.8K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-60- 44.78% |
$3.89K - $4.38K
|
74
$5.13K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
704New |
$45.7K - $51.4K
|
704
$48.8K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
80New |
$5.19K - $5.84K
|
80
$5.55K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-15.9K- 77.92% |
$1.03M - $1.16M
|
4.51K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-200- 16.13% |
$13K - $14.6K
|
1.04K
$72.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-239- 0.61% |
$15.5K - $17.5K
|
38.8K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1New |
$64.9 - $73
|
1
$69.3
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
144New |
$9.34K - $10.5K
|
144
$9.98K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
47New |
$3.05K - $3.43K
|
47
$3.26K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.4KNew |
$674K - $759K
|
10.4K
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
172New |
$11.2K - $12.6K
|
172
$11.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
269New |
$17.4K - $19.6K
|
269
$18.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
55+ 7.86% |
$3.57K - $4.02K
|
755
$52.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
69New |
$4.47K - $5.04K
|
69
$4.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-463- 10.04% |
$30K - $33.8K
|
4.15K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
61New |
$3.96K - $4.46K
|
61
$4.23K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-16.8K- 84.14% |
$1.09M - $1.23M
|
3.17K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
20New |
$1.3K - $1.46K
|
20
$1.39K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
209New |
$13.6K - $15.3K
|
209
$14.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-234- 28.06% |
$15.2K - $17.1K
|
600
$41.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-17.6K- 66.33% |
$1.14M - $1.29M
|
8.94K
$620K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
128New |
$8.3K - $9.35K
|
128
$8.88K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.01KNew |
$65.7K - $74K
|
1.01K
$70.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
1.42K+ 1.46% |
$92.3K - $104K
|
98.7K
$6.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
59.7KNew |
$3.87M - $4.36M
|
59.7K
$4.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.23KNew |
$210K - $236K
|
3.23K
$224K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
35New |
$2.27K - $2.56K
|
35
$2.43K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-33.2K- 20.94% |
$2.15M - $2.42M
|
125K
$8.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-700- 5.36% |
$45.4K - $51.1K
|
12.4K
$857K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.43% |
$64.9 - $73
|
231
$16K
|
|