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 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.11K- 14.21% |
$65K - $71K
|
6.67K
$436K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
103New |
$6.06K - $6.62K
|
103
$6.74K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-600- 50.0% |
$35.3K - $38.6K
|
600
$39.2K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
886New |
$52.1K - $57K
|
886
$58K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.98K- 29.88% |
$117K - $127K
|
4.65K
$304K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
28New |
$1.65K - $1.8K
|
28
$1.83K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
484New |
$28.5K - $31.1K
|
484
$31.7K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.64KNew |
$391K - $427K
|
6.64K
$434K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-516- 22.83% |
$30.4K - $33.2K
|
1.74K
$114K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
20New |
$1.18K - $1.29K
|
20
$1.31K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
208New |
$12.2K - $13.4K
|
208
$13.6K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2New |
$118 - $129
|
2
$131
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
35+ 0.57% |
$2.06K - $2.25K
|
6.18K
$404K
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-500- 11.99% |
$29.4K - $32.1K
|
3.67K
$240K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-510- 38.99% |
$30K - $32.8K
|
798
$52.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-268- 12.22% |
$15.8K - $17.2K
|
1.93K
$126K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
268New |
$15.8K - $17.2K
|
268
$17.5K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-153- 19.34% |
$9.01K - $9.84K
|
638
$41.7K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
6New |
$353 - $386
|
6
$392
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.89KNew |
$225K - $257K
|
3.89K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.76KNew |
$333K - $381K
|
5.76K
$377K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-491- 10.18% |
$28.4K - $32.4K
|
4.33K
$283K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.02KNew |
$59K - $67.4K
|
1.02K
$66.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.95KNew |
$286K - $327K
|
4.95K
$324K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
221New |
$12.8K - $14.6K
|
221
$14.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
7New |
$405 - $462
|
7
$458
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$5.78K - $6.6K
|
100
$6.54K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
$578 - $660
|
10
$654
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.44K- 2.98% |
$82.9K - $94.7K
|
46.8K
$3.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
218New |
$12.6K - $14.4K
|
218
$14.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.26KNew |
$131K - $149K
|
2.26K
$148K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.98KNew |
$114K - $131K
|
1.98K
$129K
|
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
SELL
|
- |
-20.1K- 31.06% |
$1.16M - $1.33M
|
44.7K
$2.92M
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.04K+ 2.57% |
$59.8K - $68.3K
|
41.4K
$2.71M
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.39KNew |
$196K - $224K
|
3.39K
$222K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6+ 0.36% |
$347 - $396
|
1.66K
$109K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
300New |
$17.3K - $19.8K
|
300
$19.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-74- 9.43% |
$4.28K - $4.89K
|
711
$46.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
900New |
$52K - $59.4K
|
900
$58.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
BUY
|
- |
29KNew |
$1.67M - $1.91M
|
29K
$1.89M
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
275New |
$15.9K - $18.2K
|
275
$18K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
580New |
$33.5K - $38.3K
|
580
$37.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
50New |
$2.89K - $3.3K
|
50
$3.27K
|
|
| Q3 2022 | |||||||
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
82New |
$4.72K - $5.3K
|
82
$5.36K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-64- 47.41% |
$3.68K - $4.13K
|
71
$4.64K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-203- 0.66% |
$11.7K - $13.1K
|
30.6K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.85K- 9.71% |
$279K - $313K
|
45.1K
$2.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
13.6KNew |
$783K - $878K
|
13.6K
$890K
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
40.2KNew |
$2.31M - $2.59M
|
40.2K
$2.63M
|
|