Latest Institutional Purchases of Fidelity Covington Tr Msci Hea (FHLC)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Hea (FHLC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
328KNew |
$20.2M - $21.9M
|
328K
$23.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
290KNew |
$17.9M - $19.4M
|
290K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
262K+ 5460.91% |
$16.1M - $17.5M
|
267K
$19.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
155K+ 1765.47% |
$9.54M - $10.4M
|
164K
$11.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
151K+ 19.96% |
$9.29M - $10.1M
|
907K
$66M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
144K+ 8.14% |
$8.89M - $9.67M
|
1.92M
$140M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
141K+ 7.45% |
$8.69M - $9.45M
|
2.04M
$148M
|
|
|
Nov 04, 2025
Q3 2025
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
100KNew |
$6.16M - $6.7M
|
100K
$7.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.7K+ 59.84% |
$4.23M - $4.6M
|
184K
$13.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
65K+ 94.02% |
$4M - $4.35M
|
134K
$9.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.2K+ 9.9% |
$3.58M - $3.89M
|
646K
$47M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.9K+ 249.15% |
$2.52M - $2.74M
|
57.3K
$4.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
40.6K+ 335.08% |
$2.5M - $2.72M
|
52.7K
$3.83M
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
31.7K+ 27.25% |
$1.95M - $2.13M
|
148K
$10.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.6K+ 40.41% |
$1.88M - $2.05M
|
106K
$7.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.8K+ 12.91% |
$1.65M - $1.79M
|
234K
$17M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
24.9KNew |
$1.53M - $1.67M
|
24.9K
$1.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
24K+ 12.67% |
$1.48M - $1.61M
|
214K
$15.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
21K+ 4.63% |
$1.29M - $1.4M
|
473K
$34.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.3K+ 10.16% |
$1.07M - $1.16M
|
188K
$13.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
16.2K+ 10.8% |
$995K - $1.08M
|
166K
$12.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
15.8K+ 15.86% |
$971K - $1.06M
|
115K
$8.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
14.2K+ 5.21% |
$872K - $949K
|
286K
$20.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
12.3K+ 9.31% |
$760K - $826K
|
145K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4K+ 107.29% |
$700K - $762K
|
22K
$1.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
10.6K+ 5.42% |
$650K - $707K
|
205K
$14.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
9.19K+ 31.09% |
$566K - $615K
|
38.7K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.63K+ 8.78% |
$531K - $578K
|
107K
$7.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
8.29KNew |
$510K - $555K
|
8.29K
$603K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.21K+ 3.03% |
$505K - $549K
|
279K
$20.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.15KNew |
$440K - $479K
|
7.15K
$520K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
7.08K+ 8.82% |
$436K - $474K
|
87.4K
$6.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.88KNew |
$424K - $461K
|
6.88K
$501K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.59KNew |
$406K - $441K
|
6.59K
$480K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
6.31KNew |
$388K - $422K
|
6.31K
$459K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.58K+ 6.96% |
$343K - $373K
|
85.7K
$6.24M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.46KNew |
$336K - $366K
|
5.46K
$397K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.16K+ 3.03% |
$318K - $346K
|
176K
$12.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
5.06KNew |
$312K - $339K
|
5.06K
$368K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.04K+ 16.07% |
$310K - $337K
|
36.4K
$2.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.98KNew |
$306K - $333K
|
4.98K
$362K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
4.48K+ 5.2% |
$276K - $300K
|
90.5K
$6.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.44KNew |
$274K - $298K
|
4.44K
$323K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
4.2KNew |
$259K - $281K
|
4.2K
$306K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.19K+ 20.06% |
$258K - $281K
|
25.1K
$1.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
4.06K+ 11.52% |
$250K - $272K
|
39.3K
$2.86M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
3.81KNew |
$235K - $255K
|
3.81K
$277K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.64KNew |
$224K - $243K
|
3.64K
$265K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.45KNew |
$212K - $231K
|
3.45K
$251K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.26KNew |
$201K - $218K
|
3.26K
$237K
|
|