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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
168K+ 28.54% |
$10.3M - $11.4M
|
756K
$48.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
148K+ 3208.7% |
$9.01M - $9.98M
|
152K
$9.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
106K+ 372.03% |
$6.48M - $7.17M
|
135K
$8.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
97K+ 5.78% |
$5.92M - $6.55M
|
1.77M
$113M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
76.3K+ 189.87% |
$4.66M - $5.16M
|
116K
$7.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
68K+ 3.72% |
$4.15M - $4.6M
|
1.9M
$121M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
65.2K+ 190.17% |
$3.98M - $4.4M
|
99.4K
$6.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
61.1K+ 335.93% |
$3.73M - $4.13M
|
79.2K
$5.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
55.8K+ 24.84% |
$3.4M - $3.77M
|
280K
$17.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45K+ 40.57% |
$2.74M - $3.04M
|
156K
$9.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
39.5KNew |
$2.41M - $2.67M
|
39.5K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
37.9K+ 37.97% |
$2.31M - $2.56M
|
138K
$8.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
27.9K+ 1675.32% |
$1.7M - $1.89M
|
29.6K
$1.89M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.6K+ 5.01% |
$1.32M - $1.46M
|
452K
$28.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
21.4KNew |
$1.3M - $1.44M
|
21.4K
$1.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
20.3K+ 241.6% |
$1.24M - $1.37M
|
28.7K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.1K+ 3.53% |
$1.22M - $1.36M
|
587K
$37.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.3KNew |
$1.18M - $1.3M
|
19.3K
$1.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
17.2K+ 9.69% |
$1.05M - $1.16M
|
195K
$12.4M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17K+ 155.2% |
$1.03M - $1.15M
|
27.9K
$1.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
15.5K+ 11.54% |
$945K - $1.05M
|
150K
$9.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
15.3KNew |
$934K - $1.03M
|
15.3K
$976K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.8K+ 9.51% |
$903K - $1M
|
170K
$10.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
12.9K+ 4.99% |
$790K - $875K
|
272K
$17.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11.3K+ 4.35% |
$689K - $763K
|
271K
$17.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11K+ 3.92% |
$671K - $743K
|
292K
$18.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.1K+ 48.75% |
$615K - $681K
|
30.7K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.26K+ 65.27% |
$504K - $558K
|
20.9K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
7.9K+ 4.35% |
$482K - $534K
|
190K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.68K+ 58.66% |
$469K - $519K
|
20.8K
$1.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
6.95KNew |
$424K - $470K
|
6.95K
$444K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.73K+ 7.03% |
$410K - $455K
|
102K
$6.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.43K+ 11.15% |
$392K - $434K
|
64K
$4.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.09K+ 20.93% |
$372K - $412K
|
35.2K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
5.99KNew |
$365K - $405K
|
5.99K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.64KNew |
$344K - $381K
|
5.64K
$360K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.53KNew |
$338K - $374K
|
5.53K
$353K
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
5.44K+ 4.28% |
$332K - $368K
|
133K
$8.46M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.28KNew |
$322K - $357K
|
5.28K
$337K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.99KNew |
$305K - $337K
|
4.99K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.8KNew |
$293K - $324K
|
4.8K
$306K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
4.73K+ 5.82% |
$289K - $320K
|
86.1K
$5.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.71K+ 6.65% |
$288K - $318K
|
75.6K
$4.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
4.36KNew |
$266K - $295K
|
4.36K
$278K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.97K+ 26.32% |
$242K - $268K
|
19.1K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.94KNew |
$241K - $267K
|
3.94K
$252K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.88K+ 5.08% |
$237K - $262K
|
80.3K
$5.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.82K+ 14.29% |
$233K - $258K
|
30.6K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.73KNew |
$228K - $252K
|
3.73K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
3.49KNew |
$213K - $236K
|
3.49K
$222K
|