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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
71.3KNew |
$4.62M - $5.21M
|
71.3K
$4.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
68.8K+ 36.88% |
$4.46M - $5.02M
|
255K
$17.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
38.9KNew |
$2.53M - $2.84M
|
38.9K
$2.68M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
25.1K+ 62.43% |
$1.63M - $1.83M
|
65.3K
$4.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
17.9K+ 250.35% |
$1.16M - $1.31M
|
25.1K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
8.14K+ 4.78% |
$528K - $595K
|
179K
$12.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
7.8K+ 14.66% |
$506K - $570K
|
61K
$4.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
6.05KNew |
$393K - $442K
|
6.05K
$416K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.71K+ 28.94% |
$305K - $344K
|
21K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.18KNew |
$271K - $305K
|
4.18K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
4.16K+ 122.43% |
$270K - $304K
|
7.57K
$520K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.66K+ 8.36% |
$238K - $268K
|
47.5K
$3.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.95K+ 5.97% |
$127K - $143K
|
34.7K
$2.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.44K+ 5.3% |
$93.4K - $105K
|
28.6K
$1.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.1K+ 33.27% |
$71.3K - $80.3K
|
4.41K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
1.07K+ 0.63% |
$69.5K - $78.3K
|
170K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.03K+ 16.34% |
$66.5K - $74.9K
|
7.3K
$502K
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.01K+ 21.07% |
$65.2K - $73.5K
|
5.78K
$397K
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
836+ 24.59% |
$54.2K - $61.1K
|
4.24K
$291K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
799+ 12.41% |
$51.8K - $58.4K
|
7.24K
$497K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
675New |
$43.8K - $49.3K
|
675
$46.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
598+ 0.86% |
$38.8K - $43.7K
|
69.9K
$4.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
576+ 11.57% |
$37.4K - $42.1K
|
5.55K
$382K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
281+ 0.87% |
$18.2K - $20.5K
|
32.6K
$2.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
277New |
$18K - $20.2K
|
277
$19K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
255+ 17.76% |
$16.5K - $18.6K
|
1.69K
$116K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
245+ 0.5% |
$15.9K - $17.9K
|
49.3K
$3.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
200New |
$13K - $14.6K
|
200
$13.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
177+ 2.49% |
$11.5K - $12.9K
|
7.28K
$500K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
80+ 0.53% |
$5.19K - $5.84K
|
15.2K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
34+ 0.39% |
$2.2K - $2.48K
|
8.76K
$602K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
21+ 0.39% |
$1.36K - $1.53K
|
5.39K
$370K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
17New |
$1.1K - $1.24K
|
17
$1.17K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14+ 0.39% |
$908 - $1.02K
|
3.64K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
12+ 0.33% |
$778 - $876
|
3.66K
$251K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$389 - $438
|
3.28K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.34% |
$130 - $146
|
584
$40.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.24% |
$64.9 - $73
|
419
$28.8K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
248K+ 95.32% |
$16.7M - $18.4M
|
508K
$34.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
130KNew |
$8.79M - $9.67M
|
130K
$8.95M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
111K+ 6003.08% |
$7.5M - $8.26M
|
113K
$7.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
80.2K+ 108.8% |
$5.41M - $5.96M
|
154K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
72.5K+ 461.99% |
$4.89M - $5.38M
|
88.2K
$6.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
70.9K+ 367.36% |
$4.78M - $5.26M
|
90.2K
$6.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.8K+ 22.37% |
$2.82M - $3.1M
|
229K
$15.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
29.5KNew |
$1.99M - $2.19M
|
29.5K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.6KNew |
$1.66M - $1.83M
|
24.6K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
23.4K+ 11.07% |
$1.58M - $1.74M
|
235K
$16.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
20.9K+ 20.21% |
$1.41M - $1.55M
|
124K
$8.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.4KNew |
$1.38M - $1.52M
|
20.4K
$1.4M
|
|