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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70.5K+ 45.86% |
$4.61M - $4.98M
|
224K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
63.5K+ 200.97% |
$4.15M - $4.48M
|
95.1K
$6.03M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.8K+ 228.95% |
$4.11M - $4.44M
|
90.2K
$5.73M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.5K+ 9.55% |
$3.24M - $3.49M
|
567K
$36M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
45KNew |
$2.95M - $3.18M
|
45K
$2.86M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
42.4K+ 2.59% |
$2.77M - $2.99M
|
1.68M
$106M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
41.8K+ 1132.78% |
$2.74M - $2.95M
|
45.5K
$2.89M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
37.2KNew |
$2.44M - $2.63M
|
37.2K
$2.36M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
33.5K+ 4344.88% |
$2.19M - $2.37M
|
34.3K
$2.18M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
29.2K+ 694.67% |
$1.91M - $2.06M
|
33.4K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.2K+ 747.77% |
$1.85M - $1.99M
|
32K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.1K+ 5.36% |
$1.84M - $1.98M
|
551K
$35M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27.3K+ 50.79% |
$1.78M - $1.93M
|
81K
$5.14M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.8KNew |
$1.75M - $1.89M
|
26.8K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
24.2K+ 732.18% |
$1.58M - $1.71M
|
27.5K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.1K+ 66.83% |
$1.51M - $1.63M
|
57.6K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.6K+ 18.46% |
$1.02M - $1.1M
|
99.8K
$6.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.9KNew |
$910K - $982K
|
13.9K
$883K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12.8K+ 17.92% |
$836K - $902K
|
84.1K
$5.34M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.1K+ 19.09% |
$789K - $852K
|
75.2K
$4.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.9K+ 8.31% |
$716K - $773K
|
143K
$9.05M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.9KNew |
$715K - $772K
|
10.9K
$694K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10.7K+ 8.62% |
$697K - $753K
|
134K
$8.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
10K+ 1.8% |
$656K - $708K
|
567K
$36M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
8.93K+ 12.33% |
$584K - $631K
|
81.3K
$5.16M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.53K+ 34.9% |
$493K - $532K
|
29.1K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.14K+ 60.92% |
$467K - $505K
|
18.9K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.08K+ 130.26% |
$463K - $500K
|
12.5K
$795K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.84KNew |
$447K - $483K
|
6.84K
$434K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
6.79K+ 27.11% |
$445K - $480K
|
31.9K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.85KNew |
$383K - $413K
|
5.85K
$371K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.69K+ 415.41% |
$372K - $402K
|
7.06K
$448K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.17KNew |
$338K - $365K
|
5.17K
$328K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.1K+ 2.81% |
$334K - $361K
|
187K
$11.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.02KNew |
$328K - $354K
|
5.02K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.99K+ 37.84% |
$326K - $352K
|
18.2K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.84K+ 9.81% |
$317K - $342K
|
54.1K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.79KNew |
$313K - $338K
|
4.79K
$304K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.72K+ 5.14% |
$309K - $333K
|
96.5K
$6.13M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.39KNew |
$287K - $310K
|
4.39K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.21K+ 115.81% |
$276K - $298K
|
7.85K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.09KNew |
$267K - $289K
|
4.09K
$259K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.05KNew |
$265K - $286K
|
4.05K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.01K+ 2.12% |
$262K - $283K
|
193K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.66KNew |
$240K - $259K
|
3.66K
$232K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.63KNew |
$237K - $256K
|
3.63K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.46K+ 0.19% |
$226K - $244K
|
1.83M
$116M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.16K+ 10.74% |
$207K - $223K
|
32.6K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.01K+ 17.77% |
$197K - $213K
|
20K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.99KNew |
$196K - $211K
|
2.99K
$190K
|