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
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.26KNew |
$201K - $218K
|
3.26K
$237K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.2K+ 19.76% |
$197K - $215K
|
19.4K
$1.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.19K+ 14.93% |
$196K - $213K
|
24.5K
$1.79M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
3.17KNew |
$195K - $212K
|
3.17K
$231K
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.1KNew |
$191K - $208K
|
3.1K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.06K+ 10.02% |
$189K - $205K
|
33.6K
$2.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.04KNew |
$187K - $203K
|
3.04K
$221K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.04KNew |
$187K - $203K
|
3.04K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.9K+ 48.45% |
$179K - $194K
|
8.89K
$647K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.54KNew |
$156K - $170K
|
2.54K
$184K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.44K+ 2.39% |
$150K - $164K
|
105K
$7.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.06K+ 10.83% |
$127K - $138K
|
21.1K
$1.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2K+ 4.05% |
$123K - $134K
|
51.4K
$3.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 832.75% |
$117K - $128K
|
2.14K
$155K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.83K+ 3.86% |
$112K - $122K
|
49.1K
$3.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.66KNew |
$102K - $111K
|
1.66K
$121K
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.47KNew |
$90.7K - $98.7K
|
1.47K
$107K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.39K+ 27.3% |
$85.3K - $92.8K
|
6.46K
$470K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.25K+ 15.93% |
$77K - $83.7K
|
9.1K
$662K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.19K+ 2.12% |
$73.4K - $79.8K
|
57.4K
$4.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1K+ 3.05% |
$61.7K - $67.2K
|
33.8K
$2.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
986+ 31.47% |
$60.7K - $66K
|
4.12K
$300K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
943+ 2.8% |
$58.1K - $63.1K
|
34.6K
$2.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
911+ 3.45% |
$56.1K - $61K
|
27.3K
$1.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
867+ 15.93% |
$53.4K - $58K
|
6.31K
$459K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
705+ 2.89% |
$43.4K - $47.2K
|
25.1K
$1.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
682+ 15.17% |
$42K - $45.7K
|
5.18K
$377K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
664+ 8.87% |
$40.9K - $44.5K
|
8.15K
$593K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
644+ 16.33% |
$39.6K - $43.1K
|
4.59K
$334K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
638+ 6.23% |
$39.3K - $42.7K
|
10.9K
$791K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
635+ 22.17% |
$39.1K - $42.5K
|
3.5K
$255K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
629+ 21.23% |
$38.7K - $42.1K
|
3.59K
$261K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
601New |
$37K - $40.2K
|
601
$43.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
600New |
$36.9K - $40.2K
|
600
$43.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
575New |
$35.4K - $38.5K
|
575
$41.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
553+ 16.52% |
$34K - $37K
|
3.9K
$284K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
546+ 4.31% |
$33.6K - $36.6K
|
13.2K
$962K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
500New |
$30.8K - $33.5K
|
500
$36.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
477New |
$29.4K - $31.9K
|
477
$34.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
433New |
$26.7K - $29K
|
433
$31.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
431+ 1105.13% |
$26.5K - $28.9K
|
470
$34.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
421+ 90.73% |
$25.9K - $28.2K
|
885
$64.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
350+ 3.18% |
$21.5K - $23.4K
|
11.3K
$825K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
342+ 6.51% |
$21.1K - $22.9K
|
5.59K
$407K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
317+ 2.91% |
$19.5K - $21.2K
|
11.2K
$816K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
300+ 0.66% |
$18.5K - $20.1K
|
45.8K
$3.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
295+ 7.33% |
$18.2K - $19.8K
|
4.32K
$314K
|
|
|
Nov 07, 2025
Q3 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
290+ 4.17% |
$17.9K - $19.4K
|
7.24K
$527K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
287+ 75.33% |
$17.7K - $19.2K
|
668
$48.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
287New |
$17.7K - $19.2K
|
287
$20.9K
|
|