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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.99KNew |
$196K - $211K
|
2.99K
$190K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.34K+ 3.41% |
$153K - $165K
|
70.9K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.3K+ 70.72% |
$150K - $162K
|
5.55K
$352K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.04K+ 7.92% |
$133K - $144K
|
27.7K
$1.76M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
1.83KNew |
$120K - $129K
|
1.83K
$116K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.67KNew |
$109K - $118K
|
1.67K
$106K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.67K+ 109.58% |
$109K - $118K
|
3.19K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.64K+ 52.19% |
$107K - $115K
|
4.77K
$303K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.51K+ 7.19% |
$98.6K - $106K
|
22.5K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.44K+ 12.34% |
$94.1K - $102K
|
13.1K
$831K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.4KNew |
$91.6K - $98.9K
|
1.4K
$88.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
976New |
$63.9K - $68.9K
|
976
$62K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
868New |
$56.8K - $61.3K
|
868
$55.1K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
843+ 7.09% |
$55.2K - $59.5K
|
12.7K
$809K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
834+ 15.3% |
$54.6K - $58.9K
|
6.29K
$399K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
736+ 13.2% |
$48.2K - $52K
|
6.31K
$401K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
699+ 19.11% |
$45.7K - $49.4K
|
4.36K
$277K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
624+ 19.0% |
$40.8K - $44.1K
|
3.91K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
618+ 19.7% |
$40.4K - $43.7K
|
3.76K
$238K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
431New |
$28.2K - $30.4K
|
431
$27.4K
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
407+ 7.58% |
$26.6K - $28.8K
|
5.77K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
378New |
$24.7K - $26.7K
|
378
$24K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
362+ 2.5% |
$23.7K - $25.6K
|
14.9K
$944K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
359+ 25.88% |
$23.5K - $25.4K
|
1.75K
$111K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
343+ 0.3% |
$22.4K - $24.2K
|
116K
$7.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
331New |
$21.7K - $23.4K
|
331
$21K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
330New |
$21.6K - $23.3K
|
330
$20.9K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
259+ 10.03% |
$16.9K - $18.3K
|
2.84K
$180K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
229New |
$15K - $16.2K
|
229
$14.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
193+ 6.54% |
$12.6K - $13.6K
|
3.15K
$200K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
193New |
$12.6K - $13.6K
|
193
$12.3K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
186+ 2.29% |
$12.2K - $13.1K
|
8.32K
$528K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
173New |
$11.3K - $12.2K
|
173
$11K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
170+ 2.52% |
$11.1K - $12K
|
6.9K
$438K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
152New |
$9.95K - $10.7K
|
152
$9.65K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
148+ 32.74% |
$9.69K - $10.5K
|
600
$38.1K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
141+ 4.4% |
$9.23K - $9.96K
|
3.35K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
132+ 4.66% |
$8.64K - $9.32K
|
2.96K
$188K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
132New |
$8.64K - $9.32K
|
132
$8.38K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
103+ 1.95% |
$6.74K - $7.28K
|
5.38K
$342K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
97+ 0.74% |
$6.35K - $6.85K
|
13.3K
$842K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
92+ 2.36% |
$6.02K - $6.5K
|
3.99K
$253K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
88New |
$5.76K - $6.22K
|
88
$5.59K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
77+ 0.99% |
$5.04K - $5.44K
|
7.86K
$499K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
76New |
$4.97K - $5.37K
|
76
$4.82K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
72New |
$4.71K - $5.09K
|
72
$4.57K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
71+ 1.77% |
$4.65K - $5.02K
|
4.09K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
65+ 2.12% |
$4.25K - $4.59K
|
3.13K
$199K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
55+ 0.27% |
$3.6K - $3.89K
|
20.7K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
30New |
$1.96K - $2.12K
|
30
$1.9K
|