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 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
255+ 3.92% |
$15.7K - $17.1K
|
6.76K
$492K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
255+ 8.23% |
$15.7K - $17.1K
|
3.35K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
211+ 4.84% |
$13K - $14.1K
|
4.57K
$333K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
208+ 2.54% |
$12.8K - $13.9K
|
8.39K
$610K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
197+ 0.75% |
$12.1K - $13.2K
|
26.3K
$1.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
189+ 5.55% |
$11.6K - $12.7K
|
3.6K
$262K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
187+ 1.8% |
$11.5K - $12.5K
|
10.6K
$771K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
158+ 2.8% |
$9.73K - $10.6K
|
5.8K
$422K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
151+ 139.81% |
$9.3K - $10.1K
|
259
$18.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
147+ 6.72% |
$9.05K - $9.84K
|
2.33K
$170K
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
138+ 3.17% |
$8.5K - $9.24K
|
4.49K
$327K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
137+ 7.28% |
$8.43K - $9.17K
|
2.02K
$147K
|
|
|
Nov 12, 2025
Q3 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
130+ 2.23% |
$8K - $8.7K
|
5.95K
$433K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
124+ 496.0% |
$7.63K - $8.3K
|
149
$10.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
109+ 3.13% |
$6.71K - $7.3K
|
3.6K
$262K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
85+ 4.2% |
$5.23K - $5.69K
|
2.11K
$153K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
70+ 0.54% |
$4.31K - $4.69K
|
13K
$948K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
69+ 1.07% |
$4.25K - $4.62K
|
6.53K
$475K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
64+ 0.83% |
$3.94K - $4.28K
|
7.79K
$567K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
39+ 2.23% |
$2.4K - $2.61K
|
1.79K
$130K
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
35+ 0.39% |
$2.15K - $2.34K
|
8.99K
$654K
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
33New |
$2.03K - $2.21K
|
33
$2.4K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24+ 16.9% |
$1.48K - $1.61K
|
166
$12.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
22+ 0.39% |
$1.35K - $1.47K
|
5.62K
$409K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
20+ 0.37% |
$1.23K - $1.34K
|
5.4K
$393K
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
15+ 0.08% |
$923 - $1K
|
19.2K
$1.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15+ 0.35% |
$923 - $1K
|
4.34K
$315K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
14+ 0.25% |
$862 - $937
|
5.59K
$407K
|
|
|
Nov 12, 2025
Q3 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.33% |
$800 - $870
|
3.92K
$285K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
13New |
$800 - $870
|
13
$946
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
11+ 0.06% |
$677 - $736
|
17K
$1.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$616 - $670
|
10
$728
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9+ 0.18% |
$554 - $603
|
4.9K
$356K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
6+ 0.06% |
$369 - $402
|
10.1K
$734K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
5New |
$308 - $335
|
5
$364
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
5+ 0.41% |
$308 - $335
|
1.22K
$88.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4+ 0.08% |
$246 - $268
|
4.8K
$349K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4+ 0.08% |
$246 - $268
|
4.91K
$357K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.15% |
$185 - $201
|
1.98K
$144K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.39% |
$185 - $201
|
774
$56.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3+ 0.44% |
$185 - $201
|
685
$49.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
3New |
$185 - $201
|
3
$218
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 1.5% |
$185 - $201
|
203
$14.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.38% |
$123 - $134
|
532
$38.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.34% |
$123 - $134
|
582
$42.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.22% |
$123 - $134
|
914
$66.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.04% |
$61.6 - $67
|
2.46K
$179K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.33% |
$61.6 - $67
|
304
$22.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.22% |
$61.6 - $67
|
451
$32.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1New |
$61.6 - $67
|
1
$72.8
|
|