Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-150K- 95.03% |
$9.73M - $11M
|
7.85K
$554K
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-49.7K- 93.08% |
$3.22M - $3.63M
|
3.69K
$261K
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-33.2K- 20.94% |
$2.15M - $2.42M
|
125K
$8.85M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-19.2K- 85.32% |
$1.24M - $1.4M
|
3.3K
$233K
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-14.7K- 9.39% |
$956K - $1.08M
|
142K
$10M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.5K- 99.94% |
$940K - $1.06M
|
9
$636
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.09K- 11.35% |
$525K - $591K
|
63.2K
$4.46M
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-6.59K- 23.32% |
$427K - $481K
|
21.7K
$1.53M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.3K- 21.71% |
$214K - $241K
|
11.9K
$840K
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.43K- 17.6% |
$158K - $177K
|
11.4K
$803K
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.38K- 12.56% |
$154K - $174K
|
16.6K
$1.17M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.21K- 21.37% |
$143K - $162K
|
8.14K
$575K
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.1K- 4.6% |
$136K - $154K
|
43.6K
$3.08M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.57K- 8.45% |
$102K - $115K
|
17K
$1.2M
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.51K- 2.5% |
$98K - $110K
|
58.9K
$4.16M
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.39K- 20.39% |
$89.8K - $101K
|
5.41K
$382K
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.36K- 19.93% |
$88.1K - $99.2K
|
5.46K
$385K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.19K- 19.39% |
$76.9K - $86.6K
|
4.93K
$348K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.12K- 26.24% |
$72.4K - $81.5K
|
3.14K
$222K
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.11K- 2.79% |
$72.2K - $81.4K
|
38.8K
$2.74M
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1K- 21.29% |
$64.8K - $73K
|
3.7K
$261K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-836- 15.26% |
$54.2K - $61.1K
|
4.64K
$328K
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-834- 3.61% |
$54.1K - $60.9K
|
22.2K
$1.57M
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-808- 9.26% |
$52.4K - $59K
|
7.92K
$559K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-798- 6.69% |
$51.8K - $58.3K
|
11.1K
$787K
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-782- 3.39% |
$50.7K - $57.1K
|
22.3K
$1.57M
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-770- 7.28% |
$49.9K - $56.2K
|
9.8K
$692K
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-700- 5.36% |
$45.4K - $51.1K
|
12.4K
$873K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-617- 2.91% |
$40K - $45.1K
|
20.6K
$1.46M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-475- 2.73% |
$30.8K - $34.7K
|
16.9K
$1.2M
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-469- 5.21% |
$30.4K - $34.3K
|
8.54K
$603K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-465- 3.77% |
$30.2K - $34K
|
11.9K
$838K
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-415- 0.77% |
$26.9K - $30.3K
|
53.5K
$3.78M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-362- 3.54% |
$23.5K - $26.4K
|
9.87K
$697K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-342- 9.46% |
$22.2K - $25K
|
3.27K
$231K
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-315- 4.9% |
$20.4K - $23K
|
6.12K
$432K
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-310- 3.38% |
$20.1K - $22.6K
|
8.88K
$627K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-290- 2.1% |
$18.8K - $21.2K
|
13.5K
$955K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-207- 5.13% |
$13.4K - $15.1K
|
3.83K
$271K
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-200- 5.72% |
$13K - $14.6K
|
3.3K
$233K
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-185- 1.4% |
$12K - $13.5K
|
13.1K
$923K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-182- 1.99% |
$11.8K - $13.3K
|
8.96K
$633K
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-180- 3.01% |
$11.7K - $13.1K
|
5.79K
$409K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-175- 1.31% |
$11.3K - $12.8K
|
13.2K
$933K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-125- 0.3% |
$8.11K - $9.13K
|
41.3K
$2.92M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-101- 0.64% |
$6.55K - $7.38K
|
15.7K
$1.11M
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 16.67% |
$6.48K - $7.3K
|
500
$35.3K
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-65- 0.22% |
$4.22K - $4.75K
|
29.4K
$2.08M
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-51- 1.49% |
$3.31K - $3.73K
|
3.38K
$239K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-44- 0.16% |
$2.85K - $3.21K
|
27K
$1.91M
|