Purchases and Sales Made in Q1 2022 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q1 2022. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI HEA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.44K- 14.84% |
$148K - $166K
|
14K
$974K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.62K- 13.08% |
$159K - $178K
|
17.4K
$1.21M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.82K- 7.79% |
$171K - $192K
|
33.4K
$2.32M
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.84K- 3.25% |
$172K - $194K
|
84.6K
$5.88M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.97K- 41.37% |
$180K - $202K
|
4.2K
$292K
|
|
Apr 25, 2022
Q1 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-3KClosed |
$182K - $204K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.03KClosed |
$184K - $207K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.12K- 15.86% |
$189K - $213K
|
16.6K
$1.15M
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-3.34K- 15.94% |
$202K - $228K
|
17.6K
$1.22M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.62KClosed |
$219K - $246K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.66K- 28.97% |
$222K - $249K
|
8.96K
$623K
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.94KClosed |
$239K - $269K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.98K- 3.15% |
$241K - $271K
|
122K
$8.49M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.28KClosed |
$259K - $292K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.64K- 4.11% |
$281K - $316K
|
108K
$7.52M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.62K- 19.23% |
$341K - $383K
|
23.6K
$1.64M
|
|
Apr 19, 2022
Q1 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-6.04KClosed |
$366K - $412K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-6.59K- 30.57% |
$400K - $449K
|
15K
$1.04M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.02K- 23.01% |
$486K - $546K
|
26.8K
$1.86M
|
|
Apr 05, 2022
Q1 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-8.22K- 68.55% |
$498K - $560K
|
3.77K
$262K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.43K- 4.25% |
$511K - $575K
|
190K
$13.2M
|
|
May 06, 2022
Q1 2022
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-8.49KClosed |
$515K - $579K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.7K- 6.02% |
$649K - $729K
|
167K
$11.6M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.5K- 3.56% |
$697K - $784K
|
312K
$21.7M
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-12.6K- 52.99% |
$764K - $859K
|
11.2K
$777K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13K- 8.38% |
$791K - $889K
|
143K
$9.91M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.3K- 12.54% |
$805K - $905K
|
92.6K
$6.43M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.3K- 21.41% |
$808K - $909K
|
49K
$3.4M
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-13.8K- 2.35% |
$836K - $940K
|
574K
$39.9M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15K- 4.52% |
$908K - $1.02M
|
316K
$22M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-17.1KClosed |
$1.04M - $1.16M
|
0
$0
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18K- 38.7% |
$1.09M - $1.23M
|
28.6K
$1.99M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.8K- 9.7% |
$1.14M - $1.28M
|
175K
$12.2M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.4K- 4.28% |
$1.54M - $1.73M
|
568K
$39.5M
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-27.9KClosed |
$1.69M - $1.9M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-34.3K- 25.19% |
$2.08M - $2.34M
|
102K
$7.07M
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-44.8K- 69.64% |
$2.72M - $3.06M
|
19.5K
$1.36M
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-53.1KClosed |
$3.22M - $3.62M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59.6K- 30.51% |
$3.61M - $4.06M
|
136K
$9.44M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-74.5K- 39.98% |
$4.52M - $5.08M
|
112K
$7.77M
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-79.6K- 36.17% |
$4.83M - $5.43M
|
141K
$9.77M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-108K- 59.66% |
$6.52M - $7.33M
|
72.7K
$5.05M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-121KClosed |
$7.36M - $8.28M
|
0
$0
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-133K- 49.49% |
$8.07M - $9.07M
|
136K
$9.44M
|