Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q1 2023. 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 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.61KNew |
$212K - $232K
|
3.61K
$251K
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.24K+ 28.24% |
$191K - $208K
|
14.7K
$1.02M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.22K+ 54.52% |
$190K - $207K
|
9.14K
$635K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.12K+ 165.61% |
$184K - $201K
|
5K
$348K
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.33K+ 5.53% |
$137K - $150K
|
44.5K
$3.09M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.05K+ 16.18% |
$120K - $132K
|
14.7K
$1.02M
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.03K+ 44.32% |
$119K - $130K
|
6.59K
$458K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.96K+ 2.62% |
$115K - $126K
|
76.8K
$5.34M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.86K+ 0.8% |
$110K - $120K
|
235K
$16.3M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.75K+ 91.87% |
$103K - $113K
|
3.66K
$254K
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.59K+ 6.66% |
$93.6K - $102K
|
25.5K
$1.77M
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.3K+ 35.78% |
$76.6K - $83.6K
|
4.94K
$343K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.06K+ 0.8% |
$62.1K - $67.8K
|
134K
$9.29M
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
886New |
$52.1K - $57K
|
886
$61.6K
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
873+ 2.12% |
$51.4K - $56.1K
|
42K
$2.92M
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
814+ 5.6% |
$47.9K - $52.3K
|
15.3K
$1.07M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
767+ 5.01% |
$45.1K - $49.3K
|
16.1K
$1.12M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
624+ 38.14% |
$36.7K - $40.1K
|
2.26K
$157K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
590+ 9.93% |
$34.7K - $37.9K
|
6.53K
$454K
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
588+ 5.29% |
$34.6K - $37.8K
|
11.7K
$813K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
574New |
$33.8K - $36.9K
|
574
$39.9K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
553+ 1.52% |
$32.5K - $35.6K
|
36.9K
$2.57M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
550+ 30.93% |
$32.4K - $35.4K
|
2.33K
$162K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
536+ 1.73% |
$31.5K - $34.5K
|
31.5K
$2.19M
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
484New |
$28.5K - $31.1K
|
484
$33.6K
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
403+ 1.08% |
$23.7K - $25.9K
|
37.6K
$2.61M
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
385+ 334.78% |
$22.7K - $24.8K
|
500
$34.8K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
341+ 2.33% |
$20.1K - $21.9K
|
15K
$1.04M
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
333+ 73.51% |
$19.6K - $21.4K
|
786
$54.6K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
326+ 4.46% |
$19.2K - $21K
|
7.63K
$530K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
305+ 38.46% |
$18K - $19.6K
|
1.1K
$76.3K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
300New |
$17.7K - $19.3K
|
300
$20.9K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300New |
$17.7K - $19.3K
|
300
$20.9K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
268New |
$15.8K - $17.2K
|
268
$18.6K
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
219+ 3.82% |
$12.9K - $14.1K
|
5.96K
$414K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
208New |
$12.2K - $13.4K
|
208
$14.5K
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
201+ 1.53% |
$11.8K - $12.9K
|
13.3K
$924K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
195+ 10.44% |
$11.5K - $12.5K
|
2.06K
$143K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
183+ 0.66% |
$10.8K - $11.8K
|
27.8K
$1.93M
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
118+ 1.84% |
$6.95K - $7.59K
|
6.54K
$455K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
111+ 0.4% |
$6.53K - $7.14K
|
27.5K
$1.91M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
109+ 11.98% |
$6.42K - $7.01K
|
1.02K
$70.8K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
103New |
$6.06K - $6.62K
|
103
$7.16K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 20.0% |
$5.89K - $6.43K
|
600
$41.7K
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
100+ 0.67% |
$5.89K - $6.43K
|
15.1K
$1.05M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
79+ 0.96% |
$4.65K - $5.08K
|
8.32K
$578K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
76+ 1.91% |
$4.47K - $4.89K
|
4.05K
$281K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
64New |
$3.77K - $4.11K
|
64
$4.45K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
45+ 2.95% |
$2.65K - $2.89K
|
1.57K
$109K
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
41+ 0.87% |
$2.41K - $2.64K
|
4.73K
$329K
|