Purchases and Sales Made in Q2 2023 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.25K+ 83.15% |
$196K - $209K
|
7.15K
$474K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.22KNew |
$194K - $207K
|
3.22K
$213K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.67K+ 7.76% |
$161K - $172K
|
37.1K
$2.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.34KNew |
$141K - $151K
|
2.34K
$155K
|
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
BUY
|
- |
2.29K+ 1.32% |
$138K - $147K
|
175K
$11.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.23K+ 7.28% |
$135K - $144K
|
32.9K
$2.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.08K+ 5.86% |
$126K - $134K
|
37.6K
$2.49M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2.04K+ 1.54% |
$123K - $131K
|
134K
$8.86M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.68K+ 16.42% |
$101K - $108K
|
11.9K
$789K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.64K+ 1.02% |
$99.1K - $106K
|
163K
$10.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
1.55K+ 8.3% |
$93.6K - $99.7K
|
20.2K
$1.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.42K+ 15.12% |
$85.7K - $91.3K
|
10.8K
$716K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.41K+ 1.84% |
$85.3K - $90.9K
|
78.3K
$5.18M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
1.35K+ 5.93% |
$81.3K - $86.6K
|
24.1K
$1.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
1.35K+ 5.93% |
$81.3K - $86.6K
|
24.1K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1K+ 535.12% |
$66.2K - $70.5K
|
1.3K
$86.2K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 3.89% |
$61.9K - $65.9K
|
27.4K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
890+ 89000.0% |
$53.7K - $57.2K
|
891
$59K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
876+ 23.94% |
$52.8K - $56.3K
|
4.54K
$300K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
845+ 3.18% |
$51K - $54.3K
|
27.4K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
700+ 400.0% |
$42.2K - $45K
|
875
$57.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
640New |
$38.6K - $41.1K
|
640
$42.4K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
630New |
$38K - $40.5K
|
630
$41.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
600New |
$36.2K - $38.6K
|
600
$39.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
544+ 16.01% |
$32.8K - $35K
|
3.94K
$261K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
542+ 26.29% |
$32.7K - $34.8K
|
2.6K
$172K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
532+ 0.92% |
$32.1K - $34.2K
|
58.4K
$3.87M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
492+ 3.06% |
$29.7K - $31.6K
|
16.6K
$1.1M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
437+ 393.69% |
$26.4K - $28.1K
|
548
$36.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
437+ 393.69% |
$26.4K - $28.1K
|
548
$36.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
416+ 1.5% |
$25.1K - $26.7K
|
28.2K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
400+ 5.48% |
$24.1K - $25.7K
|
7.7K
$510K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
400New |
$24.1K - $25.7K
|
400
$26.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
350+ 58.33% |
$21.1K - $22.5K
|
950
$62.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
344New |
$20.8K - $22.1K
|
344
$22.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
339+ 6.87% |
$20.5K - $21.8K
|
5.28K
$349K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
336New |
$20.3K - $21.6K
|
336
$22.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
314+ 19.97% |
$18.9K - $20.2K
|
1.89K
$125K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
303+ 3.93% |
$18.3K - $19.5K
|
8.02K
$531K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
296+ 0.45% |
$17.9K - $19K
|
66.2K
$4.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
272+ 12.82% |
$16.4K - $17.5K
|
2.39K
$159K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
263+ 203.88% |
$15.9K - $16.9K
|
392
$26K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
251+ 0.8% |
$15.1K - $16.1K
|
31.8K
$2.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
240New |
$14.5K - $15.4K
|
240
$15.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
240New |
$14.5K - $15.4K
|
240
$15.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
209+ 1.42% |
$12.6K - $13.4K
|
14.9K
$988K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
200+ 18.21% |
$12.1K - $12.9K
|
1.3K
$85.9K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
191New |
$11.5K - $12.3K
|
191
$12.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
188+ 0.74% |
$11.3K - $12.1K
|
25.7K
$1.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
170+ 3.15% |
$10.3K - $10.9K
|
5.58K
$369K
|