Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
76.3K+ 189.87% |
$4.66M - $5.16M
|
116K
$7.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
27.9K+ 1675.32% |
$1.7M - $1.89M
|
29.6K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
21.4KNew |
$1.3M - $1.44M
|
21.4K
$1.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
17.2K+ 9.69% |
$1.05M - $1.16M
|
195K
$12.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
12.9K+ 4.99% |
$790K - $875K
|
272K
$17.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11.3K+ 4.35% |
$689K - $763K
|
271K
$17.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
7.9K+ 4.35% |
$482K - $534K
|
190K
$12M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.53KNew |
$338K - $374K
|
5.53K
$351K
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
5.44K+ 4.28% |
$332K - $368K
|
133K
$8.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.88K+ 5.08% |
$237K - $262K
|
80.3K
$5.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
3.49KNew |
$213K - $236K
|
3.49K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.05K+ 52.56% |
$186K - $206K
|
8.85K
$562K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.84K+ 47.96% |
$174K - $192K
|
8.77K
$557K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.51K+ 3.63% |
$153K - $170K
|
71.8K
$4.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.56K+ 176.13% |
$95K - $105K
|
2.44K
$155K
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
1.23K+ 0.74% |
$75.1K - $83.1K
|
167K
$10.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.16K+ 34.82% |
$70.9K - $78.5K
|
4.5K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
1.02K+ 3.12% |
$62.2K - $68.9K
|
33.7K
$2.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
932+ 1.92% |
$56.9K - $63K
|
49.4K
$3.13M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
922+ 10.06% |
$56.3K - $62.3K
|
10.1K
$640K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
686+ 4.22% |
$41.9K - $46.4K
|
16.9K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
642New |
$39.2K - $43.4K
|
642
$40.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
632+ 1.41% |
$38.6K - $42.7K
|
45.5K
$2.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
612+ 8.09% |
$37.4K - $41.4K
|
8.18K
$519K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
562+ 9.88% |
$34.3K - $38K
|
6.25K
$397K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
546+ 13.77% |
$33.3K - $36.9K
|
4.51K
$286K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
465+ 4.46% |
$28.4K - $31.4K
|
10.9K
$692K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
464+ 9.07% |
$28.3K - $31.4K
|
5.58K
$354K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
457+ 209.63% |
$27.9K - $30.9K
|
675
$42.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
420+ 1.58% |
$25.6K - $28.4K
|
26.9K
$1.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
316+ 10.01% |
$19.3K - $21.4K
|
3.47K
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
303+ 0.69% |
$18.5K - $20.5K
|
44.2K
$2.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
276+ 17.17% |
$16.8K - $18.7K
|
1.88K
$120K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
258+ 0.63% |
$15.7K - $17.4K
|
41.2K
$2.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
202+ 4.87% |
$12.3K - $13.7K
|
4.35K
$276K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
169+ 0.7% |
$10.3K - $11.4K
|
24.4K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
162+ 8.0% |
$9.89K - $10.9K
|
2.19K
$139K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
137+ 0.27% |
$8.36K - $9.26K
|
51K
$3.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
36+ 0.4% |
$2.2K - $2.43K
|
8.96K
$569K
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
22+ 0.39% |
$1.34K - $1.49K
|
5.6K
$355K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
13+ 0.41% |
$793 - $879
|
3.22K
$204K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.3% |
$610 - $676
|
3.39K
$215K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
10+ 0.13% |
$610 - $676
|
7.73K
$491K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 20.0% |
$183 - $203
|
18
$1.14K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1Closed |
$61 - $67.6
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14- 5.76% |
$854 - $946
|
229
$14.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-29- 0.13% |
$1.77K - $1.96K
|
21.6K
$1.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-31- 0.36% |
$1.89K - $2.1K
|
8.47K
$538K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-74- 1.51% |
$4.52K - $5K
|
4.83K
$307K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-98Closed |
$5.98K - $6.62K
|
0
$0
|