Purchases and Sales Made in Q3 2024 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
141+ 3.43% |
$9.51K - $10.5K
|
4.26K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
135+ 2.81% |
$9.1K - $10K
|
4.94K
$341K
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
123+ 0.07% |
$8.29K - $9.13K
|
169K
$11.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
120+ 1.9% |
$8.09K - $8.91K
|
6.44K
$445K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
82+ 0.36% |
$5.53K - $6.09K
|
23.1K
$1.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70+ 0.47% |
$4.72K - $5.2K
|
15.1K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
70+ 2.54% |
$4.72K - $5.2K
|
2.83K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
67+ 0.81% |
$4.52K - $4.97K
|
8.38K
$579K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
60+ 81.08% |
$4.05K - $4.45K
|
134
$9.26K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
60+ 0.23% |
$4.05K - $4.45K
|
26.5K
$1.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
55+ 1.71% |
$3.71K - $4.08K
|
3.27K
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50+ 100.0% |
$3.37K - $3.71K
|
100
$6.91K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
43+ 1.24% |
$2.9K - $3.19K
|
3.5K
$242K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
31+ 0.48% |
$2.09K - $2.3K
|
6.43K
$444K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
30+ 0.35% |
$2.02K - $2.23K
|
8.72K
$602K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
28+ 0.7% |
$1.89K - $2.08K
|
4.05K
$280K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 24.14% |
$1.89K - $2.08K
|
144
$9.95K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
26+ 1.58% |
$1.75K - $1.93K
|
1.67K
$115K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
22+ 0.7% |
$1.48K - $1.63K
|
3.18K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
21+ 0.48% |
$1.42K - $1.56K
|
4.36K
$301K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
19+ 0.36% |
$1.28K - $1.41K
|
5.37K
$371K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.25% |
$1.15K - $1.26K
|
6.79K
$469K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
16+ 0.07% |
$1.08K - $1.19K
|
21.6K
$1.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16New |
$1.08K - $1.19K
|
16
$1.11K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
15New |
$1.01K - $1.11K
|
15
$1.04K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15+ 0.29% |
$1.01K - $1.11K
|
5.14K
$355K
|
|
|
Oct 31, 2024
Q3 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.34% |
$877 - $965
|
3.87K
$267K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12+ 0.33% |
$809 - $891
|
3.62K
$250K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
11+ 0.35% |
$742 - $817
|
3.15K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.25% |
$405 - $445
|
2.42K
$167K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6+ 0.19% |
$405 - $445
|
3.24K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3+ 0.05% |
$202 - $223
|
5.75K
$397K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.22% |
$202 - $223
|
1.38K
$95.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3+ 0.58% |
$202 - $223
|
524
$36.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.34% |
$135 - $148
|
582
$40.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.26% |
$135 - $148
|
765
$52.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.12% |
$67.4 - $74.2
|
869
$60K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.18% |
$67.4 - $74.2
|
545
$37.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.07% |
$67.4 - $74.2
|
1.53K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.01% |
$67.4 - $74.2
|
7.36K
$508K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.45% |
$539 - $594
|
1.76K
$122K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-23- 9.09% |
$1.55K - $1.71K
|
230
$15.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25- 1.68% |
$1.69K - $1.86K
|
1.47K
$101K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-30- 0.59% |
$2.02K - $2.23K
|
5.03K
$348K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-31- 0.43% |
$2.09K - $2.3K
|
7.1K
$491K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-38- 1.27% |
$2.56K - $2.82K
|
2.95K
$204K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-40- 1.24% |
$2.7K - $2.97K
|
3.17K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-49- 0.9% |
$3.3K - $3.64K
|
5.42K
$374K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-50- 1.05% |
$3.37K - $3.71K
|
4.7K
$324K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-57- 0.65% |
$3.84K - $4.23K
|
8.73K
$603K
|