Purchases and Sales Made in Q4 2021 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
3.62KNew |
$227K - $249K
|
3.62K
$245K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.62KNew |
$227K - $249K
|
3.62K
$245K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.4KNew |
$213K - $234K
|
3.4K
$230K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.37K+ 6.92% |
$212K - $233K
|
52.1K
$3.53M
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.37K+ 1.59% |
$211K - $232K
|
215K
$14.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
3.36K+ 19.12% |
$211K - $232K
|
21K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
3.35K+ 4.19% |
$211K - $231K
|
83.4K
$5.65M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.32KNew |
$208K - $229K
|
3.32K
$225K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.3KNew |
$207K - $227K
|
3.3K
$223K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.17KNew |
$199K - $219K
|
3.17K
$215K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
3.13K+ 10.88% |
$197K - $216K
|
31.9K
$2.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.03KNew |
$191K - $209K
|
3.03K
$206K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
3.02KNew |
$190K - $208K
|
3.02K
$205K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3KNew |
$188K - $207K
|
3K
$203K
|
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.98K+ 33.09% |
$187K - $206K
|
12K
$813K
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
2.8K+ 21.64% |
$176K - $193K
|
15.8K
$1.07M
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.73K+ 13.31% |
$171K - $188K
|
23.2K
$1.57M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.7K+ 10.71% |
$170K - $186K
|
27.9K
$1.89M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
2.63K+ 8.23% |
$165K - $181K
|
34.5K
$2.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.52K+ 13.65% |
$95.3K - $105K
|
12.6K
$856K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.41K+ 4.32% |
$88.7K - $97.4K
|
34.1K
$2.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.28K+ 0.22% |
$80.2K - $88.1K
|
593K
$40.2M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
1.27KNew |
$80K - $87.9K
|
1.27K
$86.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.17KNew |
$73.6K - $80.8K
|
1.17K
$79.4K
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.09K+ 7.61% |
$68.3K - $75K
|
15.4K
$1.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.02K+ 3.04% |
$64.3K - $70.6K
|
34.7K
$2.35M
|
|
|
Jan 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.02K+ 3.01% |
$63.8K - $70K
|
34.8K
$2.36M
|
|
|
Jan 19, 2022
Q4 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
992+ 5.17% |
$62.3K - $68.4K
|
20.2K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
877+ 24.31% |
$55.1K - $60.5K
|
4.48K
$304K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
775+ 2.58% |
$48.7K - $53.5K
|
30.8K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
750+ 5.1% |
$47.1K - $51.7K
|
15.5K
$1.05M
|
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
BUY
|
- |
715+ 3.28% |
$44.9K - $49.3K
|
22.5K
$1.52M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
700New |
$44K - $48.3K
|
700
$47.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
684+ 8.73% |
$43K - $47.2K
|
8.52K
$578K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
662+ 13.13% |
$41.6K - $45.7K
|
5.7K
$387K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
644+ 4.26% |
$40.5K - $44.4K
|
15.8K
$1.07M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
597New |
$37.5K - $41.2K
|
597
$40.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
469+ 1.39% |
$29.5K - $32.4K
|
34.1K
$2.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
415New |
$26.1K - $28.6K
|
415
$28.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
372+ 6.7% |
$23.4K - $25.7K
|
5.92K
$402K
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
367+ 1.62% |
$23.1K - $25.3K
|
23K
$1.56M
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
325+ 130.0% |
$20.4K - $22.4K
|
575
$39K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
324New |
$20.4K - $22.3K
|
324
$22K
|
|
|
Jan 25, 2022
Q4 2021
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
315+ 1.22% |
$19.8K - $21.7K
|
26.1K
$1.77M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
305+ 2.15% |
$19.2K - $21K
|
14.5K
$982K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
304+ 0.63% |
$19.1K - $21K
|
48.7K
$3.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
300New |
$18.8K - $20.7K
|
300
$20.3K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
277+ 1.74% |
$17.4K - $19.1K
|
16.2K
$1.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
250New |
$15.7K - $17.2K
|
250
$17K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
245+ 0.69% |
$15.4K - $16.9K
|
35.8K
$2.43M
|