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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-105Closed |
$6.6K - $7.24K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-130- 1.58% |
$8.17K - $8.97K
|
8.08K
$564K
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-133Closed |
$8.36K - $9.17K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-136- 2.23% |
$8.54K - $9.38K
|
5.96K
$416K
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-169- 5.16% |
$10.6K - $11.7K
|
3.11K
$217K
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-173- 3.25% |
$10.9K - $11.9K
|
5.16K
$360K
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-181- 0.12% |
$11.4K - $12.5K
|
147K
$10.3M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-192Closed |
$12.1K - $13.2K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-200Closed |
$12.6K - $13.8K
|
0
$0
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-217Closed |
$13.6K - $15K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-220- 3.81% |
$13.8K - $15.2K
|
5.56K
$388K
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-229- 0.67% |
$14.4K - $15.8K
|
34.1K
$2.38M
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-233- 7.28% |
$14.6K - $16.1K
|
2.97K
$207K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-235Closed |
$14.8K - $16.2K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-261- 46.52% |
$16.4K - $18K
|
300
$20.9K
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-300Closed |
$18.8K - $20.7K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-302Closed |
$19K - $20.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-342Closed |
$21.5K - $23.6K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-344- 8.76% |
$21.6K - $23.7K
|
3.58K
$250K
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-385- 8.68% |
$24.2K - $26.6K
|
4.05K
$283K
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-392- 2.19% |
$24.6K - $27K
|
17.5K
$1.22M
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-407Closed |
$25.6K - $28.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-478- 42.45% |
$30K - $33K
|
648
$45.2K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-616- 21.76% |
$38.7K - $42.5K
|
2.22K
$155K
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-665- 0.75% |
$41.8K - $45.9K
|
87.5K
$6.11M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-669- 21.08% |
$42K - $46.1K
|
2.51K
$175K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-675- 2.4% |
$42.4K - $46.6K
|
27.4K
$1.92M
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-720Closed |
$45.2K - $49.7K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-731- 2.44% |
$45.9K - $50.4K
|
29.2K
$2.04M
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-750- 1.73% |
$47.1K - $51.7K
|
42.6K
$2.97M
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-753Closed |
$47.3K - $51.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-801- 5.69% |
$50.3K - $55.3K
|
13.3K
$927K
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-868- 9.19% |
$54.5K - $59.9K
|
8.58K
$599K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.19KClosed |
$74.6K - $81.9K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.22KClosed |
$76.4K - $83.9K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.25K- 9.04% |
$78.5K - $86.2K
|
12.6K
$878K
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-1.29K- 5.64% |
$81.1K - $89K
|
21.6K
$1.51M
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.4K- 9.18% |
$88K - $96.6K
|
13.9K
$967K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.43KClosed |
$89.8K - $98.6K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.62K- 6.28% |
$102K - $112K
|
24.2K
$1.69M
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.65K- 9.1% |
$103K - $114K
|
16.4K
$1.15M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.65K- 48.5% |
$104K - $114K
|
1.75K
$122K
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.15K- 3.34% |
$135K - $149K
|
62.3K
$4.35M
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.18K- 41.78% |
$137K - $150K
|
3.03K
$212K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.2K- 69.82% |
$138K - $152K
|
950
$66.3K
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.3K- 3.22% |
$144K - $159K
|
69.1K
$4.83M
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.46K- 6.36% |
$155K - $170K
|
36.3K
$2.53M
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.84K- 2.2% |
$178K - $196K
|
126K
$8.81M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-3.2K- 9.79% |
$201K - $221K
|
29.5K
$2.06M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.22K- 1.78% |
$202K - $222K
|
178K
$12.4M
|