Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q4 2022. 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 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
7New |
$405 - $462
|
7
$463
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6+ 10.34% |
$347 - $396
|
64
$4.24K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6+ 0.36% |
$347 - $396
|
1.66K
$110K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5New |
$289 - $330
|
5
$331
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
3+ 0.04% |
$173 - $198
|
7.03K
$466K
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2+ 0.05% |
$116 - $132
|
4.14K
$274K
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.35% |
$116 - $132
|
568
$37.6K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.22% |
$57.8 - $66
|
449
$29.7K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.04% |
$57.8 - $66
|
97
$6.42K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.45% |
$57.8 - $66
|
225
$14.9K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.25% |
$57.8 - $66
|
409
$27.1K
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.03% |
$57.8 - $66
|
3.52K
$233K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.4% |
$57.8 - $66
|
251
$16.6K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-9- 2.69% |
$520 - $594
|
326
$21.6K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25- 0.22% |
$1.45K - $1.65K
|
11.2K
$739K
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-28- 0.03% |
$1.62K - $1.85K
|
94.2K
$6.24M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-50- 47.62% |
$2.89K - $3.3K
|
55
$3.64K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-57- 0.27% |
$3.29K - $3.76K
|
21.2K
$1.4M
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-74- 9.43% |
$4.28K - $4.89K
|
711
$47.1K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-81- 0.64% |
$4.68K - $5.35K
|
12.7K
$838K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-108- 55.1% |
$6.24K - $7.13K
|
88
$5.83K
|
|
Jan 12, 2023
Q4 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-112- 0.06% |
$6.47K - $7.39K
|
175K
$11.6M
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-130- 0.86% |
$7.51K - $8.58K
|
15K
$990K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-167- 5.02% |
$9.65K - $11K
|
3.16K
$209K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-216- 5.16% |
$12.5K - $14.3K
|
3.97K
$263K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-221- 1.18% |
$12.8K - $14.6K
|
18.5K
$1.23M
|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-235- 4.67% |
$13.6K - $15.5K
|
4.79K
$317K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-255- 3.16% |
$14.7K - $16.8K
|
7.82K
$518K
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-265- 4.1% |
$15.3K - $17.5K
|
6.19K
$410K
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-278- 5.34% |
$16.1K - $18.4K
|
4.93K
$326K
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-330- 2.75% |
$19.1K - $21.8K
|
11.7K
$772K
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-336- 4.03% |
$19.4K - $22.2K
|
8K
$530K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-369- 1.32% |
$21.3K - $24.4K
|
27.6K
$1.83M
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-372- 0.99% |
$21.5K - $24.6K
|
37.2K
$2.46M
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-374- 2.26% |
$21.6K - $24.7K
|
16.2K
$1.07M
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-378- 6.52% |
$21.8K - $25K
|
5.42K
$359K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-380- 6.57% |
$22K - $25.1K
|
5.41K
$358K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-389- 2.61% |
$22.5K - $25.7K
|
14.5K
$962K
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-394- 3.42% |
$22.8K - $26K
|
11.1K
$736K
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-407- 3.14% |
$23.5K - $26.9K
|
12.6K
$832K
|
|
Jan 13, 2023
Q4 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-426- 0.32% |
$24.6K - $28.1K
|
132K
$8.76M
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-448- 5.78% |
$25.9K - $29.6K
|
7.31K
$484K
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-491- 10.18% |
$28.4K - $32.4K
|
4.33K
$287K
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-542- 1.19% |
$31.3K - $35.8K
|
45.1K
$2.99M
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-544- 2.23% |
$31.4K - $35.9K
|
23.9K
$1.58M
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-654- 0.79% |
$37.8K - $43.2K
|
81.9K
$5.42M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-667- 7.25% |
$38.6K - $44K
|
8.54K
$565K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-741- 2.91% |
$42.8K - $48.9K
|
24.7K
$1.64M
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-764- 18.36% |
$44.2K - $50.4K
|
3.4K
$225K
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-768- 2.64% |
$44.4K - $50.7K
|
28.3K
$1.87M
|