Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Msci Hea (FHLC)

FHLC Quotes by TradingView

This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q4 2023. 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 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
11
New
$633 - $712
11 $765
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
6
+ 0.25%
$345 - $388
2.4K $167K
Feb 09, 2024 Q4 2023
Assetmark, Inc

BUY
 -
4
+ 12.9%
$230 - $259
35 $2.43K
Jan 31, 2024 Q4 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
2
+ 0.35%
$115 - $129
576 $40K
Feb 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
2
+ 0.26%
$115 - $129
759 $52.8K
May 24, 2024 Q4 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
2
+ 0.35%
$115 - $129
576 $40K
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
BUY
 -
1
+ 0.33%
$57.5 - $64.7
301 $20.9K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
1
+ 0.3%
$57.5 - $64.7
338 $23.5K
Feb 14, 2024 Q4 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
1
+ 0.03%
$57.5 - $64.7
3.53K $245K
Feb 01, 2024 Q4 2023
Element Wealth, LLC

BUY
 -
1
+ 0.44%
$57.5 - $64.7
228 $15.8K
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

SELL
 -
-5
- 0.13%
$288 - $324
3.87K $269K
Feb 14, 2024 Q4 2023
Colonial Trust CO / Sc

Spartanburg, SC
SELL
 -
-21
- 1.67%
$1.21K - $1.36K
1.24K $86.2K
Feb 09, 2024 Q4 2023
Wbi Investments, Inc.

SELL
 -
-24
- 0.11%
$1.38K - $1.55K
21.8K $1.52M
Feb 05, 2024 Q4 2023
Gilbert & Cook, Inc.

SELL
 -
-29
- 0.65%
$1.67K - $1.88K
4.44K $308K
Feb 14, 2024 Q4 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-34
Closed
$1.96K - $2.2K
0 $0
Feb 01, 2024 Q4 2023
New Square Capital LLC

SELL
 -
-52
- 15.62%
$2.99K - $3.37K
281 $19.5K
Jan 18, 2024 Q4 2023
Wealth Care Investment Partners, LLC

SELL
 -
-55
- 1.15%
$3.16K - $3.56K
4.71K $327K
Feb 14, 2024 Q4 2023
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-56
- 0.21%
$3.22K - $3.62K
27.2K $1.89M
Jan 17, 2024 Q4 2023
Hilltop Wealth Advisors, LLC

SELL
 -
-69
- 1.93%
$3.97K - $4.47K
3.51K $244K
Feb 12, 2024 Q4 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-70
- 8.27%
$4.03K - $4.53K
776 $53.9K
Jan 22, 2024 Q4 2023
Secure Asset Management, LLC

SELL
 -
-76
- 0.99%
$4.37K - $4.92K
7.58K $527K
Feb 13, 2024 Q4 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-78
- 0.56%
$4.49K - $5.05K
13.9K $967K
Feb 13, 2024 Q4 2023
Per Stirling Capital Management, Llc.

Austin, TX
SELL
 -
-94
- 1.81%
$5.41K - $6.08K
5.1K $354K
Jan 19, 2024 Q4 2023
Pfg Advisors

SELL
 -
-98
- 2.04%
$5.64K - $6.34K
4.7K $327K
Jan 19, 2024 Q4 2023
Signature Wealth Management Partners, LLC

SELL
 -
-103
- 0.4%
$5.92K - $6.67K
25.6K $1.78M
Feb 14, 2024 Q4 2023
Comerica Bank

SELL
 -
-123
- 2.3%
$7.07K - $7.96K
5.23K $363K
Feb 26, 2024 Q4 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-124
- 0.31%
$7.13K - $8.03K
40.5K $2.82M
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-148
- 9.89%
$8.51K - $9.58K
1.35K $93.7K
Feb 07, 2024 Q4 2023
Pacific Sun Financial Corp

SELL
 -
-157
- 2.87%
$9.03K - $10.2K
5.32K $370K
Jan 11, 2024 Q4 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
SELL
 -
-166
- 3.67%
$9.55K - $10.7K
4.36K $303K
Mar 28, 2024 Q4 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-168
- 28.28%
$9.66K - $10.9K
426 $29.6K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

SELL
 -
-169
- 24.82%
$9.72K - $10.9K
512 $35.6K
Feb 12, 2024 Q4 2023
Cornerstone Planning Group LLC

Fairfield, NJ
SELL
 -
-171
- 58.36%
$9.84K - $11.1K
122 $8.48K
Feb 09, 2024 Q4 2023
Tbh Global Asset Management, LLC

Brentwood, TN
SELL
 -
-184
- 2.42%
$10.6K - $11.9K
7.42K $516K
Feb 06, 2024 Q4 2023
Spire Wealth Management

SELL
 -
-190
- 1.24%
$10.9K - $12.3K
15.2K $1.05M
Jan 18, 2024 Q4 2023
Atlas Brown,Inc.

SELL
 -
-210
- 0.92%
$12.1K - $13.6K
22.7K $1.58M
Feb 09, 2024 Q4 2023
Mai Capital Management

SELL
 -
-220
- 1.5%
$12.7K - $14.2K
14.4K $1M
Feb 09, 2024 Q4 2023
Congress Wealth Management LLC

Boston, MA
SELL
 -
-228
- 6.16%
$13.1K - $14.8K
3.47K $241K
Jan 25, 2024 Q4 2023
Sequoia Financial Advisors, LLC

SELL
 -
-262
- 4.27%
$15.1K - $17K
5.88K $409K
Jan 12, 2024 Q4 2023
Wealthstar Advisors, LLC

Plano, TX
SELL
 -
-290
- 2.63%
$16.7K - $18.8K
10.8K $747K
Feb 06, 2024 Q4 2023
National Bank Of Canada

SELL
 -
-340
- 4.85%
$19.6K - $22K
6.68K $464K
Feb 14, 2024 Q4 2023
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-356
- 6.83%
$20.5K - $23K
4.86K $337K
Feb 09, 2024 Q4 2023
Neuberger Berman Group LLC

New York, NY
SELL
 -
-388
- 10.07%
$22.3K - $25.1K
3.47K $241K
Feb 09, 2024 Q4 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-413
- 21.57%
$23.8K - $26.7K
1.5K $104K
Feb 06, 2024 Q4 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-414
- 3.11%
$23.8K - $26.8K
12.9K $897K
Jan 23, 2024 Q4 2023
Panoramic Investment Advisors, LLC

Denver, CO
SELL
 -
-432
- 9.24%
$24.8K - $28K
4.24K $295K
Jan 04, 2024 Q4 2023
Silverleafe Capital Partners, LLC

Memphis, TN
SELL
 -
-481
- 11.94%
$27.7K - $31.1K
3.55K $247K
Feb 08, 2024 Q4 2023
Exchange Capital Management, Inc.

SELL
 -
-481
- 0.84%
$27.7K - $31.1K
57.1K $3.97M
Feb 26, 2024 Q4 2023
Centaurus Financial, Inc.

SELL
 -
-500
- 23.56%
$28.8K - $32.4K
1.62K $113K

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