Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Msci Hea (FHLC)
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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-517- 4.94% |
$29.7K - $33.5K
|
9.94K
$691K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-568- 10.39% |
$32.7K - $36.8K
|
4.9K
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-575- 16.43% |
$33.1K - $37.2K
|
2.93K
$203K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-602- 1.22% |
$34.6K - $39K
|
48.7K
$3.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-610- 15.65% |
$35.1K - $39.5K
|
3.29K
$229K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-619- 2.19% |
$35.6K - $40.1K
|
27.7K
$1.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-625- 3.74% |
$36K - $40.5K
|
16.1K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-643- 34.42% |
$37K - $41.6K
|
1.23K
$85.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-657- 80.61% |
$37.8K - $42.5K
|
158
$11K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-662- 14.57% |
$38.1K - $42.9K
|
3.88K
$270K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-670- 10.57% |
$38.5K - $43.4K
|
5.67K
$394K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-757- 18.79% |
$43.5K - $49K
|
3.27K
$227K
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-770- 10.9% |
$44.3K - $49.8K
|
6.29K
$437K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-778- 7.22% |
$44.8K - $50.4K
|
10K
$695K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-819- 9.15% |
$47.1K - $53K
|
8.13K
$565K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-895- 50.17% |
$51.5K - $57.9K
|
889
$61.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-956- 89.26% |
$55K - $61.9K
|
115
$7.99K
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.02K- 7.08% |
$58.4K - $65.8K
|
13.3K
$927K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.03K- 4.83% |
$59.1K - $66.5K
|
20.2K
$1.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.05K- 1.5% |
$60.6K - $68.2K
|
69.4K
$4.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.12K- 2.73% |
$64.1K - $72.2K
|
39.7K
$2.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.12K- 10.41% |
$64.4K - $72.5K
|
9.64K
$670K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.29K- 12.49% |
$73.9K - $83.2K
|
9K
$626K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.29K- 8.77% |
$74.2K - $83.5K
|
13.4K
$932K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.29K- 6.48% |
$74.4K - $83.8K
|
18.7K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.34K- 3.28% |
$77.1K - $86.8K
|
39.5K
$2.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.41K- 8.54% |
$80.9K - $91K
|
15K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.69K- 18.05% |
$97.3K - $109K
|
7.68K
$534K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.75K- 6.96% |
$101K - $113K
|
23.4K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.79K- 7.75% |
$103K - $116K
|
21.3K
$1.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-1.99K- 11.43% |
$114K - $128K
|
15.4K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.28K- 9.51% |
$131K - $148K
|
21.7K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.97K- 19.39% |
$171K - $192K
|
12.3K
$858K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.65K- 21.5% |
$210K - $236K
|
13.3K
$926K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-3.87K- 2.22% |
$223K - $250K
|
170K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.94K- 3.59% |
$227K - $255K
|
106K
$7.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.29K- 4.88% |
$304K - $343K
|
103K
$7.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.45K- 67.39% |
$313K - $353K
|
2.64K
$183K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.31K- 10.3% |
$363K - $409K
|
55K
$3.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.57K- 8.56% |
$378K - $425K
|
70.2K
$4.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.68K- 6.67% |
$384K - $433K
|
93.4K
$6.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-7.24K- 97.5% |
$417K - $469K
|
186
$12.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8K- 67.79% |
$460K - $518K
|
3.8K
$264K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.32K- 15.71% |
$478K - $538K
|
44.6K
$3.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-8.66K- 11.99% |
$498K - $560K
|
63.6K
$4.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-8.66K- 10.76% |
$498K - $561K
|
71.8K
$4.99M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8.71K- 20.87% |
$501K - $564K
|
33K
$2.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-10.1K- 6.62% |
$583K - $656K
|
143K
$9.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.3K- 61.37% |
$592K - $666K
|
6.48K
$450K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.5K- 12.24% |
$602K - $677K
|
75K
$5.22M
|