Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q4 2024. 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, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
71.3KNew |
$4.62M - $5.21M
|
71.3K
$4.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
68.8K+ 36.88% |
$4.46M - $5.02M
|
255K
$17.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
25.1K+ 62.43% |
$1.63M - $1.83M
|
65.3K
$4.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
6.05KNew |
$393K - $442K
|
6.05K
$411K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.18KNew |
$271K - $305K
|
4.18K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
4.16K+ 122.43% |
$270K - $304K
|
7.57K
$513K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.66K+ 8.36% |
$238K - $268K
|
47.5K
$3.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.44K+ 5.3% |
$93.4K - $105K
|
28.6K
$1.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.1K+ 33.27% |
$71.3K - $80.3K
|
4.41K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
1.07K+ 0.63% |
$69.5K - $78.3K
|
170K
$11.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.03K+ 16.34% |
$66.5K - $74.9K
|
7.3K
$495K
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.01K+ 21.07% |
$65.2K - $73.5K
|
5.78K
$392K
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
836+ 24.59% |
$54.2K - $61.1K
|
4.24K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
799+ 12.41% |
$51.8K - $58.4K
|
7.24K
$491K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
675New |
$43.8K - $49.3K
|
675
$45.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
576+ 11.57% |
$37.4K - $42.1K
|
5.55K
$377K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
281+ 0.87% |
$18.2K - $20.5K
|
32.6K
$2.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
277New |
$18K - $20.2K
|
277
$18.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
255+ 17.76% |
$16.5K - $18.6K
|
1.69K
$115K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
245+ 0.5% |
$15.9K - $17.9K
|
49.3K
$3.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
177+ 2.49% |
$11.5K - $12.9K
|
7.28K
$494K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
80+ 0.53% |
$5.19K - $5.84K
|
15.2K
$1.03M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$389 - $438
|
3.28K
$222K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$64.9 - $73
|
31.5K
$2.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 16.67% |
$6.48K - $7.3K
|
500
$33.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-101- 0.64% |
$6.55K - $7.38K
|
15.7K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-175- 1.31% |
$11.3K - $12.8K
|
13.2K
$895K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-182- 1.99% |
$11.8K - $13.3K
|
8.96K
$607K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-207- 5.13% |
$13.4K - $15.1K
|
3.83K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-310- 3.38% |
$20.1K - $22.6K
|
8.88K
$602K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-834- 3.61% |
$54.1K - $60.9K
|
22.2K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.12K- 26.24% |
$72.4K - $81.5K
|
3.14K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.36K- 19.93% |
$88.1K - $99.2K
|
5.46K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.1K- 4.6% |
$136K - $154K
|
43.6K
$2.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.21K- 21.37% |
$143K - $162K
|
8.14K
$552K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-6.59K- 23.32% |
$427K - $481K
|
21.7K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-14.7K- 9.39% |
$956K - $1.08M
|
142K
$9.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-19.2K- 85.32% |
$1.24M - $1.4M
|
3.3K
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-49.7K- 93.08% |
$3.22M - $3.63M
|
3.69K
$250K
|