Purchases and Sales Made in Q2 2020 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q2 2020. 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 |
---|---|---|---|---|---|---|---|
Jul 08, 2020
Q2 2020
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
3.95K+ 43.58% |
$163K - $202K
|
13K
$864K
|
|
Jul 28, 2020
Q2 2020
|
Charles Schwab Trust CO
|
BUY
|
- |
3.84K+ 52.53% |
$158K - $197K
|
11.2K
$740K
|
|
Aug 03, 2020
Q2 2020
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.75K+ 4.66% |
$155K - $192K
|
84.3K
$5.59M
|
|
Jul 31, 2020
Q2 2020
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.39K+ 69.59% |
$140K - $173K
|
8.26K
$548K
|
|
Mar 28, 2023
Q2 2020
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.6K+ 28.79% |
$107K - $133K
|
11.6K
$770K
|
|
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.24KNew |
$92.4K - $115K
|
2.24K
$149K
|
|
Aug 05, 2020
Q2 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
1.82K+ 4.38% |
$75.2K - $93.4K
|
43.5K
$2.88M
|
|
Aug 13, 2020
Q2 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.6K+ 6.82% |
$66K - $82K
|
25.1K
$1.66M
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.57KNew |
$64.6K - $80.2K
|
1.57K
$104K
|
|
Aug 13, 2020
Q2 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.55KNew |
$63.7K - $79.1K
|
1.55K
$103K
|
|
Aug 13, 2020
Q2 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.31K+ 11.31% |
$54.1K - $67.2K
|
12.9K
$857K
|
|
Aug 14, 2020
Q2 2020
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.08K+ 3.89% |
$44.5K - $55.2K
|
28.8K
$1.91M
|
|
Aug 07, 2020
Q2 2020
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
811+ 7.56% |
$33.4K - $41.5K
|
11.5K
$766K
|
|
Jul 14, 2020
Q2 2020
|
Reitz Capital Advisors LLC
|
BUY
|
- |
785New |
$32.3K - $40.2K
|
785
$52.1K
|
|
Aug 19, 2020
Q2 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
650New |
$26.8K - $33.3K
|
650
$43.1K
|
|
Jul 21, 2020
Q2 2020
|
Atlas Brown,Inc.
|
BUY
|
- |
638+ 2.33% |
$26.3K - $32.7K
|
28.1K
$1.86M
|
|
Aug 12, 2020
Q2 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
632+ 6320.0% |
$26K - $32.4K
|
642
$42.6K
|
|
Jul 27, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
BUY
|
- |
591New |
$24.4K - $30.3K
|
591
$39.2K
|
|
Jul 20, 2020
Q2 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
530+ 13.32% |
$21.8K - $27.1K
|
4.51K
$299K
|
|
Jul 27, 2020
Q2 2020
|
Canton Hathaway, LLC
|
BUY
|
- |
500+ 3.37% |
$20.6K - $25.6K
|
15.3K
$1.02M
|
|
Jul 27, 2020
Q2 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
469+ 84.66% |
$19.3K - $24K
|
1.02K
$67.9K
|
|
Aug 14, 2020
Q2 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
448New |
$18.5K - $22.9K
|
448
$29.7K
|
|
Jul 16, 2020
Q2 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
300New |
$12.4K - $15.4K
|
300
$19.9K
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
289+ 6.2% |
$11.9K - $14.8K
|
4.95K
$328K
|
|
Aug 14, 2020
Q2 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
268New |
$11K - $13.7K
|
268
$17.8K
|
|
Aug 06, 2020
Q2 2020
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
255+ 1.13% |
$10.5K - $13.1K
|
22.9K
$1.52M
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
232+ 166.91% |
$9.56K - $11.9K
|
371
$24.6K
|
|
Aug 14, 2020
Q2 2020
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
212+ 1.52% |
$8.74K - $10.9K
|
14.1K
$936K
|
|
Aug 14, 2020
Q2 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
205New |
$8.45K - $10.5K
|
205
$13.6K
|
|
Jul 17, 2020
Q2 2020
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
150New |
$6.18K - $7.68K
|
150
$9.95K
|
|
Sep 15, 2021
Q2 2020
|
Cwm, LLC
|
BUY
|
- |
133+ 2660.0% |
$5.48K - $6.81K
|
138
$9.15K
|
|
Jul 28, 2020
Q2 2020
|
Baystate Wealth Management LLC
|
BUY
|
- |
104New |
$4.29K - $5.32K
|
104
$6.9K
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
100New |
$4.12K - $5.12K
|
100
$6.63K
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
54+ 14.06% |
$2.23K - $2.76K
|
438
$29.1K
|
|
Aug 14, 2020
Q2 2020
|
Principle Wealth Partners LLC
|
BUY
|
- |
50New |
$2.06K - $2.56K
|
50
$3.32K
|
|
Jan 09, 2024
Q2 2020
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
41New |
$1.69K - $2.1K
|
41
$2.72K
|
|
Jul 28, 2020
Q2 2020
|
Ironwood Financial, LLC
|
BUY
|
- |
24+ 2.0% |
$989 - $1.23K
|
1.22K
$81.2K
|
|
Jul 13, 2020
Q2 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
20+ 0.29% |
$824 - $1.02K
|
6.84K
$453K
|
|
Aug 17, 2020
Q2 2020
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
20New |
$824 - $1.02K
|
20
$1.33K
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20New |
$824 - $1.02K
|
20
$1.33K
|
|
Aug 13, 2020
Q2 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
15New |
$618 - $768
|
15
$995
|
|
Jul 17, 2024
Q2 2020
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9+ 4.46% |
$371 - $461
|
211
$14K
|
|
Aug 11, 2020
Q2 2020
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
6+ 17.65% |
$247 - $307
|
40
$2.65K
|
|
Aug 11, 2020
Q2 2020
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2+ 0.02% |
$82.4 - $102
|
8.82K
$585K
|
|
Aug 13, 2020
Q2 2020
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2New |
$82.4 - $102
|
2
$133
|
|
Aug 12, 2020
Q2 2020
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.81% |
$41.2 - $51.2
|
125
$8.29K
|
|
Aug 11, 2020
Q2 2020
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.23% |
$41.2 - $51.2
|
432
$28.7K
|
|
Aug 06, 2020
Q2 2020
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.46% |
$41.2 - $51.2
|
217
$14.4K
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.1% |
$41.2 - $51.2
|
1.01K
$67.1K
|
|
Jul 29, 2020
Q2 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-6Closed |
$247 - $307
|
0
$0
|