Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q2 2025. 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 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.88K+ 5.08% |
$237K - $262K
|
80.3K
$5.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.82K+ 14.29% |
$233K - $258K
|
30.6K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.73KNew |
$228K - $252K
|
3.73K
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
3.49KNew |
$213K - $236K
|
3.49K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
3.44KNew |
$210K - $233K
|
3.44K
$251K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.35KNew |
$204K - $226K
|
3.35K
$244K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.05K+ 52.56% |
$186K - $206K
|
8.85K
$644K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.98K+ 9.58% |
$182K - $202K
|
34.1K
$2.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.84K+ 47.96% |
$174K - $192K
|
8.77K
$638K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.67K+ 1191.96% |
$163K - $180K
|
2.89K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.51K+ 3.63% |
$153K - $170K
|
71.8K
$5.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.35K+ 10.47% |
$144K - $159K
|
24.8K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.15K+ 0.94% |
$131K - $145K
|
232K
$16.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.11K+ 3.89% |
$129K - $142K
|
56.3K
$4.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.56K+ 176.13% |
$95K - $105K
|
2.44K
$178K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.44K+ 11.32% |
$88K - $97.5K
|
14.2K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.41K+ 3.17% |
$86.1K - $95.3K
|
45.8K
$3.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.32K+ 35.18% |
$80.6K - $89.3K
|
5.08K
$369K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.29K+ 3.8% |
$78.9K - $87.3K
|
35.3K
$2.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
1.23K+ 0.74% |
$75.1K - $83.1K
|
167K
$12.2M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.21KNew |
$74K - $82K
|
1.21K
$88.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.16K+ 34.82% |
$70.9K - $78.5K
|
4.5K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.08K+ 11.35% |
$66K - $73.1K
|
10.6K
$772K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
1.02K+ 3.12% |
$62.2K - $68.9K
|
33.7K
$2.45M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.02K+ 8.26% |
$61.9K - $68.6K
|
13.3K
$968K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1KNew |
$61.3K - $67.9K
|
1K
$73.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
932+ 1.92% |
$56.9K - $63K
|
49.4K
$3.59M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
922+ 10.06% |
$56.3K - $62.3K
|
10.1K
$734K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
905+ 3.54% |
$55.2K - $61.2K
|
26.4K
$1.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
801+ 0.83% |
$48.9K - $54.1K
|
97.3K
$7.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
715+ 25.18% |
$43.6K - $48.3K
|
3.56K
$259K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
686+ 4.22% |
$41.9K - $46.4K
|
16.9K
$1.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
682New |
$41.6K - $46.1K
|
682
$49.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
677+ 11.7% |
$41.3K - $45.8K
|
6.46K
$470K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
642New |
$39.2K - $43.4K
|
642
$46.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
632+ 1.41% |
$38.6K - $42.7K
|
45.5K
$3.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
612+ 8.09% |
$37.4K - $41.4K
|
8.18K
$595K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
600New |
$36.6K - $40.6K
|
600
$43.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
586+ 2.18% |
$35.8K - $39.6K
|
27.4K
$2M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
562+ 9.88% |
$34.3K - $38K
|
6.25K
$455K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
546+ 13.77% |
$33.3K - $36.9K
|
4.51K
$328K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
531+ 1.72% |
$32.4K - $35.9K
|
31.4K
$2.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
523New |
$31.9K - $35.3K
|
523
$38.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
515+ 6.55% |
$31.4K - $34.8K
|
8.38K
$610K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
507+ 5.21% |
$30.9K - $34.3K
|
10.2K
$745K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
480+ 13.23% |
$29.3K - $32.4K
|
4.11K
$299K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
468New |
$28.6K - $31.6K
|
468
$34.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
465+ 4.46% |
$28.4K - $31.4K
|
10.9K
$793K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
464+ 9.07% |
$28.3K - $31.4K
|
5.58K
$406K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
457+ 209.63% |
$27.9K - $30.9K
|
675
$49.1K
|
|