Purchases and Sales Made in Q4 2020 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q4 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.82K- 65.77% |
$93.1K - $105K
|
945
$64.9K
|
|
|
Feb 12, 2021
Q4 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.87K- 8.35% |
$96K - $108K
|
20.6K
$1.41M
|
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.1K- 24.91% |
$108K - $121K
|
6.33K
$435K
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.47K- 87.35% |
$127K - $143K
|
358
$24.6K
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-2.85K- 35.3% |
$146K - $164K
|
5.22K
$358K
|
|
|
Feb 16, 2021
Q4 2020
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.77K- 2.84% |
$193K - $218K
|
129K
$8.84M
|
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.81K- 5.16% |
$195K - $220K
|
70.1K
$4.82M
|
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
SELL
|
- |
-3.91K- 9.82% |
$200K - $226K
|
35.9K
$2.46M
|
|
|
Feb 11, 2021
Q4 2020
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.98K- 0.86% |
$204K - $230K
|
461K
$31.7M
|
|
|
Jan 20, 2021
Q4 2020
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-4.08K- 10.67% |
$209K - $236K
|
34.2K
$2.35M
|
|
|
Feb 01, 2021
Q4 2020
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.12KClosed |
$211K - $238K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-4.31KClosed |
$221K - $249K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.61K- 2.54% |
$236K - $266K
|
177K
$12.1M
|
|
|
Jan 14, 2021
Q4 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.24KClosed |
$269K - $303K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
55 I, LLC
Boston, MA |
SELL
|
- |
-5.66K- 10.28% |
$290K - $327K
|
49.4K
$3.39M
|
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.7K- 3.39% |
$292K - $329K
|
163K
$11.2M
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.97K- 21.58% |
$306K - $344K
|
21.7K
$1.49M
|
|
|
Feb 09, 2021
Q4 2020
|
Keybank National Association
|
SELL
|
- |
-8.54KClosed |
$438K - $493K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.84K- 20.26% |
$453K - $511K
|
34.8K
$2.39M
|
|
|
Feb 10, 2021
Q4 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9.71K- 23.37% |
$498K - $561K
|
31.8K
$2.19M
|
|
|
Jan 14, 2021
Q4 2020
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-15.9K- 15.06% |
$812K - $916K
|
89.4K
$6.14M
|
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
SELL
|
- |
-16.1K- 5.18% |
$825K - $930K
|
295K
$20.3M
|
|
|
Feb 08, 2021
Q4 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-21.1K- 12.35% |
$1.08M - $1.22M
|
150K
$10.3M
|
|
|
Jan 22, 2021
Q4 2020
|
Newfound Research LLC
|
SELL
|
- |
-21.5KClosed |
$1.1M - $1.24M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-27.6K- 20.06% |
$1.41M - $1.59M
|
110K
$7.55M
|
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-31.7K- 8.3% |
$1.62M - $1.83M
|
350K
$24.1M
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
SELL
|
- |
-35.4K- 34.22% |
$1.81M - $2.04M
|
68.1K
$4.68M
|
|
|
Jan 25, 2021
Q4 2020
|
Demars Financial Group, LLC
|
SELL
|
- |
-45.4K- 75.48% |
$2.33M - $2.62M
|
14.8K
$1.01M
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-48.5K- 69.29% |
$2.49M - $2.8M
|
21.5K
$1.48M
|
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59.9K- 9.57% |
$3.07M - $3.46M
|
566K
$38.9M
|
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-151K- 38.49% |
$7.74M - $8.72M
|
241K
$16.6M
|
|
|
Mar 23, 2023
Q4 2020
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-654K- 97.9% |
$33.5M - $37.8M
|
14K
$964K
|