Purchases and Sales Made in Q4 2025 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
55.7K+ 19.19% |
$3.8M - $4.08M
|
346K
$25.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.7K+ 164.3% |
$801K - $861K
|
18.9K
$1.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
11.6K+ 4.05% |
$791K - $850K
|
298K
$21.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
7.64K+ 3.72% |
$521K - $560K
|
213K
$15.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.54K+ 2.34% |
$446K - $479K
|
285K
$20.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.83K+ 272.85% |
$397K - $427K
|
7.96K
$580K
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
5.62K+ 3.79% |
$383K - $412K
|
154K
$11.2M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
4.79KNew |
$326K - $351K
|
4.79K
$348K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
4.15KNew |
$283K - $304K
|
4.15K
$302K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
3.16K+ 29.77% |
$215K - $231K
|
13.8K
$1M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.89KNew |
$197K - $212K
|
2.89K
$210K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.85K+ 44.09% |
$194K - $209K
|
9.31K
$678K
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.75KNew |
$188K - $202K
|
2.75K
$200K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.73KNew |
$186K - $200K
|
2.73K
$199K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.45K+ 5.51% |
$99K - $106K
|
27.8K
$2.02M
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.42K+ 2.47% |
$96.6K - $104K
|
58.9K
$4.28M
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.36K+ 25.27% |
$92.9K - $99.8K
|
6.75K
$491K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.34K+ 248.61% |
$91.4K - $98.2K
|
1.88K
$137K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.01K+ 27.85% |
$69.1K - $74.2K
|
4.65K
$338K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
961New |
$65.5K - $70.4K
|
961
$69.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
917+ 2.65% |
$62.5K - $67.2K
|
35.6K
$2.59M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
775+ 13.2% |
$52.8K - $56.8K
|
6.64K
$483K
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
265+ 1.08% |
$18.1K - $19.4K
|
24.8K
$1.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
234+ 2.93% |
$16K - $17.1K
|
8.23K
$599K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
232+ 1.8% |
$15.8K - $17K
|
13.1K
$953K
|
|
|
Jan 09, 2026
Q4 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
228+ 5.08% |
$15.5K - $16.7K
|
4.72K
$343K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
147+ 0.6% |
$10K - $10.8K
|
24.6K
$1.79M
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
65+ 10.2% |
$4.43K - $4.76K
|
702
$51.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
53+ 1.59% |
$3.61K - $3.88K
|
3.38K
$246K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
53+ 24.31% |
$3.61K - $3.88K
|
271
$19.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
49New |
$3.34K - $3.59K
|
49
$3.57K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
39+ 0.41% |
$2.66K - $2.86K
|
9.44K
$687K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
25+ 7.69% |
$1.7K - $1.83K
|
350
$25.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
25+ 1.95% |
$1.7K - $1.83K
|
1.31K
$95K
|
|
|
Jan 12, 2026
Q4 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
21+ 0.37% |
$1.43K - $1.54K
|
5.64K
$410K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20+ 1.49% |
$1.36K - $1.47K
|
1.37K
$99.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.24% |
$68.2 - $73.3
|
420
$30.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1+ 0.01% |
$68.2 - $73.3
|
8.35K
$608K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.35% |
$68.2 - $73.3
|
288
$21K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3- 1.48% |
$205 - $220
|
200
$14.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-7- 0.09% |
$477 - $513
|
7.79K
$567K
|
|
|
Jan 20, 2026
Q4 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-15- 0.11% |
$1.02K - $1.1K
|
14.2K
$1.04M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-45- 1.38% |
$3.07K - $3.3K
|
3.22K
$234K
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-88- 0.87% |
$6K - $6.45K
|
10K
$728K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-127- 0.28% |
$8.66K - $9.31K
|
45.7K
$3.32M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-128- 3.87% |
$8.73K - $9.38K
|
3.18K
$232K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-209- 5.01% |
$14.3K - $15.3K
|
3.96K
$288K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-228- 0.92% |
$15.5K - $16.7K
|
24.7K
$1.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-230- 5.86% |
$15.7K - $16.9K
|
3.69K
$269K
|
|
|
Jan 23, 2026
Q4 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-320- 2.55% |
$21.8K - $23.4K
|
12.2K
$889K
|
|