Latest Institutional Transactions on Fidelity Covington Tr Msci Hea (FHLC)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Hea (FHLC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
359+ 25.88% |
$23.5K - $25.4K
|
1.75K
$111K
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
10K+ 1.8% |
$656K - $708K
|
567K
$36M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
362+ 2.5% |
$23.7K - $25.6K
|
14.9K
$943K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.12% |
$262 - $283
|
3.38K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
12+ 0.38% |
$785 - $848
|
3.18K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-9.18K- 42.35% |
$601K - $649K
|
12.5K
$793K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
18+ 0.21% |
$1.18K - $1.27K
|
8.4K
$533K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-540- 3.56% |
$35.3K - $38.1K
|
14.6K
$927K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.16KNew |
$207K - $223K
|
3.16K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-147K- 89.21% |
$9.63M - $10.4M
|
17.8K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
44+ 0.13% |
$2.88K - $3.11K
|
32.7K
$2.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
170+ 2.52% |
$11.1K - $12K
|
6.9K
$438K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.17K- 12.48% |
$273K - $294K
|
29.2K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.04K+ 7.92% |
$133K - $144K
|
27.7K
$1.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
23+ 0.43% |
$1.51K - $1.62K
|
5.34K
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.67KNew |
$109K - $118K
|
1.67K
$106K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.13K+ 2.27% |
$73.8K - $79.6K
|
50.9K
$3.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
SELL
|
- |
-477- 7.88% |
$31.2K - $33.7K
|
5.58K
$354K
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-761- 0.45% |
$49.8K - $53.8K
|
169K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-6- 1.03% |
$393 - $424
|
578
$36.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
98+ 67.59% |
$6.41K - $6.92K
|
243
$15.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-347- 0.84% |
$22.7K - $24.5K
|
40.9K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-750- 4.41% |
$49.1K - $53K
|
16.3K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.28K- 9.67% |
$83.6K - $90.2K
|
11.9K
$757K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
332+ 4.59% |
$21.7K - $23.5K
|
7.57K
$480K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
6.79K+ 27.11% |
$445K - $480K
|
31.9K
$2.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
193New |
$12.6K - $13.6K
|
193
$12.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.84K+ 9.81% |
$317K - $342K
|
54.1K
$3.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-700- 18.71% |
$45.8K - $49.4K
|
3.04K
$193K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
3.04K+ 40.15% |
$199K - $215K
|
10.6K
$673K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.87K+ 87466.67% |
$515K - $556K
|
7.88K
$500K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-73- 0.27% |
$4.78K - $5.16K
|
26.5K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.28K+ 29.14% |
$84K - $90.7K
|
5.69K
$361K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-36.5K- 76.85% |
$2.39M - $2.58M
|
11K
$697K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-1.14K- 6.14% |
$74.9K - $80.8K
|
17.5K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
14.6K+ 8.93% |
$953K - $1.03M
|
178K
$11.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
1.83KNew |
$120K - $129K
|
1.83K
$116K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-35- 0.41% |
$2.29K - $2.47K
|
8.5K
$539K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-641- 2.88% |
$41.9K - $45.3K
|
21.6K
$1.37M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
148+ 32.74% |
$9.69K - $10.5K
|
600
$38.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-88- 2.08% |
$5.76K - $6.22K
|
4.15K
$263K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-25.1K- 38.44% |
$1.64M - $1.77M
|
40.2K
$2.55M
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.87KNew |
$316K - $356K
|
4.87K
$309K
|
|
|
Apr 11, 2025
Q4 2024
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
165KNew |
$10.7M - $12.1M
|
165K
$10.5M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
704New |
$45.7K - $51.4K
|
704
$44.7K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-60- 44.78% |
$3.89K - $4.38K
|
74
$4.7K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
80New |
$5.19K - $5.84K
|
80
$5.08K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
9.23KNew |
$599K - $674K
|
9.23K
$586K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.29% |
$454 - $511
|
2.42K
$154K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
722New |
$46.8K - $52.7K
|
722
$45.8K
|
|