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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-598Closed |
$35.1K - $38.2K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-5Closed |
$294 - $319
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-21.8KClosed |
$1.28M - $1.39M
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-133KClosed |
$7.82M - $8.5M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-375Closed |
$22K - $23.9K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.78KClosed |
$163K - $178K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-245Closed |
$14.4K - $15.6K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Lvz, Inc.
|
SELL
|
- |
-158KClosed |
$9.25M - $10.1M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-34Closed |
$1.91K - $2.08K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.66KClosed |
$206K - $224K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-104KClosed |
$5.84M - $6.34M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-250Closed |
$14.1K - $15.3K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
50+ 23.36% |
$2.81K - $3.05K
|
264
$17.5K
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.17KClosed |
$65.9K - $71.5K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
141New |
$7.93K - $8.61K
|
141
$9.34K
|
|
|
Apr 28, 2021
Q1 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
20New |
$1.13K - $1.22K
|
20
$1.32K
|
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
426New |
$24K - $26K
|
426
$28.2K
|
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-347Closed |
$19.5K - $21.2K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
G&S Capital LLC
|
SELL
|
- |
-24.9KClosed |
$1.4M - $1.52M
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-75Closed |
$4.22K - $4.58K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-437Closed |
$22.4K - $25.2K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-101Closed |
$5.18K - $5.83K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Keybank National Association
|
SELL
|
- |
-8.54KClosed |
$438K - $493K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-4Closed |
$205 - $231
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-340Closed |
$17.4K - $19.6K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-69Closed |
$3.54K - $3.98K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Newfound Research LLC
|
SELL
|
- |
-21.5KClosed |
$1.1M - $1.24M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Sep 23, 2021
Q3 2020
|
Systelligence, LLC
|
SELL
|
- |
-40.8KClosed |
$2.05M - $2.21M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-50Closed |
$2.51K - $2.71K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-15KClosed |
$753K - $812K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
16New |
$803 - $866
|
16
$1.06K
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-500Closed |
$25.1K - $27.1K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-142KClosed |
$7.11M - $7.67M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-15Closed |
$753 - $812
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-450Closed |
$22.6K - $24.3K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2Closed |
$100 - $108
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-150Closed |
$7.53K - $8.12K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.2KClosed |
$261K - $282K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Apr 19, 2024
Q2 2020
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.8KClosed |
$322K - $399K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
20New |
$824 - $1.02K
|
20
$1.32K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.37KClosed |
$56.4K - $70K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
6+ 17.65% |
$247 - $307
|
40
$2.65K
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.8KClosed |
$693K - $860K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-21.9KClosed |
$902K - $1.12M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-367Closed |
$15.1K - $18.8K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-6Closed |
$247 - $307
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Planning Directions Inc
|
SELL
|
- |
-5.57KClosed |
$230K - $285K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-33.2KClosed |
$1.37M - $1.7M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.57K- 90.89% |
$93.1K - $132K
|
258
$17.1K
|
|
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.03MClosed |
$73.5M - $104M
|
0
$0
|
|