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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.47K- 6.76% |
$152K - $166K
|
34.1K
$2.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.3K+ 10.16% |
$1.07M - $1.16M
|
188K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.83K+ 3.86% |
$112K - $122K
|
49.1K
$3.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
33New |
$2.03K - $2.21K
|
33
$2.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-376- 2.84% |
$23.1K - $25.2K
|
12.9K
$936K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.32K- 96.89% |
$451K - $490K
|
235
$17.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-490- 13.3% |
$30.2K - $32.8K
|
3.2K
$233K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-112- 7.02% |
$6.89K - $7.5K
|
1.48K
$108K
|
|
|
Nov 13, 2025
Q3 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-177- 0.67% |
$10.9K - $11.9K
|
26.4K
$1.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
431+ 1105.13% |
$26.5K - $28.9K
|
470
$34.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.45K- 12.28% |
$89K - $96.7K
|
10.3K
$751K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.07K- 3.41% |
$374K - $406K
|
172K
$12.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-60- 0.09% |
$3.69K - $4.02K
|
66K
$4.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-629- 13.76% |
$38.7K - $42.1K
|
3.94K
$287K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
189+ 5.55% |
$11.6K - $12.7K
|
3.6K
$262K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.1K- 6.47% |
$1.12M - $1.21M
|
262K
$19.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.09K- 25.83% |
$252K - $274K
|
11.8K
$856K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
255+ 3.92% |
$15.7K - $17.1K
|
6.76K
$492K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
109+ 3.13% |
$6.71K - $7.3K
|
3.6K
$262K
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
8.29KNew |
$510K - $555K
|
8.29K
$603K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.3K- 32.64% |
$388K - $422K
|
13K
$946K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
638+ 6.23% |
$39.3K - $42.7K
|
10.9K
$791K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.05K- 51.45% |
$64.6K - $70.3K
|
991
$72.1K
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-929- 20.12% |
$57.2K - $62.2K
|
3.69K
$268K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.04K+ 16.07% |
$310K - $337K
|
36.4K
$2.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14.3K- 46.43% |
$878K - $955K
|
16.5K
$1.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.04% |
$61.6 - $67
|
2.46K
$179K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.6K+ 40.41% |
$1.88M - $2.05M
|
106K
$7.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.19K- 2.49% |
$196K - $214K
|
125K
$9.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-18.4K- 13.67% |
$1.13M - $1.23M
|
116K
$8.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
137+ 7.28% |
$8.43K - $9.17K
|
2.02K
$147K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
65K+ 94.02% |
$4M - $4.35M
|
134K
$9.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-20.8K- 14.46% |
$1.28M - $1.39M
|
123K
$8.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
317+ 2.91% |
$19.5K - $21.2K
|
11.2K
$816K
|
|
|
Nov 12, 2025
Q3 2025
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-129- 1.75% |
$7.94K - $8.64K
|
7.23K
$526K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-651- 12.1% |
$40.1K - $43.6K
|
4.73K
$344K
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
211+ 4.84% |
$13K - $14.1K
|
4.57K
$333K
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-5.76K- 57.91% |
$355K - $386K
|
4.19K
$305K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.39K+ 27.3% |
$85.3K - $92.8K
|
6.46K
$470K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
151+ 139.81% |
$9.3K - $10.1K
|
259
$18.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-200- 33.33% |
$12.3K - $13.4K
|
400
$29.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.97K- 40.64% |
$183K - $199K
|
4.34K
$316K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
5.06KNew |
$312K - $339K
|
5.06K
$368K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.16K- 10.27% |
$133K - $144K
|
18.8K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.1KNew |
$191K - $208K
|
3.1K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.33% |
$800 - $870
|
3.92K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.33% |
$61.6 - $67
|
304
$22.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.44K- 33.63% |
$150K - $163K
|
4.82K
$351K
|
|
|
Nov 12, 2025
Q3 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
130+ 2.23% |
$8K - $8.7K
|
5.95K
$433K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.1K- 9.72% |
$67.6K - $73.5K
|
10.2K
$742K
|
|