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 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.2K+ 9.9% |
$3.58M - $3.89M
|
646K
$47M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.29K- 2.48% |
$141K - $153K
|
89.9K
$6.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
287+ 75.33% |
$17.7K - $19.2K
|
668
$48.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15+ 0.35% |
$923 - $1K
|
4.34K
$315K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
6.31KNew |
$388K - $422K
|
6.31K
$459K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
4.06K+ 11.52% |
$250K - $272K
|
39.3K
$2.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.58K+ 6.96% |
$343K - $373K
|
85.7K
$6.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.8K- 30.28% |
$1.47M - $1.59M
|
54.8K
$3.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-67.5K- 49.06% |
$4.16M - $4.52M
|
70.1K
$5.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
144K+ 8.14% |
$8.89M - $9.67M
|
1.92M
$140M
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.47KNew |
$90.7K - $98.7K
|
1.47K
$107K
|
|
|
Nov 10, 2025
Q3 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-2.37K- 15.38% |
$146K - $159K
|
13K
$949K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-988- 4.16% |
$60.8K - $66.1K
|
22.8K
$1.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
147+ 6.72% |
$9.05K - $9.84K
|
2.33K
$170K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
986+ 31.47% |
$60.7K - $66K
|
4.12K
$300K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-127- 1.61% |
$7.82K - $8.5K
|
7.74K
$563K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-4.02K- 10.02% |
$247K - $269K
|
36.1K
$2.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-43.5K- 22.86% |
$2.68M - $2.91M
|
147K
$10.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
255+ 8.23% |
$15.7K - $17.1K
|
3.35K
$244K
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-1.38K- 6.66% |
$84.6K - $92.1K
|
19.3K
$1.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-109- 11.71% |
$6.71K - $7.3K
|
822
$59.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.8K- 30.77% |
$2.21M - $2.4M
|
80.6K
$5.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.88KNew |
$424K - $461K
|
6.88K
$501K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-910- 18.83% |
$56K - $60.9K
|
3.92K
$285K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.25K+ 15.93% |
$77K - $83.7K
|
9.1K
$662K
|
|
|
Nov 07, 2025
Q3 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
290+ 4.17% |
$17.9K - $19.4K
|
7.24K
$527K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4+ 0.08% |
$246 - $268
|
4.8K
$349K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
328KNew |
$20.2M - $21.9M
|
328K
$23.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.26KNew |
$201K - $218K
|
3.26K
$237K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.64KNew |
$224K - $243K
|
3.64K
$265K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
15.8K+ 15.86% |
$971K - $1.06M
|
115K
$8.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-193- 3.52% |
$11.9K - $12.9K
|
5.29K
$385K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
5New |
$308 - $335
|
5
$364
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-596- 2.28% |
$36.7K - $39.9K
|
25.6K
$1.86M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-767- 3.04% |
$47.2K - $51.4K
|
24.4K
$1.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-163- 49.24% |
$10K - $10.9K
|
168
$12.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
4.48K+ 5.2% |
$276K - $300K
|
90.5K
$6.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9+ 0.18% |
$554 - $603
|
4.9K
$356K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
208+ 2.54% |
$12.8K - $13.9K
|
8.39K
$610K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-117- 1.38% |
$7.2K - $7.83K
|
8.35K
$608K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
350+ 3.18% |
$21.5K - $23.4K
|
11.3K
$825K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
20+ 0.37% |
$1.23K - $1.34K
|
5.4K
$393K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1K+ 3.05% |
$61.7K - $67.2K
|
33.8K
$2.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-978- 6.9% |
$60.2K - $65.5K
|
13.2K
$961K
|
|
|
Nov 04, 2025
Q3 2025
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
100KNew |
$6.16M - $6.7M
|
100K
$7.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.44KNew |
$274K - $298K
|
4.44K
$323K
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
35+ 0.39% |
$2.15K - $2.34K
|
8.99K
$654K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.19K+ 20.06% |
$258K - $281K
|
25.1K
$1.83M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-513- 50.64% |
$31.6K - $34.3K
|
500
$36.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-17.3K- 60.1% |
$1.06M - $1.16M
|
11.5K
$834K
|
|