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 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.7K+ 59.84% |
$4.23M - $4.6M
|
184K
$13.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-184- 4.23% |
$11.3K - $12.3K
|
4.17K
$303K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
155K+ 1765.47% |
$9.54M - $10.4M
|
164K
$11.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.54KNew |
$156K - $170K
|
2.54K
$184K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
151K+ 19.96% |
$9.29M - $10.1M
|
907K
$66M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.13K- 11.23% |
$193K - $210K
|
24.7K
$1.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-15.1K- 45.02% |
$930K - $1.01M
|
18.5K
$1.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
6+ 0.06% |
$369 - $402
|
10.1K
$734K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-23.4K- 18.86% |
$1.44M - $1.57M
|
101K
$7.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
13New |
$800 - $870
|
13
$946
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
16.2K+ 10.8% |
$995K - $1.08M
|
166K
$12.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.45KNew |
$212K - $231K
|
3.45K
$251K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3+ 0.44% |
$185 - $201
|
685
$49.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
911+ 3.45% |
$56.1K - $61K
|
27.3K
$1.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.22% |
$61.6 - $67
|
451
$32.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
433New |
$26.7K - $29K
|
433
$31.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-30- 0.67% |
$1.85K - $2.01K
|
4.48K
$326K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.46KNew |
$336K - $366K
|
5.46K
$397K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-532- 13.85% |
$32.7K - $35.6K
|
3.31K
$241K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.19K+ 14.93% |
$196K - $213K
|
24.5K
$1.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
11+ 0.06% |
$677 - $736
|
17K
$1.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.34% |
$123 - $134
|
582
$42.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.38K- 14.26% |
$84.8K - $92.3K
|
8.28K
$603K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
682+ 15.17% |
$42K - $45.7K
|
5.18K
$377K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-27.3K- 53.45% |
$1.68M - $1.83M
|
23.8K
$1.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-623- 4.19% |
$38.4K - $41.7K
|
14.2K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-372- 2.97% |
$22.9K - $24.9K
|
12.2K
$885K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
197+ 0.75% |
$12.1K - $13.2K
|
26.3K
$1.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-188- 2.36% |
$11.6K - $12.6K
|
7.79K
$567K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
500New |
$30.8K - $33.5K
|
500
$36.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-70- 0.87% |
$4.31K - $4.69K
|
7.97K
$580K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
664+ 8.87% |
$40.9K - $44.5K
|
8.15K
$593K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-130- 1.87% |
$8K - $8.7K
|
6.84K
$498K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-648- 4.61% |
$39.9K - $43.4K
|
13.4K
$976K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
69+ 1.07% |
$4.25K - $4.62K
|
6.53K
$475K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1New |
$61.6 - $67
|
1
$72.8
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
70+ 0.54% |
$4.31K - $4.69K
|
13K
$948K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.06K+ 10.83% |
$127K - $138K
|
21.1K
$1.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
300+ 0.66% |
$18.5K - $20.1K
|
45.8K
$3.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-1.61K- 7.79% |
$99.2K - $108K
|
19.1K
$1.39M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$616 - $670
|
10
$728
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
553+ 16.52% |
$34K - $37K
|
3.9K
$284K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
546+ 4.31% |
$33.6K - $36.6K
|
13.2K
$962K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.15KNew |
$440K - $479K
|
7.15K
$520K
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.74K- 12.09% |
$107K - $116K
|
12.6K
$918K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
9.19K+ 31.09% |
$566K - $615K
|
38.7K
$2.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-942- 9.11% |
$58K - $63.1K
|
9.4K
$684K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
24.9KNew |
$1.53M - $1.67M
|
24.9K
$1.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-439- 10.74% |
$27K - $29.4K
|
3.65K
$266K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2K+ 4.05% |
$123K - $134K
|
51.4K
$3.74M
|
|