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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-315- 3.57% |
$19.4K - $21.1K
|
8.51K
$619K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.19K+ 2.12% |
$73.4K - $79.8K
|
57.4K
$4.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
3New |
$185 - $201
|
3
$218
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
5+ 0.41% |
$308 - $335
|
1.22K
$88.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-47.8K- 9.72% |
$2.94M - $3.2M
|
444K
$32.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.31K- 29.19% |
$80.5K - $87.6K
|
3.17K
$231K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
39+ 2.23% |
$2.4K - $2.61K
|
1.79K
$130K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.98KNew |
$306K - $333K
|
4.98K
$362K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
295+ 7.33% |
$18.2K - $19.8K
|
4.32K
$314K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
7.08K+ 8.82% |
$436K - $474K
|
87.4K
$6.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-92- 6.4% |
$5.66K - $6.16K
|
1.35K
$97.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-91- 0.16% |
$5.6K - $6.09K
|
56.8K
$4.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-73- 1.23% |
$4.49K - $4.89K
|
5.87K
$427K
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-464- 0.28% |
$28.6K - $31.1K
|
167K
$12.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
290KNew |
$17.9M - $19.4M
|
290K
$21.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
575New |
$35.4K - $38.5K
|
575
$41.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
24K+ 12.67% |
$1.48M - $1.61M
|
214K
$15.6M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
187+ 1.8% |
$11.5K - $12.5K
|
10.6K
$771K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-10.6K- 12.47% |
$654K - $711K
|
74.5K
$5.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.22% |
$123 - $134
|
914
$66.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-702- 1.59% |
$43.2K - $47K
|
43.5K
$3.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.59KNew |
$406K - $441K
|
6.59K
$480K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.04KNew |
$187K - $203K
|
3.04K
$221K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.21K+ 3.03% |
$505K - $549K
|
279K
$20.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5- 0.09% |
$308 - $335
|
5.53K
$402K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
600New |
$36.9K - $40.2K
|
600
$43.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-793- 3.68% |
$48.8K - $53.1K
|
20.8K
$1.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-10.7K- 14.83% |
$656K - $713K
|
61.2K
$4.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 1.5% |
$185 - $201
|
203
$14.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-711- 9.43% |
$43.8K - $47.6K
|
6.83K
$497K
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
31.7K+ 27.25% |
$1.95M - $2.13M
|
148K
$10.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
14.2K+ 5.21% |
$872K - $949K
|
286K
$20.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.16K+ 3.03% |
$318K - $346K
|
176K
$12.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4+ 0.08% |
$246 - $268
|
4.91K
$357K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
421+ 90.73% |
$25.9K - $28.2K
|
885
$64.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.26K- 50.84% |
$262K - $285K
|
4.12K
$300K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-288- 7.96% |
$17.7K - $19.3K
|
3.33K
$242K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
64+ 0.83% |
$3.94K - $4.28K
|
7.79K
$567K
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
12.3K+ 9.31% |
$760K - $826K
|
145K
$10.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
342+ 6.51% |
$21.1K - $22.9K
|
5.59K
$407K
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-3.22K- 12.96% |
$198K - $216K
|
21.6K
$1.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
22+ 0.39% |
$1.35K - $1.47K
|
5.62K
$409K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 832.75% |
$117K - $128K
|
2.14K
$155K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-847- 9.57% |
$52.1K - $56.7K
|
8K
$582K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-457- 67.7% |
$28.1K - $30.6K
|
218
$15.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
705+ 2.89% |
$43.4K - $47.2K
|
25.1K
$1.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
287New |
$17.7K - $19.2K
|
287
$20.9K
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
138+ 3.17% |
$8.5K - $9.24K
|
4.49K
$327K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
14+ 0.25% |
$862 - $937
|
5.59K
$407K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
943+ 2.8% |
$58.1K - $63.1K
|
34.6K
$2.52M
|
|