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 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.6K- 32.2% |
$160K - $174K
|
5.47K
$398K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.04KNew |
$187K - $203K
|
3.04K
$221K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-514- 21.06% |
$31.6K - $34.4K
|
1.93K
$140K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
10.6K+ 5.42% |
$650K - $707K
|
205K
$14.9M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-2.42K- 8.99% |
$149K - $162K
|
24.5K
$1.78M
|
|
| Q2 2025 | |||||||
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
BUY
|
- |
138+ 0.63% |
$8.42K - $9.33K
|
22K
$1.6M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.43K+ 11.15% |
$392K - $434K
|
64K
$4.66M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.11KNew |
$251K - $278K
|
4.11K
$299K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-6- 8.33% |
$366 - $406
|
66
$4.8K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
161New |
$9.83K - $10.9K
|
161
$11.7K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-1K- 11.62% |
$61K - $67.6K
|
7.61K
$554K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.3K- 49.59% |
$263K - $291K
|
4.38K
$318K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
275New |
$16.8K - $18.6K
|
275
$20K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-129- 56.33% |
$7.87K - $8.72K
|
100
$7.28K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
55New |
$3.36K - $3.72K
|
55
$4K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
148K+ 3208.7% |
$9.01M - $9.98M
|
152K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
715+ 25.18% |
$43.6K - $48.3K
|
3.56K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
3.44KNew |
$210K - $233K
|
3.44K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
61.1K+ 335.93% |
$3.73M - $4.13M
|
79.2K
$5.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-18- 4.76% |
$1.1K - $1.22K
|
360
$26.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.73KNew |
$228K - $252K
|
3.73K
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.68K+ 58.66% |
$469K - $519K
|
20.8K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.99KNew |
$305K - $337K
|
4.99K
$363K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
15.3KNew |
$934K - $1.03M
|
15.3K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.57K- 95.39% |
$157K - $174K
|
124
$9.02K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.2K- 16.95% |
$73K - $80.8K
|
5.86K
$426K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 33.16% |
$728K - $806K
|
24K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.09K+ 20.93% |
$372K - $412K
|
35.2K
$2.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.67K+ 1191.96% |
$163K - $180K
|
2.89K
$211K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1KNew |
$61.3K - $67.9K
|
1K
$73.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
400New |
$24.4K - $27K
|
400
$29.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.97K- 21.06% |
$181K - $201K
|
11.1K
$810K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
600New |
$36.6K - $40.6K
|
600
$43.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-357- 9.72% |
$21.8K - $24.1K
|
3.31K
$241K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-619- 71.31% |
$37.8K - $41.8K
|
249
$18.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-210- 4.55% |
$12.8K - $14.2K
|
4.41K
$321K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.5% |
$61 - $67.6
|
200
$14.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
468New |
$28.6K - $31.6K
|
468
$34.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
77New |
$4.7K - $5.2K
|
77
$5.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
54New |
$3.3K - $3.65K
|
54
$3.93K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
413New |
$25.2K - $27.9K
|
413
$30.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-17.4K- 40.85% |
$1.06M - $1.17M
|
25.1K
$1.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-231- 4.9% |
$14.1K - $15.6K
|
4.49K
$326K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
523New |
$31.9K - $35.3K
|
523
$38.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-49.2K- 65.4% |
$3M - $3.32M
|
26K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-125- 48.64% |
$7.63K - $8.45K
|
132
$9.61K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
258+ 0.63% |
$15.7K - $17.4K
|
41.2K
$3M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.5K- 2.93% |
$91.2K - $101K
|
49.6K
$3.61M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 20.0% |
$183 - $203
|
18
$1.31K
|
|