Latest Institutional Purchases of Fidelity Covington Tr Msci Hea (FHLC)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Hea (FHLC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Q3 Asset Management
|
BUY
|
- |
84.9KNew |
$5.79M - $6.22M
|
84.9K
$6.18M
|
|
|
Jan 29, 2026
Q4 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
72.3KNew |
$4.93M - $5.3M
|
72.3K
$5.26M
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
55.7K+ 19.19% |
$3.8M - $4.08M
|
346K
$25.2M
|
|
|
Jan 29, 2026
Q4 2025
|
High Point Wealth Management, LLC
Chester, NJ |
BUY
|
- |
11.8KNew |
$802K - $861K
|
11.8K
$855K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.7K+ 164.3% |
$801K - $861K
|
18.9K
$1.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
11.6K+ 4.05% |
$791K - $850K
|
298K
$21.7M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.91K+ 4.77% |
$539K - $579K
|
174K
$12.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
7.64K+ 3.72% |
$521K - $560K
|
213K
$15.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.54K+ 2.34% |
$446K - $479K
|
285K
$20.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.83K+ 272.85% |
$397K - $427K
|
7.96K
$580K
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
5.62K+ 3.79% |
$383K - $412K
|
154K
$11.2M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
4.79KNew |
$326K - $351K
|
4.79K
$348K
|
|
|
Jan 27, 2026
Q4 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.61K+ 84.29% |
$314K - $338K
|
10.1K
$733K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
4.15KNew |
$283K - $304K
|
4.15K
$302K
|
|
|
Jan 26, 2026
Q4 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
3.91K+ 78.28% |
$267K - $287K
|
8.91K
$649K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
3.16K+ 29.77% |
$215K - $231K
|
13.8K
$1M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.89KNew |
$197K - $212K
|
2.89K
$210K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.85K+ 44.09% |
$194K - $209K
|
9.31K
$678K
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.75KNew |
$188K - $202K
|
2.75K
$200K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.73KNew |
$186K - $200K
|
2.73K
$199K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.45K+ 5.51% |
$99K - $106K
|
27.8K
$2.02M
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.42K+ 2.47% |
$96.6K - $104K
|
58.9K
$4.28M
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.36K+ 25.27% |
$92.9K - $99.8K
|
6.75K
$491K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.34K+ 248.61% |
$91.4K - $98.2K
|
1.88K
$137K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.01K+ 27.85% |
$69.1K - $74.2K
|
4.65K
$338K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
961New |
$65.5K - $70.4K
|
961
$69.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
917+ 2.65% |
$62.5K - $67.2K
|
35.6K
$2.59M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
775+ 13.2% |
$52.8K - $56.8K
|
6.64K
$483K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
629+ 11.38% |
$42.9K - $46.1K
|
6.16K
$448K
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
265+ 1.08% |
$18.1K - $19.4K
|
24.8K
$1.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
234+ 2.93% |
$16K - $17.1K
|
8.23K
$599K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
232+ 1.8% |
$15.8K - $17K
|
13.1K
$953K
|
|
|
Jan 09, 2026
Q4 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
228+ 5.08% |
$15.5K - $16.7K
|
4.72K
$343K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
147+ 0.6% |
$10K - $10.8K
|
24.6K
$1.79M
|
|
|
Jan 28, 2026
Q4 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
103+ 5.75% |
$7.02K - $7.55K
|
1.89K
$138K
|
|
|
Jan 28, 2026
Q4 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
65+ 1.0% |
$4.43K - $4.76K
|
6.6K
$480K
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
65+ 10.2% |
$4.43K - $4.76K
|
702
$51.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
53+ 1.59% |
$3.61K - $3.88K
|
3.38K
$246K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
53+ 24.31% |
$3.61K - $3.88K
|
271
$19.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
49New |
$3.34K - $3.59K
|
49
$3.57K
|
|
|
Jan 28, 2026
Q4 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
48New |
$3.27K - $3.52K
|
48
$3.49K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
39+ 0.41% |
$2.66K - $2.86K
|
9.44K
$687K
|
|
|
Jan 28, 2026
Q4 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
32+ 0.36% |
$2.18K - $2.34K
|
9.03K
$657K
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
25+ 1.95% |
$1.7K - $1.83K
|
1.31K
$95K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
25+ 7.69% |
$1.7K - $1.83K
|
350
$25.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
21+ 0.37% |
$1.43K - $1.54K
|
5.64K
$410K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20+ 1.49% |
$1.36K - $1.47K
|
1.37K
$99.3K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12+ 0.15% |
$818 - $879
|
8.16K
$594K
|
|
|
Jan 28, 2026
Q4 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.5% |
$68.2 - $73.3
|
201
$14.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1+ 0.01% |
$68.2 - $73.3
|
8.35K
$608K
|
|