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 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 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 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 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
4.15KNew |
$283K - $304K
|
4.15K
$302K
|
|
|
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 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 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
917+ 2.65% |
$62.5K - $67.2K
|
35.6K
$2.59M
|
|
|
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 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 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
39+ 0.41% |
$2.66K - $2.86K
|
9.44K
$687K
|
|
|
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
|
|
| Q3 2025 | |||||||
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
290KNew |
$17.9M - $19.4M
|
290K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
262K+ 5460.91% |
$16.1M - $17.5M
|
267K
$19.4M
|
|
|
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
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
151K+ 19.96% |
$9.29M - $10.1M
|
907K
$66M
|
|
|
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 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
141K+ 7.45% |
$8.69M - $9.45M
|
2.04M
$148M
|
|
|
Nov 04, 2025
Q3 2025
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
100KNew |
$6.16M - $6.7M
|
100K
$7.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.7K+ 59.84% |
$4.23M - $4.6M
|
184K
$13.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
65K+ 94.02% |
$4M - $4.35M
|
134K
$9.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.2K+ 9.9% |
$3.58M - $3.89M
|
646K
$47M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.9K+ 249.15% |
$2.52M - $2.74M
|
57.3K
$4.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
40.6K+ 335.08% |
$2.5M - $2.72M
|
52.7K
$3.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.6K+ 40.41% |
$1.88M - $2.05M
|
106K
$7.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.8K+ 12.91% |
$1.65M - $1.79M
|
234K
$17M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
24K+ 12.67% |
$1.48M - $1.61M
|
214K
$15.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
21K+ 4.63% |
$1.29M - $1.4M
|
473K
$34.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.3K+ 10.16% |
$1.07M - $1.16M
|
188K
$13.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
16.2K+ 10.8% |
$995K - $1.08M
|
166K
$12.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
15.8K+ 15.86% |
$971K - $1.06M
|
115K
$8.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4K+ 107.29% |
$700K - $762K
|
22K
$1.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
9.19K+ 31.09% |
$566K - $615K
|
38.7K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.63K+ 8.78% |
$531K - $578K
|
107K
$7.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
8.29KNew |
$510K - $555K
|
8.29K
$603K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
7.08K+ 8.82% |
$436K - $474K
|
87.4K
$6.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.88KNew |
$424K - $461K
|
6.88K
$501K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.59KNew |
$406K - $441K
|
6.59K
$480K
|
|
|
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
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.58K+ 6.96% |
$343K - $373K
|
85.7K
$6.24M
|
|