Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-70- 0.87% |
$4.31K - $4.69K
|
7.97K
$580K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-60- 0.09% |
$3.69K - $4.02K
|
66K
$4.81M
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-30- 0.67% |
$1.85K - $2.01K
|
4.48K
$326K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5- 0.09% |
$308 - $335
|
5.53K
$402K
|
|
| Q2 2025 | |||||||
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-164K- 96.7% |
$10M - $11.1M
|
5.6K
$408K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-49.2K- 65.4% |
$3M - $3.32M
|
26K
$1.89M
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 33.16% |
$728K - $806K
|
24K
$1.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-4.65K- 58.81% |
$284K - $315K
|
3.26K
$237K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.3K- 49.59% |
$263K - $291K
|
4.38K
$318K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.97K- 21.06% |
$181K - $201K
|
11.1K
$810K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.57K- 95.39% |
$157K - $174K
|
124
$9.02K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.5K- 2.93% |
$91.2K - $101K
|
49.6K
$3.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-1.36K- 25.91% |
$83.1K - $92.1K
|
3.9K
$283K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.2K- 16.95% |
$73K - $80.8K
|
5.86K
$426K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-1K- 11.62% |
$61K - $67.6K
|
7.61K
$554K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-619- 71.31% |
$37.8K - $41.8K
|
249
$18.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-357- 9.72% |
$21.8K - $24.1K
|
3.31K
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-231- 4.9% |
$14.1K - $15.6K
|
4.49K
$326K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-210- 4.55% |
$12.8K - $14.2K
|
4.41K
$321K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-129- 56.33% |
$7.87K - $8.72K
|
100
$7.28K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-125- 48.64% |
$7.63K - $8.45K
|
132
$9.61K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-18- 4.76% |
$1.1K - $1.22K
|
360
$26.2K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-6- 8.33% |
$366 - $406
|
66
$4.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1Closed |
$61 - $67.6
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-28.2K- 72.64% |
$1.84M - $1.99M
|
10.6K
$773K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.44K- 24.86% |
$159K - $172K
|
7.36K
$536K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.28K- 9.67% |
$83.6K - $90.2K
|
11.9K
$868K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-811- 24.97% |
$53.1K - $57.3K
|
2.44K
$177K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-801- 3.72% |
$52.4K - $56.6K
|
20.7K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-622- 67.46% |
$40.7K - $43.9K
|
300
$21.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-530- 4.06% |
$34.7K - $37.4K
|
12.5K
$912K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-479- 8.84% |
$31.3K - $33.8K
|
4.94K
$359K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-340- 9.2% |
$22.2K - $24K
|
3.36K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-300- 48.0% |
$19.6K - $21.2K
|
325
$23.7K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-85- 29.82% |
$5.56K - $6K
|
200
$14.6K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-24- 0.36% |
$1.57K - $1.7K
|
6.62K
$482K
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-33.2K- 20.94% |
$2.15M - $2.42M
|
125K
$9.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-17.6K- 66.33% |
$1.14M - $1.29M
|
8.94K
$651K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-15.9K- 77.92% |
$1.03M - $1.16M
|
4.51K
$328K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-700- 5.36% |
$45.4K - $51.1K
|
12.4K
$899K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-463- 10.04% |
$30K - $33.8K
|
4.15K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-239- 0.61% |
$15.5K - $17.5K
|
38.8K
$2.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-234- 28.06% |
$15.2K - $17.1K
|
600
$43.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-200- 16.13% |
$13K - $14.6K
|
1.04K
$75.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-200- 5.72% |
$13K - $14.6K
|
3.3K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 16.67% |
$6.48K - $7.3K
|
500
$36.4K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-60- 44.78% |
$3.89K - $4.38K
|
74
$5.38K
|
|
| Q3 2024 | |||||||
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-21.9K- 44.63% |
$1.48M - $1.62M
|
27.2K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.82K- 3.71% |
$123K - $135K
|
47.1K
$3.43M
|
|