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 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-40- 1.24% |
$2.7K - $2.97K
|
3.17K
$210K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-38- 1.27% |
$2.56K - $2.82K
|
2.95K
$196K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-31- 0.43% |
$2.09K - $2.3K
|
7.1K
$470K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-30- 0.59% |
$2.02K - $2.23K
|
5.03K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25- 1.68% |
$1.69K - $1.86K
|
1.47K
$97.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-23- 9.09% |
$1.55K - $1.71K
|
230
$15.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.45% |
$539 - $594
|
1.76K
$117K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-694K- 68.11% |
$45.2M - $48.1M
|
325K
$21.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-14K- 17.96% |
$913K - $971K
|
64.1K
$4.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.22K- 55.77% |
$405K - $431K
|
4.93K
$327K
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-6.11K- 21.34% |
$398K - $423K
|
22.5K
$1.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.33K- 25.59% |
$347K - $369K
|
15.5K
$1.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-562- 13.48% |
$36.6K - $38.9K
|
3.61K
$239K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-509- 11.05% |
$33.2K - $35.2K
|
4.1K
$271K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-201- 5.75% |
$13.1K - $13.9K
|
3.3K
$218K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-158- 9.91% |
$10.3K - $10.9K
|
1.44K
$95.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-147- 4.28% |
$9.57K - $10.2K
|
3.28K
$217K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-104- 0.8% |
$6.77K - $7.2K
|
12.9K
$857K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-85- 8.73% |
$5.54K - $5.89K
|
889
$58.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-81- 1.59% |
$5.28K - $5.61K
|
5K
$331K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-51- 13.56% |
$3.32K - $3.53K
|
325
$21.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-30- 37.5% |
$1.95K - $2.08K
|
50
$3.31K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-29- 0.73% |
$1.89K - $2.01K
|
3.94K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-18- 52.94% |
$1.17K - $1.25K
|
16
$1.06K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-15- 16.13% |
$977 - $1.04K
|
78
$5.16K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-10- 40.0% |
$651 - $692
|
15
$993
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-3.2K- 40.0% |
$209K - $223K
|
4.8K
$318K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.85K- 63.25% |
$121K - $129K
|
1.08K
$71.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-988- 8.55% |
$64.6K - $68.9K
|
10.6K
$700K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-649- 4.02% |
$42.4K - $45.3K
|
15.5K
$1.03M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-583- 41.14% |
$38.1K - $40.7K
|
834
$55.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-569- 5.29% |
$37.2K - $39.7K
|
10.2K
$674K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-187- 66.55% |
$12.2K - $13K
|
94
$6.22K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-162- 4.67% |
$10.6K - $11.3K
|
3.3K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-130- 1.05% |
$8.5K - $9.07K
|
12.2K
$809K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-76- 9.79% |
$4.97K - $5.3K
|
700
$46.3K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-71- 1.73% |
$4.64K - $4.95K
|
4.02K
$266K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-54- 29.03% |
$3.53K - $3.77K
|
132
$8.74K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-42- 10.69% |
$2.75K - $2.93K
|
351
$23.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-17- 48.57% |
$1.11K - $1.19K
|
18
$1.19K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-819- 9.15% |
$47.1K - $53K
|
8.13K
$538K
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-770- 10.9% |
$44.3K - $49.8K
|
6.29K
$417K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-610- 15.65% |
$35.1K - $39.5K
|
3.29K
$218K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-166- 3.67% |
$9.55K - $10.7K
|
4.36K
$289K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-76- 0.99% |
$4.37K - $4.92K
|
7.58K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-34Closed |
$1.96K - $2.2K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-21- 1.67% |
$1.21K - $1.36K
|
1.24K
$82.1K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-146K- 65.8% |
$8.87M - $9.47M
|
76.1K
$5.04M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-82.7K- 86.65% |
$5.01M - $5.35M
|
12.7K
$843K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.43K- 99.2% |
$510K - $545K
|
68
$4.5K
|
|