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 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-3.73K- 37.91% |
$226K - $241K
|
6.11K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.66K- 15.02% |
$100K - $107K
|
9.38K
$621K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-600- 11.28% |
$36.3K - $38.8K
|
4.72K
$312K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-526- 91.64% |
$31.9K - $34K
|
48
$3.18K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-350- 36.84% |
$21.2K - $22.6K
|
600
$39.7K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-272- 40.72% |
$16.5K - $17.6K
|
396
$26.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-88- 1.87% |
$5.33K - $5.69K
|
4.63K
$306K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-62- 17.13% |
$3.76K - $4.01K
|
300
$19.9K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-50- 6.86% |
$3.03K - $3.23K
|
679
$45K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-38- 0.7% |
$2.3K - $2.46K
|
5.38K
$356K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-2- 66.67% |
$121 - $129
|
1
$66.2
|
|
| Q2 2023 | |||||||
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-711- 2.61% |
$42.9K - $45.7K
|
26.5K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-194- 2.03% |
$11.7K - $12.5K
|
9.38K
$621K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10- 41.67% |
$603 - $643
|
14
$927
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.98K- 29.88% |
$117K - $127K
|
4.65K
$308K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.11K- 14.21% |
$65K - $71K
|
6.67K
$442K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-600- 50.0% |
$35.3K - $38.6K
|
600
$39.7K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-516- 22.83% |
$30.4K - $33.2K
|
1.74K
$115K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-510- 38.99% |
$30K - $32.8K
|
798
$52.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-500- 11.99% |
$29.4K - $32.1K
|
3.67K
$243K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-268- 12.22% |
$15.8K - $17.2K
|
1.93K
$128K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-153- 19.34% |
$9.01K - $9.84K
|
638
$42.2K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-76- 50.33% |
$4.47K - $4.89K
|
75
$4.97K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2- 0.02% |
$118 - $129
|
13.1K
$866K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
SELL
|
- |
-20.1K- 31.06% |
$1.16M - $1.33M
|
44.7K
$2.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.44K- 2.98% |
$82.9K - $94.7K
|
46.8K
$3.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-491- 10.18% |
$28.4K - $32.4K
|
4.33K
$287K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-74- 9.43% |
$4.28K - $4.89K
|
711
$47.1K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-111KClosed |
$6.42M - $7.2M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.85K- 9.71% |
$279K - $313K
|
45.1K
$2.98M
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.01K- 19.79% |
$116K - $130K
|
8.15K
$540K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.3K- 78.76% |
$74.7K - $83.8K
|
350
$23.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-203- 0.66% |
$11.7K - $13.1K
|
30.6K
$2.03M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-200- 4.27% |
$11.5K - $12.9K
|
4.48K
$297K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100Closed |
$5.76K - $6.46K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-64- 47.41% |
$3.68K - $4.13K
|
71
$4.7K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-188K- 97.49% |
$10.6M - $12.8M
|
4.83K
$320K
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-9.74K- 49.85% |
$551K - $663K
|
9.8K
$649K
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-7.83KClosed |
$443K - $533K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.32KClosed |
$301K - $362K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.65KClosed |
$206K - $248K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.16KClosed |
$179K - $215K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.77KClosed |
$100K - $120K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.02KClosed |
$57.9K - $69.7K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-952Closed |
$53.8K - $64.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-750Closed |
$42.4K - $51.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-603Closed |
$34.1K - $41.1K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-283Closed |
$16K - $19.3K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-160- 88.89% |
$9.05K - $10.9K
|
20
$1.32K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-130Closed |
$7.35K - $8.85K
|
0
$0
|
|