Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q4 2022. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI HEA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
791New |
$45.7K - $52.2K
|
791
$52.4K
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
772+ 11.38% |
$44.6K - $51K
|
7.56K
$500K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
695+ 57.34% |
$40.2K - $45.9K
|
1.91K
$126K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
668New |
$38.6K - $44.1K
|
668
$44.2K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
580New |
$33.5K - $38.3K
|
580
$38.4K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
577+ 1.9% |
$33.4K - $38.1K
|
31K
$2.05M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
567+ 14.34% |
$32.8K - $37.4K
|
4.52K
$299K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
563+ 25.11% |
$32.5K - $37.2K
|
2.81K
$186K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
551+ 8.16% |
$31.8K - $36.4K
|
7.3K
$483K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
526New |
$30.4K - $34.7K
|
526
$34.8K
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
BUY
|
- |
525New |
$30.3K - $34.7K
|
525
$34.8K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
509+ 366.19% |
$29.4K - $33.6K
|
648
$42.9K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
500New |
$28.9K - $33K
|
500
$33.1K
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
485+ 58.93% |
$28K - $32K
|
1.31K
$86.6K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
469+ 3.31% |
$27.1K - $31K
|
14.7K
$970K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
463+ 27.91% |
$26.8K - $30.6K
|
2.12K
$140K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
453New |
$26.2K - $29.9K
|
453
$30K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
374+ 0.57% |
$21.6K - $24.7K
|
65.6K
$4.34M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
325+ 5.67% |
$18.8K - $21.5K
|
6.06K
$401K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
325+ 63.73% |
$18.8K - $21.5K
|
835
$55.3K
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
300New |
$17.3K - $19.8K
|
300
$19.9K
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
277+ 2.83% |
$16K - $18.3K
|
10.1K
$667K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
275New |
$15.9K - $18.2K
|
275
$18.2K
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
262+ 0.51% |
$15.1K - $17.3K
|
51.5K
$3.41M
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
258+ 4.54% |
$14.9K - $17K
|
5.94K
$393K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
239+ 20.6% |
$13.8K - $15.8K
|
1.4K
$92.6K
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
221+ 0.73% |
$12.8K - $14.6K
|
30.6K
$2.02M
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
221New |
$12.8K - $14.6K
|
221
$14.6K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
218New |
$12.6K - $14.4K
|
218
$14.4K
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
201+ 2.32% |
$11.6K - $13.3K
|
8.88K
$588K
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
170+ 1.26% |
$9.83K - $11.2K
|
13.7K
$905K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
160+ 22.86% |
$9.25K - $10.6K
|
860
$56.9K
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
143+ 3.14% |
$8.27K - $9.44K
|
4.69K
$311K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
141+ 402.86% |
$8.15K - $9.31K
|
176
$11.7K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
139+ 10.01% |
$8.03K - $9.18K
|
1.53K
$101K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
118+ 6.75% |
$6.82K - $7.79K
|
1.87K
$124K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
110+ 11000.0% |
$6.36K - $7.26K
|
111
$7.35K
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$5.78K - $6.6K
|
100
$6.62K
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
85+ 0.75% |
$4.91K - $5.61K
|
11.5K
$760K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
75New |
$4.34K - $4.95K
|
75
$4.97K
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
65+ 0.28% |
$3.76K - $4.29K
|
23.3K
$1.54M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
51New |
$2.95K - $3.37K
|
51
$3.38K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
50New |
$2.89K - $3.3K
|
50
$3.31K
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
40+ 0.9% |
$2.31K - $2.64K
|
4.46K
$296K
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32+ 0.21% |
$1.85K - $2.11K
|
15.3K
$1.01M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
23+ 0.18% |
$1.33K - $1.52K
|
13.1K
$866K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
16+ 11.94% |
$925 - $1.06K
|
150
$9.93K
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
16+ 0.28% |
$925 - $1.06K
|
5.74K
$380K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
$578 - $660
|
10
$662
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
7+ 0.03% |
$405 - $462
|
25.9K
$1.71M
|