Purchases and Sales Made in Q4 2025 in Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC) during Q4 2025. 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 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 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
53+ 24.31% |
$3.61K - $3.88K
|
271
$19.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
53+ 1.59% |
$3.61K - $3.88K
|
3.38K
$246K
|
|
|
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
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3- 1.48% |
$205 - $220
|
200
$14.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-88- 0.87% |
$6K - $6.45K
|
10K
$728K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-127- 0.28% |
$8.66K - $9.31K
|
45.7K
$3.32M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-228- 0.92% |
$15.5K - $16.7K
|
24.7K
$1.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-230- 5.86% |
$15.7K - $16.9K
|
3.69K
$269K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-562- 2.7% |
$38.3K - $41.2K
|
20.2K
$1.47M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-705- 12.6% |
$48.1K - $51.7K
|
4.89K
$356K
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-766- 4.02% |
$52.2K - $56.1K
|
18.3K
$1.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.83K- 95.02% |
$125K - $134K
|
96
$6.99K
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-6.75K- 31.95% |
$460K - $494K
|
14.4K
$1.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-11.9K- 11.87% |
$815K - $876K
|
88.7K
$6.45M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-110K- 75.54% |
$7.47M - $8.02M
|
35.5K
$2.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
SELL
|
- |
-296K- 90.21% |
$20.2M - $21.7M
|
32.1K
$2.33M
|
|