Institutional Ownership Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY). We have compiled data on the 237 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $363 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,661,510
shares
|
$36.7 Million
0.18% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,531,085
shares
|
$33.8 Million
0.05% of portfolio
|
Q4 2024
Added 15.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,004,150
shares
|
$22.2 Million
0.03% of portfolio
|
Q4 2024
Added 13.77%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
818,781
shares
|
$18.1 Million
0.1% of portfolio
|
Q4 2024
Added 17.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
789,319
shares
|
$17.4 Million
0.01% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
741,009
shares
|
$16.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Yarbrough Capital, LLC
|
Apr 14, 2025 Q1 2025 |
711,695
shares
|
$15.7 Million
0.78% of portfolio
|
Q4 2021
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
667,019
shares
|
$14.7 Million
0.0% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
289,501
shares
|
$6.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Feb 13, 2025 Q4 2024 |
263,905
shares
|
$5.82 Million
3.47% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
248,080
shares
|
$5.48 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
236,335
shares
|
$5.22 Million
0.0% of portfolio
|
Q4 2024
Added 9.35%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
231,768
shares
|
$5.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 30.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
228,168
shares
|
$5.04 Million
0.0% of portfolio
|
Q4 2024
Added 28.1%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
221,850
shares
|
$4.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 64.16%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
220,959
shares
|
$4.88 Million
0.1% of portfolio
|
Q4 2024
Added 54.98%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
215,603
shares
|
$4.76 Million
0.03% of portfolio
|
Q1 2025
Added 312.13%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
215,137
shares
|
$4.75 Million
0.88% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
203,612
shares
|
$4.49 Million
0.12% of portfolio
|
Q1 2024
Added 5.91%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
187,345
shares
|
$4.13 Million
0.3% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
185,110
shares
|
$4.09 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
175,408
shares
|
$3.87 Million
1.63% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
171,344
shares
|
$3.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.3%
|
|
|
Guerra Advisors Inc
Miami, FL |
Apr 25, 2025 Q1 2025 |
158,585
shares
|
$3.5 Million
2.27% of portfolio
|
Q1 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
152,357
shares
|
$3.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.08%
|