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 243 institutions that hold shares in the stock, with a total of 17.2 Million shares, which have been reported (via 13F filing form) to have a value of $436 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
160,896
shares
|
$4.09 Million
0.02% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
152,881
shares
|
$3.89 Million
0.06% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
150,940
shares
|
$3.84 Million
0.02% of portfolio
|
Q2 2025
Added 201.43%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
146,887
shares
|
$3.74 Million
0.2% of portfolio
|
Q4 2025
Reduced 4.13%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
141,508
shares
|
$3.6 Million
0.46% of portfolio
|
Q3 2025
Reduced 14.73%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
126,557
shares
|
$3.22 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
119,553
shares
|
$3.04 Million
0.02% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
118,235
shares
|
$3.01 Million
0.02% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
117,818
shares
|
$3 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
111,441
shares
|
$2.83 Million
1.3% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
111,366
shares
|
$2.83 Million
1.4% of portfolio
|
Q4 2025
Added 3.06%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
106,236
shares
|
$2.7 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
104,963
shares
|
$2.67 Million
1.21% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
104,877
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
102,979
shares
|
$2.62 Million
0.06% of portfolio
|
Q3 2022
Added 1.72%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
97,987
shares
|
$2.49 Million
2.09% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
95,971
shares
|
$2.44 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
90,698
shares
|
$2.31 Million
0.87% of portfolio
|
Q4 2025
Added 5.79%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
90,103
shares
|
$2.29 Million
0.17% of portfolio
|
Q3 2022
Reduced 62.45%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
82,565
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
80,983
shares
|
$2.06 Million
0.03% of portfolio
|
Q3 2025
Added 537.76%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
78,867
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
76,986
shares
|
$1.96 Million
1.22% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
76,471
shares
|
$1.94 Million
0.15% of portfolio
|
Q3 2025
Reduced 28.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
75,980
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 64.26%
|
|