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 231 institutions that hold shares in the stock, with a total of 16.6 Million shares, which have been reported (via 13F filing form) to have a value of $407 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
134,245
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
130,529
shares
|
$3.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
130,103
shares
|
$3.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
126,924
shares
|
$3.11 Million
0.01% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
126,063
shares
|
$3.09 Million
2.19% of portfolio
|
Q3 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
118,320
shares
|
$2.9 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
116,893
shares
|
$2.87 Million
1.36% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
111,416
shares
|
$2.73 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
103,345
shares
|
$2.53 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
102,979
shares
|
$2.53 Million
0.06% of portfolio
|
Q3 2022
Added 1.72%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
101,998
shares
|
$2.5 Million
1.34% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
95,650
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
90,341
shares
|
$2.22 Million
0.24% of portfolio
|
Q3 2024
Added 136.88%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
90,103
shares
|
$2.21 Million
0.17% of portfolio
|
Q3 2022
Reduced 62.45%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
87,319
shares
|
$2.14 Million
1.16% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
76,886
shares
|
$1.89 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
74,192
shares
|
$1.82 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
72,483
shares
|
$1.78 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
68,362
shares
|
$1.68 Million
0.03% of portfolio
|
Q4 2024
Reduced 57.61%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
65,841
shares
|
$1.61 Million
0.22% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
63,829
shares
|
$1.57 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
61,818
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
57,655
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
55,015
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.57%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
54,782
shares
|
$1.34 Million
0.44% of portfolio
|
Q4 2024
Added 0.04%
|