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 244 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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
75,309
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
74,975
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Added 18.54%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
69,723
shares
|
$1.77 Million
0.14% of portfolio
|
Q4 2025
Reduced 0.54%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
68,353
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2025
Added 30.21%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
67,943
shares
|
$1.73 Million
1.15% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
65,005
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.23%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
64,180
shares
|
$1.63 Million
0.59% of portfolio
|
Q3 2025
Reduced 74.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
61,754
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.38%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
59,139
shares
|
$1.5 Million
0.29% of portfolio
|
Q4 2025
Added 2.82%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
56,617
shares
|
$1.44 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
55,667
shares
|
$1.42 Million
0.1% of portfolio
|
Q4 2025
Reduced 1.74%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
51,553
shares
|
$1.31 Million
1.52% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
50,831
shares
|
$1.29 Million
0.07% of portfolio
|
Q4 2025
Reduced 0.74%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
49,797
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
48,965
shares
|
$1.25 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
48,624
shares
|
$1.24 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
48,171
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
45,849
shares
|
$1.17 Million
0.31% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
43,821
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
40,885
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
40,249
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
40,047
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 22.43%
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
39,193
shares
|
$996,677
0.11% of portfolio
|
Q4 2025
Reduced 2.31%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
38,207
shares
|
$971,604
0.29% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
37,856
shares
|
$962,678
0.01% of portfolio
|
Q4 2025
Added 3.76%
|
|