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 |
|---|---|---|---|---|---|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
18,479
shares
|
$453,105
0.04% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
18,318
shares
|
$449,157
0.01% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
17,498
shares
|
$429,050
0.29% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
17,479
shares
|
$428,585
0.11% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
17,182
shares
|
$421,302
0.06% of portfolio
|
Q3 2024
Reduced 39.35%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
16,794
shares
|
$411,788
0.01% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
16,616
shares
|
$407,424
0.0% of portfolio
|
Q4 2024
Reduced 10.24%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
16,301
shares
|
$399,700
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
16,293
shares
|
$399,504
0.0% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
15,902
shares
|
$389,917
0.16% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
15,620
shares
|
$383,002
0.04% of portfolio
|
Q4 2024
Added 149.4%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
15,350
shares
|
$376,382
0.25% of portfolio
|
Q3 2024
Reduced 31.85%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
15,249
shares
|
$373,905
0.0% of portfolio
|
Q4 2024
Reduced 54.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
15,204
shares
|
$372,802
0.0% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
15,185
shares
|
$372,336
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
15,168
shares
|
$371,919
0.03% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,036
shares
|
$368,682
0.0% of portfolio
|
Q3 2024
Reduced 27.54%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
14,933
shares
|
$366,157
0.06% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
14,500
shares
|
$355,540
0.07% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
14,345
shares
|
$351,739
0.22% of portfolio
|
Q4 2024
Reduced 13.21%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
13,964
shares
|
$342,397
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
13,729
shares
|
$336,635
0.02% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
13,257
shares
|
$325,061
0.0% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
13,214
shares
|
$324,007
0.01% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
12,712
shares
|
$311,698
0.12% of portfolio
|
Q4 2024
Reduced 0.16%
|