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 234 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $402 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
12,601
shares
|
$310,236
0.06% of portfolio
|
Q4 2024
Added 19.25%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
12,229
shares
|
$301,077
0.0% of portfolio
|
Q3 2024
Added 31.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
12,116
shares
|
$298,295
0.0% of portfolio
|
Q4 2024
Reduced 19.42%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
12,111
shares
|
$298,172
0.01% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,092
shares
|
$297,705
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
12,019
shares
|
$295,907
0.0% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,010
shares
|
$295,686
0.0% of portfolio
|
Q1 2023
Added 20.34%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
11,871
shares
|
$292,264
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
11,815
shares
|
$290,885
0.18% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
11,765
shares
|
$289,654
0.01% of portfolio
|
Q4 2023
Added 4.48%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
11,523
shares
|
$283,696
0.25% of portfolio
|
Q1 2022
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
11,400
shares
|
$280,668
0.11% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
11,394
shares
|
$280,520
0.07% of portfolio
|
Q4 2023
Reduced 8.72%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,388
shares
|
$280,372
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
11,105
shares
|
$273,405
0.18% of portfolio
|
Q2 2022
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
10,931
shares
|
$269,121
0.0% of portfolio
|
Q4 2024
Added 48.16%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
10,723
shares
|
$264,000
0.03% of portfolio
|
Q1 2024
Added 4.84%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
10,486
shares
|
$258,165
0.01% of portfolio
|
Q4 2024
Reduced 33.29%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
10,350
shares
|
$254,817
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
10,307
shares
|
$253,758
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
10,200
shares
|
$251,124
0.07% of portfolio
|
Q3 2024
Reduced 19.69%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
9,845
shares
|
$242,383
0.12% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
9,785
shares
|
$240,906
0.01% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
9,734
shares
|
$239,651
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,721
shares
|
$239,331
0.01% of portfolio
|
Q3 2024
New holding
|