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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,721
shares
|
$238,358
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
9,709
shares
|
$238,064
0.0% of portfolio
|
Q4 2024
Added 97.42%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
9,691
shares
|
$237,623
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
9,492
shares
|
$232,743
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
9,450
shares
|
$231,714
0.04% of portfolio
|
Q4 2023
Added 2.16%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
9,195
shares
|
$225,461
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
8,836
shares
|
$216,658
0.02% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
7,821
shares
|
$191,770
0.03% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
7,624
shares
|
$186,940
0.14% of portfolio
|
Q4 2024
Reduced 25.76%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
7,441
shares
|
$182,453
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
6,291
shares
|
$154,255
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
5,715
shares
|
$140,131
0.0% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,186
shares
|
$127,160
0.0% of portfolio
|
Q4 2024
Reduced 58.73%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
4,832
shares
|
$118,480
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
4,536
shares
|
$111,222
0.01% of portfolio
|
Q3 2024
Added 791.16%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,997
shares
|
$98,006
0.0% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
3,573
shares
|
$87,609
0.02% of portfolio
|
Q2 2024
Reduced 8.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
3,565
shares
|
$87,413
0.0% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
2,310
shares
|
$56,641
0.02% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,095
shares
|
$51,369
0.0% of portfolio
|
Q4 2024
Added 6248.48%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,057
shares
|
$50,437
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,643
shares
|
$40,286
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,619
shares
|
$39,697
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,501
shares
|
$36,804
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,426
shares
|
$34,965
0.0% of portfolio
|
Q4 2024
Added 3140.91%
|