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 |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,619
shares
|
$41,171
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,603
shares
|
$40,764
0.0% of portfolio
|
Q2 2025
Reduced 59.5%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,501
shares
|
$38,170
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
1,501
shares
|
$38,170
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,486
shares
|
$37,788
0.0% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,300
shares
|
$33,059
0.0% of portfolio
|
Q3 2025
Reduced 20.68%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
1,263
shares
|
$32,118
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
1,232
shares
|
$31,329
0.01% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Sage Mountain Advisors LLC
|
Jan 23, 2026 Q4 2025 |
1,200
shares
|
$30,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,113
shares
|
$28,303
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,004
shares
|
$25,531
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,000
shares
|
$25,430
0.0% of portfolio
|
Q3 2025
Reduced 45.09%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
798
shares
|
$20,293
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
775
shares
|
$19,708
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
701
shares
|
$17,826
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
686
shares
|
$17,444
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
670
shares
|
$17,038
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
661
shares
|
$16,809
0.0% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
606
shares
|
$15,410
0.0% of portfolio
|
Q2 2025
Reduced 18.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
604
shares
|
$15,359
0.0% of portfolio
|
Q3 2025
Reduced 36.55%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
593
shares
|
$15,079
0.01% of portfolio
|
Q1 2024
Reduced 19.65%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
504
shares
|
$12,816
0.0% of portfolio
|
Q3 2025
Reduced 27.17%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
500
shares
|
$12,715
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
500
shares
|
$12,715
0.01% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
496
shares
|
$12,613
0.01% of portfolio
|
Q3 2025
Added 0.81%
|
|