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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
314
shares
|
$7,699
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
310
shares
|
$7,601
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
279
shares
|
$6,841
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
239
shares
|
$5,860
0.0% of portfolio
|
Q4 2024
Reduced 21.64%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
225
shares
|
$5,517
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
209
shares
|
$5,124
0.0% of portfolio
|
Q2 2023
Reduced 89.95%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
208
shares
|
$5,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
200
shares
|
$4,904
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
191
shares
|
$4,683
0.0% of portfolio
|
Q1 2024
Reduced 16.59%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
150
shares
|
$3,678
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
110
shares
|
$2,697
0.0% of portfolio
|
Q3 2024
Reduced 59.41%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$2,452
0.0% of portfolio
|
Q3 2023
Reduced 4.76%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
87
shares
|
$2,133
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
77
shares
|
$1,888
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
76
shares
|
$1,863
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
76
shares
|
$1,863
0.0% of portfolio
|
Q1 2022
Added 1.33%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
70
shares
|
$1,716
0.0% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
65
shares
|
$1,593
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
50
shares
|
$1,226
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
50
shares
|
$1,226
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
50
shares
|
$1,226
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
38
shares
|
$931
0.0% of portfolio
|
Q2 2024
Added 2.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
31
shares
|
$760
0.0% of portfolio
|
Q4 2024
Reduced 45.61%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
10
shares
|
$245
0.0% of portfolio
|
Q3 2024
Reduced 92.7%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10
shares
|
$245
0.0% of portfolio
|
Q2 2021
Reduced 97.73%
|