Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q1 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI ENE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 0.17% |
$35.2K - $43.1K
|
976K
$24.3M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.65K+ 3.59% |
$34K - $41.6K
|
47.4K
$1.18M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.57K+ 6.43% |
$32.5K - $39.8K
|
26K
$648K
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.54K+ 13.59% |
$31.8K - $38.9K
|
12.9K
$320K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.28K+ 39.11% |
$26.5K - $32.4K
|
4.56K
$113K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.24K+ 0.52% |
$25.6K - $31.3K
|
240K
$5.97M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 2.05% |
$22.8K - $27.9K
|
54.9K
$1.37M
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
1.01K+ 2.09% |
$20.8K - $25.5K
|
49.3K
$1.23M
|
|
May 12, 2023
Q1 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
980+ 0.49% |
$20.3K - $24.8K
|
201K
$5.01M
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
889+ 1.65% |
$18.4K - $22.5K
|
54.8K
$1.36M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
828+ 4.46% |
$17.1K - $20.9K
|
19.4K
$483K
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
772+ 0.86% |
$16K - $19.5K
|
90.2K
$2.24M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
730+ 5.35% |
$15.1K - $18.5K
|
14.4K
$357K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
670+ 11.46% |
$13.8K - $17K
|
6.52K
$162K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
516New |
$10.7K - $13.1K
|
516
$12.8K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
478+ 1.8% |
$9.88K - $12.1K
|
27.1K
$673K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
390+ 27.16% |
$8.06K - $9.87K
|
1.83K
$45.4K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
339+ 3.51% |
$7.01K - $8.58K
|
10K
$249K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
335+ 1.22% |
$6.92K - $8.48K
|
27.7K
$690K
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
250+ 2.09% |
$5.17K - $6.33K
|
12.2K
$304K
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
248+ 1.31% |
$5.13K - $6.27K
|
19.1K
$476K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
246+ 0.95% |
$5.08K - $6.22K
|
26.1K
$649K
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
198+ 0.8% |
$4.09K - $5.01K
|
24.9K
$620K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
175+ 0.39% |
$3.62K - $4.43K
|
45.4K
$1.13M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
175+ 0.8% |
$3.62K - $4.43K
|
22.2K
$552K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
148New |
$3.06K - $3.74K
|
148
$3.68K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
133+ 79.64% |
$2.75K - $3.36K
|
300
$7.46K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
123+ 2.15% |
$2.54K - $3.11K
|
5.84K
$145K
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
116+ 0.95% |
$2.4K - $2.93K
|
12.3K
$306K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
99+ 0.26% |
$2.05K - $2.5K
|
37.8K
$941K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
91+ 159.65% |
$1.88K - $2.3K
|
148
$3.68K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
81+ 19.42% |
$1.67K - $2.05K
|
498
$12.4K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
76+ 0.58% |
$1.57K - $1.92K
|
13.3K
$331K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
76New |
$1.57K - $1.92K
|
76
$1.89K
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
50New |
$1.03K - $1.27K
|
50
$1.24K
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
10+ 0.05% |
$207 - $253
|
18.4K
$459K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8+ 0.03% |
$165 - $202
|
31.5K
$784K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
7New |
$145 - $177
|
7
$174
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 0.73% |
$145 - $177
|
966
$24K
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.83% |
$103 - $127
|
606
$15.1K
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 0.95% |
$82.7 - $101
|
427
$10.6K
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.94% |
$62 - $75.9
|
323
$8.04K
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.86% |
$41.3 - $50.6
|
235
$5.85K
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 1.16% |
$41.3 - $50.6
|
174
$4.33K
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.82% |
$41.3 - $50.6
|
246
$6.12K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.1% |
$20.7 - $25.3
|
994
$24.7K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.77% |
$20.7 - $25.3
|
131
$3.26K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1New |
$20.7 - $25.3
|
1
$24.9
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.09% |
$20.7 - $25.3
|
1.11K
$27.7K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-32- 1.91% |
$661 - $810
|
1.64K
$40.9K
|