Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-19- 0.13% |
$440 - $511
|
15.2K
$377K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.16% |
$463 - $538
|
12.7K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26- 45.61% |
$602 - $700
|
31
$771
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-42- 0.09% |
$972 - $1.13K
|
44.7K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-50- 0.17% |
$1.16K - $1.35K
|
28.9K
$720K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-66- 21.64% |
$1.53K - $1.78K
|
239
$5.95K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-126- 10.6% |
$2.92K - $3.39K
|
1.06K
$26.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-283- 2.3% |
$6.55K - $7.62K
|
12K
$299K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-288- 0.55% |
$6.66K - $7.75K
|
52.2K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-297- 0.88% |
$6.87K - $7.99K
|
33.5K
$833K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-334- 41.08% |
$7.73K - $8.99K
|
479
$11.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-395- 6.46% |
$9.14K - $10.6K
|
5.72K
$142K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-414- 3.04% |
$9.58K - $11.1K
|
13.2K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-472- 1.49% |
$10.9K - $12.7K
|
31.3K
$779K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-485- 1.18% |
$11.2K - $13.1K
|
40.6K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-582- 1.28% |
$13.5K - $15.7K
|
44.8K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-586- 4.2% |
$13.6K - $15.8K
|
13.4K
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-665- 4.39% |
$15.4K - $17.9K
|
14.5K
$361K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-700- 4.07% |
$16.2K - $18.8K
|
16.5K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-708- 9.05% |
$16.4K - $19.1K
|
7.11K
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-934- 1.29% |
$21.6K - $25.1K
|
71.5K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1K- 7.8% |
$23.1K - $26.9K
|
11.8K
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.05K- 5.39% |
$24.3K - $28.3K
|
18.5K
$460K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.15K- 4.54% |
$26.5K - $30.8K
|
24.1K
$599K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.27K- 1.12% |
$29.3K - $34.1K
|
111K
$2.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.35K- 7.44% |
$31.2K - $36.3K
|
16.8K
$418K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.36K- 9.29% |
$31.4K - $36.5K
|
13.3K
$330K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.58K- 5.37% |
$36.4K - $42.4K
|
27.8K
$691K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.9K- 10.24% |
$43.9K - $51K
|
16.6K
$413K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.18K- 13.21% |
$50.5K - $58.7K
|
14.3K
$357K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.2K- 14.77% |
$50.8K - $59.1K
|
12.7K
$315K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-2.65K- 25.76% |
$61.2K - $71.2K
|
7.62K
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.69K- 2.06% |
$62.2K - $72.4K
|
128K
$3.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.92K- 19.42% |
$67.6K - $78.6K
|
12.1K
$301K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.89K- 13.25% |
$89.9K - $105K
|
25.4K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.02K- 6.98% |
$93.1K - $108K
|
53.6K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-4.76K- 19.36% |
$110K - $128K
|
19.8K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.84K- 3.08% |
$112K - $130K
|
152K
$3.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-5.2K- 3.01% |
$120K - $140K
|
167K
$4.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.23K- 33.29% |
$121K - $141K
|
10.5K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.04K- 2.04% |
$140K - $163K
|
290K
$7.2M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.5K- 2.55% |
$150K - $175K
|
248K
$6.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.66K- 99.92% |
$154K - $179K
|
5
$124
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.38K- 58.73% |
$171K - $199K
|
5.19K
$129K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.8K- 1.04% |
$181K - $210K
|
741K
$18.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-12.4K- 20.49% |
$286K - $333K
|
48K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.5K- 18.57% |
$290K - $338K
|
55K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-13.7K- 6.91% |
$318K - $370K
|
185K
$4.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.8K- 11.75% |
$365K - $424K
|
118K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-18.2K- 7.52% |
$420K - $489K
|
223K
$5.56M
|