Latest Institutional Transactions on Fidelity Covington Tr Msci Ene (FENY)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Ene (FENY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
200New |
$4.65K - $5.09K
|
200
$5.09K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-876- 2.14% |
$20.4K - $22.3K
|
40.1K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-8.1K- 34.6% |
$188K - $206K
|
15.3K
$389K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-144- 1.15% |
$3.35K - $3.67K
|
12.4K
$315K
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.52K- 6.19% |
$58.7K - $64.2K
|
38.2K
$972K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.31K+ 107.04% |
$170K - $186K
|
14.1K
$360K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.34K+ 7.03% |
$31.3K - $34.2K
|
20.5K
$520K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
43+ 0.49% |
$1K - $1.09K
|
8.81K
$224K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4- 0.04% |
$93.1 - $102
|
9.15K
$233K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-25- 71.43% |
$582 - $637
|
10
$254
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.77K+ 8.63% |
$41.3K - $45.1K
|
22.3K
$567K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
487+ 1.79% |
$11.3K - $12.4K
|
27.7K
$705K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
3.01K+ 5.53% |
$70.1K - $76.7K
|
57.5K
$1.46M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-18- 0.2% |
$419 - $458
|
8.92K
$227K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-32Closed |
$745 - $815
|
0
$0
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-809- 3.29% |
$18.8K - $20.6K
|
23.8K
$605K
|
|
| Q2 2025 | |||||||
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-2.8K- 2.68% |
$58.3K - $72K
|
102K
$2.58M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.04K- 11.23% |
$147K - $181K
|
55.7K
$1.42M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
421New |
$8.77K - $10.8K
|
421
$10.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-357- 3.8% |
$7.44K - $9.19K
|
9.05K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-270- 2.92% |
$5.62K - $6.95K
|
8.99K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
353New |
$7.35K - $9.09K
|
353
$8.98K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
54.7KNew |
$1.14M - $1.41M
|
54.7K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.8KNew |
$247K - $305K
|
11.8K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
53+ 0.18% |
$1.1K - $1.36K
|
29.6K
$753K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.63KNew |
$180K - $222K
|
8.63K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.36K- 59.5% |
$49.1K - $60.6K
|
1.6K
$40.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.34K+ 22.43% |
$153K - $189K
|
40K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.22K+ 310.82% |
$87.9K - $109K
|
5.58K
$142K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-13K- 52.94% |
$271K - $335K
|
11.6K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
482KNew |
$10M - $12.4M
|
482K
$12.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
775New |
$16.1K - $20K
|
775
$19.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-300- 42.25% |
$6.25K - $7.73K
|
410
$10.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
101K+ 201.43% |
$2.1M - $2.6M
|
151K
$3.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
9New |
$187 - $232
|
9
$229
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.83K- 24.54% |
$59K - $72.9K
|
8.71K
$221K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
798New |
$16.6K - $20.5K
|
798
$20.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.01K+ 66833.33% |
$41.8K - $51.6K
|
2.01K
$51.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.01K- 16.08% |
$146K - $181K
|
36.6K
$931K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-520- 4.46% |
$10.8K - $13.4K
|
11.1K
$284K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.49K+ 2.34% |
$31K - $38.3K
|
64.9K
$1.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
525New |
$10.9K - $13.5K
|
525
$13.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
8.7KNew |
$181K - $224K
|
8.7K
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
8.6KNew |
$179K - $222K
|
8.6K
$219K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-125- 1.31% |
$2.6K - $3.22K
|
9.45K
$240K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-133- 18.0% |
$2.77K - $3.42K
|
606
$15.4K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-400- 80.0% |
$9.3K - $10.5K
|
100
$2.54K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
12.5KNew |
$291K - $328K
|
12.5K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
28.7KNew |
$667K - $751K
|
28.7K
$730K
|
|