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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.17KNew |
$190K - $214K
|
8.17K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.14KNew |
$189K - $213K
|
8.14K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.98K+ 9.22% |
$46.1K - $51.9K
|
23.5K
$598K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
69+ 0.32% |
$1.6K - $1.81K
|
21.9K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
300+ 2.94% |
$6.97K - $7.85K
|
10.5K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
500New |
$11.6K - $13.1K
|
500
$12.7K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.2KNew |
$399K - $449K
|
17.2K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
182New |
$4.23K - $4.76K
|
182
$4.63K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.29K- 6.48% |
$29.9K - $33.6K
|
18.5K
$472K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
8.33KNew |
$193K - $218K
|
8.33K
$212K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.5KNew |
$198K - $222K
|
8.5K
$216K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
65New |
$1.51K - $1.7K
|
65
$1.65K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.5KNew |
$34.9K - $39.3K
|
1.5K
$38.2K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
7.85KNew |
$182K - $205K
|
7.85K
$200K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-32.9K- 48.1% |
$764K - $860K
|
35.5K
$902K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
42New |
$976 - $1.1K
|
42
$1.07K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
913New |
$21.2K - $23.9K
|
913
$23.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
3.76KNew |
$87.3K - $98.3K
|
3.76K
$95.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
474New |
$11K - $12.4K
|
474
$12.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-4.14K- 28.83% |
$96.1K - $108K
|
10.2K
$260K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-29- 0.09% |
$674 - $759
|
31.5K
$800K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-26- 4.94% |
$604 - $680
|
500
$12.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.31K- 12.25% |
$30.5K - $34.4K
|
9.41K
$239K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.47KNew |
$80.5K - $90.7K
|
3.47K
$88.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-16.4K- 34.55% |
$381K - $428K
|
31K
$789K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-6- 12.0% |
$139 - $157
|
44
$1.12K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
805New |
$18.7K - $21.1K
|
805
$20.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.2K- 48.85% |
$191K - $215K
|
8.59K
$218K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-8K- 49.08% |
$186K - $209K
|
8.3K
$211K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
15New |
$347 - $404
|
15
$381
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-85.4K- 89.98% |
$1.98M - $2.3M
|
9.51K
$242K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
55New |
$1.27K - $1.48K
|
55
$1.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.07K- 12.3% |
$117K - $136K
|
36.1K
$919K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.4KNew |
$125K - $145K
|
5.4K
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-3.74K- 24.33% |
$86.4K - $101K
|
11.6K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
382New |
$8.84K - $10.3K
|
382
$9.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.12KNew |
$49K - $57K
|
2.12K
$53.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-708- 9.05% |
$16.4K - $19.1K
|
7.11K
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
366+ 0.88% |
$8.47K - $9.85K
|
42.2K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.26KNew |
$29.2K - $34K
|
1.26K
$32.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.3KNew |
$30.1K - $35K
|
1.3K
$33.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
95.3KNew |
$2.21M - $2.56M
|
95.3K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
332New |
$7.68K - $8.93K
|
332
$8.44K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
150+ 100.0% |
$3.47K - $4.04K
|
300
$7.63K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.3KNew |
$239K - $277K
|
10.3K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-395- 6.46% |
$9.14K - $10.6K
|
5.72K
$145K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
50New |
$1.16K - $1.35K
|
50
$1.27K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11.9KNew |
$275K - $319K
|
11.9K
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
15.2KNew |
$351K - $409K
|
15.2K
$386K
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1K- 7.8% |
$23.1K - $26.9K
|
11.8K
$300K
|
|