Latest Institutional Purchases of Fidelity Covington Tr Msci Ene (FENY)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Ene (FENY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
205K+ 15.44% |
$4.74M - $5.51M
|
1.53M
$37.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
122K+ 17.43% |
$2.81M - $3.27M
|
819K
$20.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
122K+ 13.77% |
$2.81M - $3.27M
|
1M
$24.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
118KNew |
$2.74M - $3.18M
|
118K
$2.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
76.9KNew |
$1.78M - $2.07M
|
76.9K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
47KNew |
$1.09M - $1.26M
|
47K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.4KNew |
$842K - $979K
|
36.4K
$892K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
33.7KNew |
$780K - $908K
|
33.7K
$827K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
31.5KNew |
$729K - $848K
|
31.5K
$772K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
30.9KNew |
$714K - $831K
|
30.9K
$757K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
30.2KNew |
$700K - $814K
|
30.2K
$742K
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
15.2KNew |
$351K - $409K
|
15.2K
$372K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11.9KNew |
$275K - $319K
|
11.9K
$291K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.4KNew |
$239K - $279K
|
10.4K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.3KNew |
$239K - $277K
|
10.3K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
9.69KNew |
$224K - $261K
|
9.69K
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
9.36K+ 149.4% |
$217K - $252K
|
15.6K
$383K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7.44KNew |
$172K - $200K
|
7.44K
$182K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6.29KNew |
$146K - $169K
|
6.29K
$154K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
6.13K+ 6.39% |
$142K - $165K
|
102K
$2.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.79K+ 97.42% |
$111K - $129K
|
9.71K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.63K+ 22.28% |
$107K - $124K
|
25.4K
$623K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.55K+ 48.16% |
$82.2K - $95.6K
|
10.9K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.38K+ 8.51% |
$55.1K - $64K
|
30.3K
$744K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.06K+ 6248.48% |
$47.7K - $55.5K
|
2.1K
$51.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.03K+ 19.25% |
$47.1K - $54.7K
|
12.6K
$309K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.64KNew |
$38K - $44.2K
|
1.64K
$40.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.56K+ 1.82% |
$36.2K - $42.1K
|
87.3K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.38K+ 3140.91% |
$32K - $37.2K
|
1.43K
$35K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.16K+ 7.1% |
$26.8K - $31.2K
|
17.5K
$429K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 1.0% |
$26.7K - $31K
|
117K
$2.87M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.13KNew |
$26.2K - $30.4K
|
1.13K
$27.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.02K+ 1.58% |
$23.7K - $27.6K
|
65.8K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
800+ 160.0% |
$18.5K - $21.5K
|
1.3K
$31.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
798New |
$18.5K - $21.5K
|
798
$19.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
659+ 5.75% |
$15.2K - $17.7K
|
12.1K
$297K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
626+ 4.1% |
$14.5K - $16.8K
|
15.9K
$390K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
532+ 1.02% |
$12.3K - $14.3K
|
52.4K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
488+ 1.7% |
$11.3K - $13.1K
|
29.2K
$715K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
365+ 2.13% |
$8.45K - $9.82K
|
17.5K
$429K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
342+ 52.29% |
$7.91K - $9.2K
|
996
$24.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
338+ 1.42% |
$7.82K - $9.1K
|
24.2K
$592K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
326+ 163.0% |
$7.54K - $8.77K
|
526
$12.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
310New |
$7.17K - $8.34K
|
310
$7.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
262+ 1.45% |
$6.06K - $7.05K
|
18.3K
$449K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
256+ 2.69% |
$5.92K - $6.89K
|
9.79K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
231+ 1.13% |
$5.35K - $6.22K
|
20.7K
$507K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
224+ 0.78% |
$5.18K - $6.03K
|
28.8K
$707K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
208New |
$4.81K - $5.6K
|
208
$5.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
203+ 0.63% |
$4.7K - $5.46K
|
32.3K
$793K
|