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 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.55K+ 48.16% |
$82.2K - $95.6K
|
10.9K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.24K+ 12.48% |
$74.9K - $87.1K
|
29.2K
$732K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.03K+ 24.7% |
$70.1K - $81.5K
|
15.3K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2.68KNew |
$62K - $72.1K
|
2.68K
$67.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
2.41K+ 0.92% |
$55.8K - $64.9K
|
264K
$6.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.38K+ 8.51% |
$55.1K - $64K
|
30.3K
$762K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.12KNew |
$49K - $57K
|
2.12K
$53.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.06K+ 6248.48% |
$47.7K - $55.5K
|
2.1K
$52.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.03K+ 19.25% |
$47.1K - $54.7K
|
12.6K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.74K+ 3.57% |
$40.3K - $46.9K
|
50.5K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.64KNew |
$38K - $44.2K
|
1.64K
$41.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.56K+ 1.82% |
$36.2K - $42.1K
|
87.3K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.38K+ 3140.91% |
$32K - $37.2K
|
1.43K
$35.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.3KNew |
$30.1K - $35K
|
1.3K
$32.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.26KNew |
$29.2K - $34K
|
1.26K
$31.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.16K+ 7.1% |
$26.8K - $31.2K
|
17.5K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 1.0% |
$26.7K - $31K
|
117K
$2.94M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.13KNew |
$26.2K - $30.4K
|
1.13K
$28.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.02K+ 1.58% |
$23.7K - $27.6K
|
65.8K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
844+ 4.02% |
$19.5K - $22.7K
|
21.8K
$548K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
800+ 160.0% |
$18.5K - $21.5K
|
1.3K
$32.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
798New |
$18.5K - $21.5K
|
798
$20K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
739New |
$17.1K - $19.9K
|
739
$18.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
659+ 5.75% |
$15.2K - $17.7K
|
12.1K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
626+ 4.1% |
$14.5K - $16.8K
|
15.9K
$399K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
532+ 1.02% |
$12.3K - $14.3K
|
52.4K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
488+ 1.7% |
$11.3K - $13.1K
|
29.2K
$733K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
484New |
$11.2K - $13K
|
484
$12.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
468+ 537.93% |
$10.8K - $12.6K
|
555
$13.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
382New |
$8.84K - $10.3K
|
382
$9.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
366+ 0.88% |
$8.47K - $9.85K
|
42.2K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
365+ 2.13% |
$8.45K - $9.82K
|
17.5K
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
342+ 52.29% |
$7.91K - $9.2K
|
996
$25K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
338+ 1.42% |
$7.82K - $9.1K
|
24.2K
$607K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
332New |
$7.68K - $8.93K
|
332
$8.34K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
326+ 163.0% |
$7.54K - $8.77K
|
526
$13.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
310New |
$7.17K - $8.34K
|
310
$7.79K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
262+ 1.45% |
$6.06K - $7.05K
|
18.3K
$460K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
256+ 2.69% |
$5.92K - $6.89K
|
9.79K
$246K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
237+ 2.41% |
$5.48K - $6.38K
|
10.1K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
231+ 1.13% |
$5.35K - $6.22K
|
20.7K
$519K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
224+ 0.78% |
$5.18K - $6.03K
|
28.8K
$724K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
208New |
$4.81K - $5.6K
|
208
$5.22K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
203+ 0.63% |
$4.7K - $5.46K
|
32.3K
$813K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
191+ 0.7% |
$4.42K - $5.14K
|
27.5K
$691K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
150+ 100.0% |
$3.47K - $4.04K
|
300
$7.54K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
149+ 25.69% |
$3.45K - $4.01K
|
729
$18.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
138+ 12.7% |
$3.19K - $3.71K
|
1.23K
$30.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
91+ 0.66% |
$2.11K - $2.45K
|
13.8K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
82+ 2.05% |
$1.9K - $2.21K
|
4.08K
$102K
|