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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
13KNew |
$269K - $329K
|
13K
$319K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.03K+ 20.34% |
$42K - $51.4K
|
12K
$294K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
516New |
$10.7K - $13.1K
|
516
$12.7K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
339+ 3.51% |
$7.01K - $8.58K
|
10K
$245K
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
250+ 2.09% |
$5.17K - $6.33K
|
12.2K
$299K
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
116+ 0.95% |
$2.4K - $2.93K
|
12.3K
$302K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
76New |
$1.57K - $1.92K
|
76
$1.86K
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
50New |
$1.03K - $1.27K
|
50
$1.23K
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.82% |
$41.3 - $50.6
|
246
$6.03K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
11KNew |
$231K - $284K
|
11K
$270K
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
9.75KNew |
$205K - $252K
|
9.75K
$239K
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.85KNew |
$186K - $229K
|
8.85K
$217K
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.51KNew |
$178K - $220K
|
8.51K
$209K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.57KNew |
$96K - $118K
|
4.57K
$112K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1KNew |
$21K - $25.8K
|
1K
$24.5K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
959+ 17.67% |
$20.1K - $24.8K
|
6.39K
$157K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
643New |
$13.5K - $16.6K
|
643
$15.8K
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
628New |
$13.2K - $16.2K
|
628
$15.4K
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
562+ 5.88% |
$11.8K - $14.5K
|
10.1K
$248K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
453New |
$9.5K - $11.7K
|
453
$11.1K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
305New |
$6.4K - $7.88K
|
305
$7.48K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
167New |
$3.5K - $4.31K
|
167
$4.09K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
78New |
$1.64K - $2.01K
|
78
$1.91K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
22New |
$462 - $568
|
22
$539
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
31.2KNew |
$572K - $723K
|
31.2K
$766K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.75KNew |
$50.4K - $63.7K
|
2.75K
$67.4K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.75K+ 1.72% |
$32K - $40.4K
|
103K
$2.53M
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
65New |
$1.19K - $1.5K
|
65
$1.59K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
37.5KNew |
$716K - $946K
|
37.5K
$920K
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
37.1KNew |
$708K - $934K
|
37.1K
$908K
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
14KNew |
$268K - $354K
|
14K
$344K
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
11.1KNew |
$212K - $280K
|
11.1K
$272K
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$203K - $268K
|
10.6K
$261K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.42KNew |
$27.1K - $35.8K
|
1.42K
$34.8K
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
179New |
$3.42K - $4.51K
|
179
$4.39K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
85New |
$1.62K - $2.14K
|
85
$2.08K
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2+ 0.79% |
$38.2 - $50.4
|
254
$6.23K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
111KNew |
$1.74M - $2.4M
|
111K
$2.72M
|
|
May 10, 2022
Q1 2022
|
Miramar Capital, LLC
|
BUY
|
- |
12.7KNew |
$199K - $275K
|
12.7K
$311K
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
11.5KNew |
$181K - $249K
|
11.5K
$283K
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1KNew |
$15.7K - $21.6K
|
1K
$24.5K
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
353New |
$5.53K - $7.64K
|
353
$8.66K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
96New |
$1.5K - $2.08K
|
96
$2.35K
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 1.33% |
$15.7 - $21.6
|
76
$1.86K
|
|
Q4 2021 | |||||||
Feb 01, 2022
Q4 2021
|
Yarbrough Capital, LLC
|
BUY
|
- |
712KNew |
$10.3M - $11.6M
|
712K
$17.5M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
42.7KNew |
$619K - $697K
|
42.7K
$1.05M
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
300New |
$4.35K - $4.9K
|
300
$7.36K
|
|
Q2 2021 | |||||||
Aug 12, 2021
Q2 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
5+ 83.33% |
$63.4 - $76.9
|
11
$270
|
|
Q3 2019 | |||||||
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
3+ 0.85% |
$44.5 - $52.1
|
354
$8.68K
|
|
Q2 2019 | |||||||
Jul 10, 2019
Q2 2019
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
110New |
$1.76K - $2.07K
|
110
$2.7K
|