Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-414- 3.04% |
$9.58K - $11.1K
|
13.2K
$333K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-395- 6.46% |
$9.14K - $10.6K
|
5.72K
$144K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-334- 41.08% |
$7.73K - $8.99K
|
479
$12.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-297- 0.88% |
$6.87K - $7.99K
|
33.5K
$844K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-288- 0.55% |
$6.66K - $7.75K
|
52.2K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-283- 2.3% |
$6.55K - $7.62K
|
12K
$303K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-126- 10.6% |
$2.92K - $3.39K
|
1.06K
$26.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-66- 21.64% |
$1.53K - $1.78K
|
239
$6.03K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-50- 0.17% |
$1.16K - $1.35K
|
28.9K
$729K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-42- 0.09% |
$972 - $1.13K
|
44.7K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26- 45.61% |
$602 - $700
|
31
$782
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.16% |
$463 - $538
|
12.7K
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-19- 0.13% |
$440 - $511
|
15.2K
$382K
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.1K- 39.65% |
$210K - $234K
|
13.9K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.2K- 16.17% |
$189K - $211K
|
42.5K
$1.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.99K- 26.7% |
$138K - $154K
|
16.5K
$415K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.46K- 11.72% |
$80K - $89.2K
|
26.1K
$657K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2.5K- 19.69% |
$57.7K - $64.4K
|
10.2K
$257K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.17K- 12.48% |
$50.1K - $55.9K
|
15.2K
$383K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.86K- 4.21% |
$42.8K - $47.8K
|
42.2K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-924- 2.02% |
$21.3K - $23.8K
|
44.8K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-510- 57.76% |
$11.8K - $13.1K
|
373
$9.4K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-161- 59.41% |
$3.72K - $4.15K
|
110
$2.77K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-138- 12.13% |
$3.19K - $3.55K
|
1K
$25.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-127- 92.7% |
$2.93K - $3.27K
|
10
$252
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-22- 23.91% |
$508 - $567
|
70
$1.76K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-20- 4.93% |
$462 - $515
|
386
$9.73K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-410- 0.93% |
$9.93K - $11K
|
43.8K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-346- 8.83% |
$8.38K - $9.3K
|
3.57K
$90.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-124- 0.59% |
$3K - $3.33K
|
20.9K
$526K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-11.3K- 48.69% |
$247K - $291K
|
11.9K
$299K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.19K- 34.46% |
$92.1K - $108K
|
7.97K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.75K- 30.17% |
$82.3K - $97K
|
8.68K
$219K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-600- 66.67% |
$13.2K - $15.5K
|
300
$7.56K
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-531- 5.95% |
$11.7K - $13.7K
|
8.39K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-346- 1.01% |
$7.6K - $8.95K
|
33.8K
$852K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-145- 19.65% |
$3.19K - $3.75K
|
593
$14.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-38- 16.59% |
$835 - $983
|
191
$4.82K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-170K- 91.08% |
$3.78M - $4.3M
|
16.6K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-19.9K- 58.36% |
$442K - $502K
|
14.2K
$357K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-19.3K- 39.05% |
$429K - $487K
|
30.1K
$758K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.87K- 29.88% |
$109K - $123K
|
11.4K
$288K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.09K- 8.72% |
$24.2K - $27.5K
|
11.4K
$287K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.08K- 63.0% |
$24.1K - $27.4K
|
636
$16K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-248- 51.03% |
$5.52K - $6.27K
|
238
$6K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-54- 50.0% |
$1.2K - $1.37K
|
54
$1.36K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-11- 1.1% |
$245 - $278
|
987
$24.9K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-9.91K- 51.13% |
$214K - $254K
|
9.47K
$239K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.08K- 37.19% |
$110K - $130K
|
8.59K
$216K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-202Closed |
$4.37K - $5.18K
|
0
$0
|
|