Institutional Ownership Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY). We have compiled data on the 241 institutions that hold shares in the stock, with a total of 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $350 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
136,991
shares
|
$2.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 50.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
131,467
shares
|
$2.84 Million
0.01% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
127,840
shares
|
$2.77 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
127,230
shares
|
$2.75 Million
0.07% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
118,477
shares
|
$2.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
116,893
shares
|
$2.53 Million
1.36% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
111,416
shares
|
$2.41 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
107,370
shares
|
$2.32 Million
0.25% of portfolio
|
Q4 2024
Added 18.85%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
102,979
shares
|
$2.23 Million
0.06% of portfolio
|
Q3 2022
Added 1.72%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
101,998
shares
|
$2.21 Million
1.34% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
98,925
shares
|
$2.14 Million
1.36% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
95,313
shares
|
$2.06 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
90,103
shares
|
$1.95 Million
0.17% of portfolio
|
Q3 2022
Reduced 62.45%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
81,243
shares
|
$1.76 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
76,886
shares
|
$1.66 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
71,549
shares
|
$1.55 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
68,362
shares
|
$1.48 Million
0.03% of portfolio
|
Q4 2024
Reduced 57.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
67,939
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
63,374
shares
|
$1.37 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
56,680
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 40.74%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
55,015
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.57%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
54,782
shares
|
$1.18 Million
0.44% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
53,668
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Added 147.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
53,631
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
53,500
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Added 62.61%
|