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 244 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $455 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
23,798
shares
|
$605,183
0.54% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
23,743
shares
|
$603,784
0.01% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,219
shares
|
$590,459
0.0% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
23,160
shares
|
$588,958
0.06% of portfolio
|
Q3 2025
Reduced 14.59%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,664
shares
|
$576,345
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
22,310
shares
|
$567,343
0.44% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
20,462
shares
|
$520,348
0.1% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
20,158
shares
|
$512,617
0.0% of portfolio
|
Q3 2025
Reduced 30.47%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
19,700
shares
|
$500,971
0.2% of portfolio
|
Q3 2025
Reduced 26.18%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
19,594
shares
|
$498,275
0.0% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
19,118
shares
|
$486,170
0.0% of portfolio
|
Q3 2025
Reduced 17.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
18,983
shares
|
$482,737
0.01% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
18,547
shares
|
$471,650
0.21% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
17,395
shares
|
$442,354
0.0% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
17,179
shares
|
$436,861
0.07% of portfolio
|
Q3 2025
Reduced 13.38%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
17,042
shares
|
$433,378
0.04% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
16,882
shares
|
$429,309
0.13% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
16,556
shares
|
$421,019
0.02% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
15,885
shares
|
$403,955
0.22% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
15,623
shares
|
$397,292
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
15,303
shares
|
$389,155
0.0% of portfolio
|
Q3 2025
Reduced 34.6%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
14,842
shares
|
$377,432
0.23% of portfolio
|
Q3 2025
Added 25.66%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
14,660
shares
|
$372,803
0.05% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
14,143
shares
|
$359,656
0.01% of portfolio
|
Q3 2025
Added 107.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
13,615
shares
|
$346,229
0.01% of portfolio
|
Q3 2025
Added 4.75%
|
|