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 242 institutions that hold shares in the stock, with a total of 17.2 Million shares, which have been reported (via 13F filing form) to have a value of $437 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
12,135
shares
|
$308,593
0.02% of portfolio
|
Q3 2025
Reduced 13.11%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
12,086
shares
|
$307,346
0.1% of portfolio
|
Q4 2025
Reduced 2.4%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
12,010
shares
|
$305,414
0.0% of portfolio
|
Q1 2023
Added 20.34%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Oct 27, 2025 Q3 2025 |
11,815
shares
|
$300,455
0.17% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
11,765
shares
|
$299,183
0.01% of portfolio
|
Q4 2023
Added 4.48%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
11,566
shares
|
$294,123
0.03% of portfolio
|
Q2 2025
Reduced 52.94%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
11,523
shares
|
$293,029
0.25% of portfolio
|
Q1 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
11,394
shares
|
$289,749
0.06% of portfolio
|
Q4 2023
Reduced 8.72%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,388
shares
|
$289,596
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
11,149
shares
|
$283,519
0.08% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
11,105
shares
|
$282,400
0.18% of portfolio
|
Q2 2022
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
10,865
shares
|
$276,296
0.0% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
10,764
shares
|
$273,728
0.07% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
10,605
shares
|
$269,685
0.01% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
10,500
shares
|
$267,015
0.07% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
10,365
shares
|
$263,581
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
9,910
shares
|
$252,011
0.03% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,766
shares
|
$248,349
0.0% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
9,764
shares
|
$248,298
0.0% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
9,734
shares
|
$247,535
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
9,409
shares
|
$239,270
0.02% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
9,334
shares
|
$237,363
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
9,325
shares
|
$237,134
0.03% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
9,256
shares
|
$235,380
0.06% of portfolio
|
Q4 2025
Added 5.01%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
9,250
shares
|
$235,227
0.15% of portfolio
|
Q3 2025
Reduced 11.9%
|
|