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 215 institutions that hold shares in the stock, with a total of 16.6 Million shares, which have been reported (via 13F filing form) to have a value of $391 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
6,665
shares
|
$156,827
0.01% of portfolio
|
Q3 2024
Added 46.16%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
6,263
shares
|
$147,368
0.02% of portfolio
|
Q3 2024
Added 21.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
6,110
shares
|
$143,768
0.0% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
4,918
shares
|
$115,720
0.0% of portfolio
|
Q3 2024
Added 99.11%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,829
shares
|
$113,626
0.01% of portfolio
|
Q3 2024
Reduced 17.04%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
4,536
shares
|
$106,732
0.01% of portfolio
|
Q3 2024
Added 791.16%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,997
shares
|
$94,049
0.0% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
3,573
shares
|
$84,072
0.02% of portfolio
|
Q2 2024
Reduced 8.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
3,565
shares
|
$83,884
0.0% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,500
shares
|
$58,825
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
2,287
shares
|
$53,813
0.03% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,057
shares
|
$48,401
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,619
shares
|
$38,095
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,501
shares
|
$35,318
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
1,200
shares
|
$28,236
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,199
shares
|
$28,212
0.01% of portfolio
|
Q3 2024
Reduced 39.41%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,189
shares
|
$27,977
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,133
shares
|
$26,659
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,113
shares
|
$26,188
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,087
shares
|
$25,577
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,000
shares
|
$23,530
0.0% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
813
shares
|
$19,129
0.0% of portfolio
|
Q3 2024
Added 221.34%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
701
shares
|
$16,494
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
670
shares
|
$15,765
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
654
shares
|
$15,388
0.0% of portfolio
|
Q3 2023
Added 13.94%
|