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 |
|---|---|---|---|---|---|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
9,250
shares
|
$235,227
0.15% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
9,154
shares
|
$232,786
0.01% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
9,094
shares
|
$231,260
0.02% of portfolio
|
Q3 2025
Reduced 57.06%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
8,934
shares
|
$227,191
0.1% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
8,915
shares
|
$226,708
0.02% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
8,814
shares
|
$224,140
0.06% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
8,805
shares
|
$223,911
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
8,603
shares
|
$218,774
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
8,325
shares
|
$211,704
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,144
shares
|
$207,101
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
6,880
shares
|
$174,958
0.0% of portfolio
|
Q3 2025
Reduced 16.36%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
6,291
shares
|
$159,980
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
5,715
shares
|
$145,332
0.0% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,579
shares
|
$141,873
0.0% of portfolio
|
Q2 2025
Added 310.82%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,397
shares
|
$137,245
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
4,717
shares
|
$119,953
0.01% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
4,536
shares
|
$115,350
0.01% of portfolio
|
Q3 2024
Added 791.16%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
4,329
shares
|
$110,086
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
3,669
shares
|
$93,302
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
3,573
shares
|
$90,861
0.02% of portfolio
|
Q2 2024
Reduced 8.83%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
2,657
shares
|
$67,567
0.0% of portfolio
|
Q3 2025
Added 2557.0%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,628
shares
|
$66,830
0.0% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,404
shares
|
$61,133
0.0% of portfolio
|
Q3 2025
Added 14.2%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,236
shares
|
$56,861
0.0% of portfolio
|
Q3 2025
Reduced 24.76%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,169
shares
|
$55,157
0.0% of portfolio
|
Q3 2025
New holding
|
|