Purchases and Sales Made in Q4 2025 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q4 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI ENE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Sage Guard Financial Group, LLC
Goodlettsville, TN |
BUY
|
- |
70.6KNew |
$1.67M - $1.8M
|
70.6K
$1.8M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
16.6K+ 13.91% |
$393K - $423K
|
136K
$3.46M
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
11.8K+ 2.26% |
$279K - $300K
|
534K
$13.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
8.6K+ 100.0% |
$203K - $219K
|
17.2K
$438K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.07K+ 36.96% |
$167K - $180K
|
26.2K
$666K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
4.97K+ 5.79% |
$117K - $126K
|
90.7K
$2.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.31K+ 3.06% |
$78.2K - $84K
|
111K
$2.83M
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
1.62K+ 2.82% |
$38.3K - $41.2K
|
59.1K
$1.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.53K+ 10.8% |
$36.1K - $38.9K
|
15.7K
$399K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.37K+ 3.76% |
$32.4K - $34.9K
|
37.9K
$963K
|
|
|
Jan 21, 2026
Q4 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
879+ 5.92% |
$20.8K - $22.4K
|
15.7K
$400K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
637+ 3.11% |
$15.1K - $16.2K
|
21.1K
$537K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
442+ 5.01% |
$10.5K - $11.2K
|
9.26K
$235K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
427+ 1.71% |
$10.1K - $10.9K
|
25.4K
$647K
|
|
|
Jan 23, 2026
Q4 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
265New |
$6.27K - $6.74K
|
265
$6.74K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
249New |
$5.89K - $6.33K
|
249
$6.33K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$2.37K - $2.54K
|
100
$2.54K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
50New |
$1.18K - $1.27K
|
50
$1.27K
|
|
|
Jan 27, 2026
Q4 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
33+ 0.37% |
$780 - $839
|
8.95K
$228K
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8+ 0.05% |
$189 - $203
|
17.1K
$434K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.76% |
$118 - $127
|
661
$16.8K
|
|
|
Jan 26, 2026
Q4 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
4+ 0.81% |
$94.6 - $102
|
500
$12.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-100- 0.42% |
$2.37K - $2.54K
|
23.6K
$601K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 0.25% |
$2.37K - $2.54K
|
40.2K
$1.02M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-125- 1.32% |
$2.96K - $3.18K
|
9.33K
$237K
|
|
|
Jan 27, 2026
Q4 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-129- 0.27% |
$3.05K - $3.28K
|
48K
$1.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-175- 41.97% |
$4.14K - $4.45K
|
242
$6.15K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
SELL
|
- |
-211- 0.91% |
$4.99K - $5.37K
|
22.9K
$584K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-297- 2.4% |
$7.02K - $7.55K
|
12.1K
$307K
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-373- 71.05% |
$8.82K - $9.49K
|
152
$3.87K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-377- 0.74% |
$8.92K - $9.59K
|
50.8K
$1.29M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-380- 0.54% |
$8.99K - $9.66K
|
69.7K
$1.77M
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-489- 4.03% |
$11.6K - $12.4K
|
11.6K
$296K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-884- 5.78% |
$20.9K - $22.5K
|
14.4K
$367K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-925- 2.31% |
$21.9K - $23.5K
|
39.2K
$997K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-985- 1.74% |
$23.3K - $25K
|
55.7K
$1.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1K- 4.49% |
$23.7K - $25.5K
|
21.3K
$542K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.14K- 19.72% |
$50.7K - $54.5K
|
8.72K
$222K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-2.21K- 9.27% |
$52.2K - $56.1K
|
21.6K
$549K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-6.33K- 4.13% |
$150K - $161K
|
147K
$3.74M
|
|
|
Jan 27, 2026
Q4 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-29.8K- 78.02% |
$705K - $758K
|
8.4K
$214K
|
|