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 231 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 $407 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,620,775
shares
|
$39.7 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,531,085
shares
|
$37.5 Million
0.05% of portfolio
|
Q4 2024
Added 15.44%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,063,121
shares
|
$26.1 Million
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,004,150
shares
|
$24.6 Million
0.03% of portfolio
|
Q4 2024
Added 13.77%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
818,781
shares
|
$20.1 Million
0.1% of portfolio
|
Q4 2024
Added 17.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
748,811
shares
|
$18.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
711,695
shares
|
$17.5 Million
0.66% of portfolio
|
Q4 2021
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
609,923
shares
|
$15 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
334,427
shares
|
$8.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
295,540
shares
|
$7.25 Million
0.0% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
279,418
shares
|
$6.85 Million
0.02% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
261,493
shares
|
$6.41 Million
3.39% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
254,580
shares
|
$6.24 Million
0.04% of portfolio
|
Q3 2024
Added 50.68%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
223,448
shares
|
$5.48 Million
0.8% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
221,850
shares
|
$5.44 Million
0.03% of portfolio
|
Q4 2024
Reduced 64.16%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
216,131
shares
|
$5.3 Million
0.0% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
203,612
shares
|
$4.99 Million
0.12% of portfolio
|
Q1 2024
Added 5.91%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
198,854
shares
|
$4.88 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
187,345
shares
|
$4.59 Million
0.3% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
178,121
shares
|
$4.37 Million
0.0% of portfolio
|
Q3 2024
Added 34.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
171,344
shares
|
$4.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.3%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
168,873
shares
|
$4.14 Million
1.64% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
167,464
shares
|
$4.11 Million
1.88% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
157,201
shares
|
$3.85 Million
0.03% of portfolio
|
Q3 2024
Reduced 24.37%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
142,571
shares
|
$3.5 Million
0.07% of portfolio
|
Q2 2024
Reduced 12.78%
|