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 235 institutions that hold shares in the stock, with a total of 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $360 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
136,991
shares
|
$3.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 50.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
133,304
shares
|
$2.96 Million
0.01% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
127,840
shares
|
$2.84 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
127,230
shares
|
$2.83 Million
0.07% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
118,477
shares
|
$2.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
116,893
shares
|
$2.6 Million
1.36% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
111,416
shares
|
$2.48 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
104,958
shares
|
$2.33 Million
1.51% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
102,979
shares
|
$2.29 Million
0.06% of portfolio
|
Q3 2022
Added 1.72%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
98,925
shares
|
$2.2 Million
1.36% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
95,313
shares
|
$2.12 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
90,103
shares
|
$2 Million
0.17% of portfolio
|
Q3 2022
Reduced 62.45%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
81,243
shares
|
$1.81 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
78,422
shares
|
$1.74 Million
0.2% of portfolio
|
Q1 2025
Reduced 26.96%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
76,886
shares
|
$1.71 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
71,549
shares
|
$1.59 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
69,861
shares
|
$1.55 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
68,362
shares
|
$1.52 Million
0.03% of portfolio
|
Q4 2024
Reduced 57.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
67,939
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
63,374
shares
|
$1.41 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
56,680
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 40.74%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
55,015
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.57%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
54,806
shares
|
$1.22 Million
0.48% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
53,668
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Added 147.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
53,631
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.98%
|