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 234 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 $402 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
152,881
shares
|
$3.7 Million
0.06% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
150,940
shares
|
$3.65 Million
0.02% of portfolio
|
Q2 2025
Added 201.43%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
141,508
shares
|
$3.42 Million
0.46% of portfolio
|
Q3 2025
Reduced 14.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
126,908
shares
|
$3.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
119,553
shares
|
$2.89 Million
0.02% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
111,441
shares
|
$2.7 Million
1.3% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
109,025
shares
|
$2.64 Million
0.02% of portfolio
|
Q2 2025
Added 571.58%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
108,061
shares
|
$2.62 Million
1.38% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
107,370
shares
|
$2.6 Million
0.23% of portfolio
|
Q2 2025
Added 36.91%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
106,236
shares
|
$2.57 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
105,054
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
104,963
shares
|
$2.54 Million
1.21% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
102,979
shares
|
$2.49 Million
0.06% of portfolio
|
Q3 2022
Added 1.72%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
90,103
shares
|
$2.18 Million
0.17% of portfolio
|
Q3 2022
Reduced 62.45%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
85,731
shares
|
$2.07 Million
0.88% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
79,560
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.35%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
78,867
shares
|
$1.91 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
76,986
shares
|
$1.86 Million
1.22% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
74,981
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 75.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
74,975
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Added 18.54%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
70,103
shares
|
$1.7 Million
0.14% of portfolio
|
Q3 2025
Added 298.83%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
67,943
shares
|
$1.64 Million
1.15% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
66,343
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.01%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
64,180
shares
|
$1.55 Million
0.59% of portfolio
|
Q3 2025
Reduced 74.54%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
58,568
shares
|
$1.42 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.71%
|