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 227 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $426 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
160,093
shares
|
$3.93 Million
0.27% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
157,595
shares
|
$3.86 Million
0.02% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
150,940
shares
|
$3.7 Million
0.02% of portfolio
|
Q2 2025
Added 201.43%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
140,714
shares
|
$3.45 Million
0.06% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
126,908
shares
|
$3.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
109,025
shares
|
$2.67 Million
0.02% of portfolio
|
Q2 2025
Added 571.58%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
108,231
shares
|
$2.65 Million
0.18% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
107,851
shares
|
$2.64 Million
1.32% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
107,820
shares
|
$2.64 Million
0.02% of portfolio
|
Q2 2025
Added 12.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
107,370
shares
|
$2.63 Million
0.23% of portfolio
|
Q2 2025
Added 36.91%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
105,128
shares
|
$2.58 Million
1.38% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
105,054
shares
|
$2.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
104,491
shares
|
$2.56 Million
1.24% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
102,979
shares
|
$2.53 Million
0.06% of portfolio
|
Q3 2022
Added 1.72%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
102,600
shares
|
$2.52 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
90,103
shares
|
$2.21 Million
0.17% of portfolio
|
Q3 2022
Reduced 62.45%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
80,779
shares
|
$1.98 Million
0.93% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
79,560
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.35%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
74,981
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 75.21%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Aug 06, 2025 Q2 2025 |
69,486
shares
|
$1.7 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
66,343
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.01%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
64,860
shares
|
$1.59 Million
0.19% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
63,247
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
58,568
shares
|
$1.44 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
57,116
shares
|
$1.4 Million
0.4% of portfolio
|
Q2 2025
Added 4.21%
|