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 |
|---|---|---|---|---|---|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
56,482
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2025
Added 145.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
55,665
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.23%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
54,669
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
54,505
shares
|
$1.34 Million
0.26% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
52,495
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 77.07%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
51,553
shares
|
$1.26 Million
1.52% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
49,807
shares
|
$1.22 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
49,468
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
49,448
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
48,673
shares
|
$1.19 Million
0.07% of portfolio
|
Q2 2025
Added 24.61%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
48,442
shares
|
$1.19 Million
0.07% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
46,257
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
45,532
shares
|
$1.12 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
43,821
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
40,994
shares
|
$1.01 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
40,774
shares
|
$999,778
0.06% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
40,728
shares
|
$998,650
0.33% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
40,600
shares
|
$995,512
0.01% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
40,425
shares
|
$991,221
0.0% of portfolio
|
Q4 2024
Added 276.98%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
40,047
shares
|
$981,952
0.01% of portfolio
|
Q2 2025
Added 22.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
36,596
shares
|
$897,333
0.02% of portfolio
|
Q2 2025
Reduced 16.08%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
33,543
shares
|
$822,474
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
32,037
shares
|
$785,547
0.55% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
31,625
shares
|
$775,445
0.0% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
31,242
shares
|
$766,053
0.01% of portfolio
|
Q3 2022
New holding
|