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 216 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 $445 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
54,759
shares
|
$1.47 Million
0.46% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
52,520
shares
|
$1.41 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
51,905
shares
|
$1.4 Million
0.27% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
51,553
shares
|
$1.39 Million
1.52% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
48,771
shares
|
$1.31 Million
0.39% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
45,412
shares
|
$1.22 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
44,780
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
44,754
shares
|
$1.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
43,821
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
42,517
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.17%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
42,215
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
41,798
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2024
Added 13.03%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
41,219
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
41,057
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
34,701
shares
|
$933,803
0.05% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
33,792
shares
|
$909,342
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
33,464
shares
|
$900,516
0.01% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
32,900
shares
|
$885,339
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
32,145
shares
|
$865,021
0.03% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,781
shares
|
$855,226
0.02% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
31,242
shares
|
$840,722
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
29,707
shares
|
$799,415
0.01% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
29,473
shares
|
$793,118
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
29,350
shares
|
$789,808
0.35% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
29,332
shares
|
$789,324
0.02% of portfolio
|
Q3 2024
Reduced 58.28%
|