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 |
|---|---|---|---|---|---|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
57,518
shares
|
$1.39 Million
0.28% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
56,652
shares
|
$1.37 Million
0.11% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
56,617
shares
|
$1.37 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
55,665
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.23%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
54,669
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
52,495
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Reduced 77.07%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
51,553
shares
|
$1.25 Million
1.52% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
51,208
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
49,797
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
48,965
shares
|
$1.18 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
48,673
shares
|
$1.18 Million
0.07% of portfolio
|
Q2 2025
Added 24.61%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
48,171
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
46,257
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
45,849
shares
|
$1.11 Million
0.31% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
43,821
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
40,885
shares
|
$989,417
0.01% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
40,425
shares
|
$978,285
0.0% of portfolio
|
Q4 2024
Added 276.98%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
40,349
shares
|
$976,445
0.06% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
40,118
shares
|
$970,855
0.12% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
40,047
shares
|
$969,137
0.01% of portfolio
|
Q2 2025
Added 22.43%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
38,207
shares
|
$924,609
0.29% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
36,596
shares
|
$885,623
0.02% of portfolio
|
Q2 2025
Reduced 16.08%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
36,485
shares
|
$882,937
0.01% of portfolio
|
Q3 2025
Reduced 64.44%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
34,307
shares
|
$830,229
0.57% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
33,543
shares
|
$811,740
0.0% of portfolio
|
Q2 2025
Added 0.1%
|