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 235 institutions that hold shares in the stock, with a total of 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $360 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
53,500
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 62.61%
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
53,246
shares
|
$1.18 Million
0.3% of portfolio
|
Q1 2025
Added 1.54%
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
52,314
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 75.63%
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
52,232
shares
|
$1.16 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
51,553
shares
|
$1.15 Million
1.52% of portfolio
|
Q3 2024
Added 0.01%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
50,514
shares
|
$1.12 Million
0.4% of portfolio
|
Q4 2024
Added 3.57%
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
48,005
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2024
Reduced 20.49%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
46,960
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
44,830
shares
|
$997,019
0.28% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
44,738
shares
|
$994,973
0.01% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
43,944
shares
|
$977,314
0.0% of portfolio
|
Q4 2024
Added 116.43%
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
43,821
shares
|
$974,579
0.0% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
42,164
shares
|
$937,727
0.07% of portfolio
|
Q4 2024
Added 0.88%
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
40,994
shares
|
$911,706
0.13% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
40,678
shares
|
$904,678
0.06% of portfolio
|
Q1 2025
Added 0.26%
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
39,676
shares
|
$882,394
0.06% of portfolio
|
Q4 2024
Added 14.34%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
36,396
shares
|
$809,447
0.01% of portfolio
|
Q4 2024
New holding
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
33,495
shares
|
$744,928
0.0% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
32,561
shares
|
$724,156
0.79% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
32,348
shares
|
$719,419
0.03% of portfolio
|
Q4 2024
Added 0.63%
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
31,498
shares
|
$700,515
0.09% of portfolio
|
Q4 2024
New holding
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
31,309
shares
|
$696,312
0.02% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
31,242
shares
|
$694,822
0.01% of portfolio
|
Q3 2022
New holding
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
31,025
shares
|
$689,996
0.04% of portfolio
|
Q1 2025
Reduced 34.55%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
30,872
shares
|
$686,593
0.06% of portfolio
|
Q4 2024
New holding
|