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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
33,122
shares
|
$821,425
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
31,625
shares
|
$784,300
0.0% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
31,244
shares
|
$774,851
0.06% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
31,242
shares
|
$774,801
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
30,700
shares
|
$761,360
0.0% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
29,610
shares
|
$734,328
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
29,049
shares
|
$720,415
0.41% of portfolio
|
Q4 2022
Reduced 2.86%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
27,958
shares
|
$693,358
0.35% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
27,710
shares
|
$687,208
0.02% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
27,682
shares
|
$686,513
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
26,685
shares
|
$661,788
0.27% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
26,249
shares
|
$650,975
0.48% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
26,151
shares
|
$648,544
0.02% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,073
shares
|
$646,610
0.0% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
25,237
shares
|
$625,877
0.63% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
25,004
shares
|
$620,099
0.01% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
23,798
shares
|
$590,190
0.54% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
23,743
shares
|
$588,826
0.01% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
23,483
shares
|
$582,378
0.01% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,219
shares
|
$575,831
0.0% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
23,160
shares
|
$574,368
0.06% of portfolio
|
Q3 2025
Reduced 14.59%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
22,310
shares
|
$553,288
0.44% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
20,462
shares
|
$507,457
0.1% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
20,158
shares
|
$499,918
0.0% of portfolio
|
Q3 2025
Reduced 30.47%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
19,594
shares
|
$485,931
0.0% of portfolio
|
Q3 2024
Added 2.42%
|