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 |
|---|---|---|---|---|---|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
31,056
shares
|
$761,493
0.06% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
30,700
shares
|
$752,764
0.0% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
29,610
shares
|
$726,037
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
29,049
shares
|
$712,281
0.41% of portfolio
|
Q4 2022
Reduced 2.86%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
28,991
shares
|
$710,859
0.0% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
27,958
shares
|
$685,530
0.35% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
27,223
shares
|
$667,507
0.02% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
27,115
shares
|
$664,859
0.07% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
26,898
shares
|
$659,538
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
26,685
shares
|
$654,316
0.27% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
26,653
shares
|
$653,531
0.49% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
26,151
shares
|
$641,222
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
|
$639,309
0.0% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
25,237
shares
|
$618,811
0.63% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
24,607
shares
|
$603,363
0.56% of portfolio
|
Q2 2025
Reduced 24.43%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
23,737
shares
|
$582,031
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
23,483
shares
|
$575,803
0.01% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
23,440
shares
|
$574,748
0.01% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
23,399
shares
|
$573,743
0.0% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,219
shares
|
$569,329
0.0% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
23,137
shares
|
$567,319
0.0% of portfolio
|
Q2 2025
Added 17.37%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
21,178
shares
|
$519,284
0.03% of portfolio
|
Q2 2025
Reduced 31.88%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
20,537
shares
|
$503,567
0.43% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
19,832
shares
|
$486,280
0.09% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
19,594
shares
|
$480,444
0.0% of portfolio
|
Q3 2024
Added 2.42%
|