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 |
|---|---|---|---|---|---|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
30,848
shares
|
$686,059
0.07% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
30,244
shares
|
$672,626
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
29,753
shares
|
$661,706
0.01% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
29,473
shares
|
$655,479
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
29,179
shares
|
$648,940
0.57% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
29,159
shares
|
$648,496
0.0% of portfolio
|
Q4 2024
Added 12.48%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
29,049
shares
|
$646,049
0.41% of portfolio
|
Q4 2022
Reduced 2.86%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
28,817
shares
|
$640,890
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
28,375
shares
|
$631,060
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
28,283
shares
|
$629,013
0.01% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
27,708
shares
|
$616,225
0.41% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
26,960
shares
|
$599,590
0.34% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
26,422
shares
|
$587,625
0.08% of portfolio
|
Q1 2025
Added 69.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,073
shares
|
$579,863
0.0% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
26,043
shares
|
$579,196
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
25,445
shares
|
$565,896
0.02% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
25,388
shares
|
$564,629
0.01% of portfolio
|
Q4 2024
Added 22.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
24,081
shares
|
$535,561
0.01% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,219
shares
|
$516,390
0.0% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
23,020
shares
|
$511,964
0.01% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
21,835
shares
|
$485,610
0.03% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
21,523
shares
|
$478,671
0.0% of portfolio
|
Q4 2024
Added 32.1%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
20,093
shares
|
$446,868
0.1% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
19,832
shares
|
$441,063
0.27% of portfolio
|
Q4 2024
Reduced 19.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
19,713
shares
|
$438,417
0.0% of portfolio
|
Q1 2025
Added 33.14%
|