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 216 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 $445 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
29,049
shares
|
$781,708
0.41% of portfolio
|
Q4 2022
Reduced 2.86%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
28,972
shares
|
$779,636
0.01% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
28,691
shares
|
$772,074
0.57% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
28,593
shares
|
$769,437
0.0% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
27,947
shares
|
$752,053
0.06% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
27,313
shares
|
$734,992
0.35% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,073
shares
|
$701,624
0.0% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
25,923
shares
|
$697,587
0.0% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
25,227
shares
|
$678,858
0.01% of portfolio
|
Q3 2024
Reduced 60.09%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
24,592
shares
|
$661,770
0.36% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
23,818
shares
|
$640,942
0.01% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,219
shares
|
$624,823
0.0% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
22,302
shares
|
$600,146
0.0% of portfolio
|
Q3 2024
Added 2311.03%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
21,652
shares
|
$582,655
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
21,565
shares
|
$580,314
0.02% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
20,991
shares
|
$564,867
0.03% of portfolio
|
Q3 2024
Added 13.54%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
20,763
shares
|
$558,732
0.01% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
20,446
shares
|
$550,201
0.09% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
20,304
shares
|
$546,380
0.0% of portfolio
|
Q3 2024
Added 31.09%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
19,594
shares
|
$527,274
0.0% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
19,570
shares
|
$526,628
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
19,531
shares
|
$525,579
0.04% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
18,511
shares
|
$498,131
0.0% of portfolio
|
Q3 2024
Reduced 63.96%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
18,144
shares
|
$488,255
0.01% of portfolio
|
Q3 2024
Reduced 80.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
18,056
shares
|
$485,886
0.01% of portfolio
|
Q3 2024
Added 5.5%
|