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 |
|---|---|---|---|---|---|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
19,118
shares
|
$468,773
0.1% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
19,086
shares
|
$467,988
0.01% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
18,547
shares
|
$454,772
0.22% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
17,577
shares
|
$430,988
0.04% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
17,269
shares
|
$423,435
0.0% of portfolio
|
Q2 2025
Added 49.87%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
17,033
shares
|
$417,649
0.04% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
16,452
shares
|
$403,403
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
15,982
shares
|
$391,878
0.24% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
15,856
shares
|
$388,789
0.06% of portfolio
|
Q2 2025
Added 18.88%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
14,839
shares
|
$363,852
0.13% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
14,659
shares
|
$359,438
0.05% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
14,152
shares
|
$347,007
0.0% of portfolio
|
Q2 2025
Reduced 74.12%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
13,966
shares
|
$342,446
0.03% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
13,770
shares
|
$337,640
0.06% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
12,998
shares
|
$318,710
0.01% of portfolio
|
Q2 2025
Reduced 28.11%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
12,698
shares
|
$311,354
0.01% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
12,527
shares
|
$307,162
0.11% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,010
shares
|
$294,485
0.0% of portfolio
|
Q1 2023
Added 20.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
12,000
shares
|
$294,240
0.0% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
11,911
shares
|
$292,057
0.08% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
11,839
shares
|
$290,292
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Jul 17, 2025 Q2 2025 |
11,815
shares
|
$289,703
0.17% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
11,811
shares
|
$289,605
0.19% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
11,765
shares
|
$288,477
0.01% of portfolio
|
Q4 2023
Added 4.48%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
11,566
shares
|
$283,598
0.03% of portfolio
|
Q2 2025
Reduced 52.94%
|