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 212 institutions that hold shares in the stock, with a total of 21.3 Million shares, which have been reported (via 13F filing form) to have a value of $527 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
20,446
shares
|
$505,629
0.09% of portfolio
|
Q3 2024
Added 0.11%
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
19,594
shares
|
$484,559
0.0% of portfolio
|
Q3 2024
Added 2.42%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
19,201
shares
|
$474,840
0.0% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
18,487
shares
|
$457,183
0.03% of portfolio
|
Q2 2024
New holding
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
18,144
shares
|
$448,701
0.01% of portfolio
|
Q3 2024
Reduced 80.48%
|
|
Cap Partners, LLC
Franklin, TN |
Jul 19, 2024 Q2 2024 |
17,835
shares
|
$441,059
0.36% of portfolio
|
Q2 2024
Reduced 25.81%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
17,373
shares
|
$429,634
0.0% of portfolio
|
Q2 2024
Added 40.12%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
17,115
shares
|
$423,253
0.02% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
16,452
shares
|
$406,857
0.04% of portfolio
|
Q3 2024
Reduced 26.7%
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
16,321
shares
|
$403,618
0.11% of portfolio
|
Q3 2024
Added 57.27%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
16,301
shares
|
$403,123
0.01% of portfolio
|
Q2 2023
New holding
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
15,489
shares
|
$383,042
0.0% of portfolio
|
Q2 2024
Added 167.98%
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Aug 12, 2024 Q2 2024 |
15,310
shares
|
$378,616
0.08% of portfolio
|
Q1 2024
Reduced 4.5%
|
|
Charter Oak Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
14,874
shares
|
$367,834
0.04% of portfolio
|
Q2 2024
Added 0.16%
|
|
Bay Colony Advisory Group, Inc D
|
Jul 24, 2024 Q2 2024 |
14,852
shares
|
$367,289
0.06% of portfolio
|
Q2 2024
Added 0.92%
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 31, 2024 Q2 2024 |
14,642
shares
|
$362,096
0.12% of portfolio
|
Q2 2024
Added 11.23%
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
14,615
shares
|
$361,428
0.01% of portfolio
|
Q3 2024
Reduced 60.79%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
14,556
shares
|
$359,969
0.0% of portfolio
|
Q2 2024
Added 3.7%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
13,729
shares
|
$339,518
0.02% of portfolio
|
Q3 2024
Added 0.82%
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
13,628
shares
|
$337,020
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Aug 05, 2024 Q2 2024 |
12,815
shares
|
$316,914
0.22% of portfolio
|
Q1 2023
Reduced 3.76%
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2024 Q2 2024 |
12,700
shares
|
$314,071
0.11% of portfolio
|
Q2 2024
Reduced 7.3%
|
|
Fiduciary Trust CO
Boston, MA |
Aug 14, 2024 Q2 2024 |
12,010
shares
|
$297,007
0.0% of portfolio
|
Q1 2023
Added 20.34%
|
|
True Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
11,886
shares
|
$293,940
0.12% of portfolio
|
Q2 2024
Reduced 14.62%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
11,765
shares
|
$290,948
0.01% of portfolio
|
Q4 2023
Added 4.48%
|