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 |
|---|---|---|---|---|---|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
19,594
shares
|
$435,770
0.0% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
18,999
shares
|
$422,537
0.44% of portfolio
|
Q1 2025
Added 155.33%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
18,479
shares
|
$410,972
0.04% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
18,434
shares
|
$409,972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
18,339
shares
|
$407,859
0.11% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
18,318
shares
|
$407,392
0.01% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
17,498
shares
|
$389,155
0.29% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
17,150
shares
|
$381,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
16,616
shares
|
$369,539
0.0% of portfolio
|
Q4 2024
Reduced 10.24%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
16,482
shares
|
$366,559
0.05% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
15,902
shares
|
$353,660
0.16% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,859
shares
|
$352,704
0.05% of portfolio
|
Q4 2024
Added 31.15%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
15,808
shares
|
$351,569
0.14% of portfolio
|
Q1 2025
Added 38.67%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
15,286
shares
|
$339,960
0.01% of portfolio
|
Q4 2024
Added 24.7%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
14,707
shares
|
$327,083
0.03% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
14,659
shares
|
$326,016
0.06% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
14,500
shares
|
$322,480
0.07% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
14,345
shares
|
$319,032
0.22% of portfolio
|
Q4 2024
Reduced 13.21%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
13,820
shares
|
$307,356
0.02% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
13,378
shares
|
$297,526
0.01% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
13,260
shares
|
$294,902
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
13,257
shares
|
$294,835
0.0% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
13,214
shares
|
$293,879
0.01% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Apr 11, 2025 Q4 2024 |
12,981
shares
|
$288,697
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
12,712
shares
|
$282,714
0.13% of portfolio
|
Q4 2024
Reduced 0.16%
|