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 |
|---|---|---|---|---|---|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
11,523
shares
|
$282,543
0.25% of portfolio
|
Q1 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
11,394
shares
|
$279,380
0.06% of portfolio
|
Q4 2023
Reduced 8.72%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,388
shares
|
$279,233
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
11,149
shares
|
$273,373
0.08% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
11,105
shares
|
$272,294
0.18% of portfolio
|
Q2 2022
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
10,993
shares
|
$269,548
0.01% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
10,500
shares
|
$257,460
0.07% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Primoris Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,500
shares
|
$257,460
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
10,281
shares
|
$252,090
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
9,734
shares
|
$238,677
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
9,703
shares
|
$237,917
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
9,450
shares
|
$231,714
0.04% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
9,435
shares
|
$231,346
0.11% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
9,409
shares
|
$230,708
0.02% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
9,158
shares
|
$224,554
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
9,049
shares
|
$221,881
0.0% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
8,987
shares
|
$220,361
0.0% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
8,933
shares
|
$219,037
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
8,771
shares
|
$215,064
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
8,707
shares
|
$213,495
0.0% of portfolio
|
Q2 2025
Reduced 24.54%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
8,700
shares
|
$213,324
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
8,634
shares
|
$211,705
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
8,603
shares
|
$210,945
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
8,325
shares
|
$204,129
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
8,226
shares
|
$201,701
0.0% of portfolio
|
Q2 2025
Added 909.33%
|