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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
12,229
shares
|
$329,082
0.0% of portfolio
|
Q3 2024
Added 31.45%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,092
shares
|
$325,395
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,010
shares
|
$323,189
0.0% of portfolio
|
Q1 2023
Added 20.34%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
11,765
shares
|
$316,596
0.01% of portfolio
|
Q4 2023
Added 4.48%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
11,523
shares
|
$310,083
0.25% of portfolio
|
Q1 2022
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
11,452
shares
|
$308,173
0.01% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
11,400
shares
|
$306,774
0.11% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
11,394
shares
|
$306,612
0.07% of portfolio
|
Q4 2023
Reduced 8.72%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,388
shares
|
$306,451
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
11,105
shares
|
$298,835
0.18% of portfolio
|
Q2 2022
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
10,723
shares
|
$288,555
0.03% of portfolio
|
Q1 2024
Added 4.84%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
10,567
shares
|
$284,357
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
10,269
shares
|
$276,338
0.22% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
10,200
shares
|
$274,482
0.07% of portfolio
|
Q3 2024
Reduced 19.69%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
9,845
shares
|
$264,928
0.12% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
9,734
shares
|
$261,941
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,721
shares
|
$261,592
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
9,529
shares
|
$256,425
0.01% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
9,492
shares
|
$255,429
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
9,450
shares
|
$254,299
0.04% of portfolio
|
Q4 2023
Added 2.16%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
9,195
shares
|
$247,437
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
8,795
shares
|
$236,673
0.02% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
8,392
shares
|
$225,828
0.09% of portfolio
|
Q1 2024
Reduced 5.95%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
7,821
shares
|
$210,463
0.03% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
7,378
shares
|
$198,541
0.0% of portfolio
|
Q3 2024
Added 19.17%
|