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 |
|---|---|---|---|---|---|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
12,674
shares
|
$281,869
0.1% of portfolio
|
Q4 2024
Reduced 14.77%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
12,601
shares
|
$280,246
0.06% of portfolio
|
Q4 2024
Added 19.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
12,116
shares
|
$269,459
0.0% of portfolio
|
Q4 2024
Reduced 19.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
12,019
shares
|
$267,302
0.0% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
12,010
shares
|
$267,102
0.0% of portfolio
|
Q1 2023
Added 20.34%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
11,871
shares
|
$264,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
11,815
shares
|
$262,765
0.18% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
11,765
shares
|
$261,653
0.01% of portfolio
|
Q4 2023
Added 4.48%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
11,615
shares
|
$258,317
0.19% of portfolio
|
Q4 2024
Reduced 24.33%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
11,523
shares
|
$256,271
0.25% of portfolio
|
Q1 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
11,394
shares
|
$253,402
0.07% of portfolio
|
Q4 2023
Reduced 8.72%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,388
shares
|
$253,269
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
11,105
shares
|
$246,975
0.18% of portfolio
|
Q2 2022
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
10,931
shares
|
$243,105
0.0% of portfolio
|
Q4 2024
Added 48.16%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
10,486
shares
|
$233,208
0.01% of portfolio
|
Q4 2024
Reduced 33.29%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
10,200
shares
|
$226,847
0.07% of portfolio
|
Q3 2024
Reduced 19.69%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
10,082
shares
|
$224,223
0.12% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
9,734
shares
|
$216,484
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
9,709
shares
|
$215,928
0.0% of portfolio
|
Q4 2024
Added 97.42%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
9,635
shares
|
$214,282
0.01% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
9,575
shares
|
$212,947
0.04% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
9,512
shares
|
$211,546
0.07% of portfolio
|
Q4 2024
Reduced 89.98%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
9,409
shares
|
$209,256
0.03% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
9,294
shares
|
$206,698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
9,195
shares
|
$204,496
0.0% of portfolio
|
Q1 2024
New holding
|