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 |
|---|---|---|---|---|---|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
8,167
shares
|
$200,254
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,144
shares
|
$199,690
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,831
shares
|
$167,496
0.0% of portfolio
|
Q2 2025
Added 21935.48%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
6,291
shares
|
$154,255
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
5,715
shares
|
$140,131
0.0% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
5,579
shares
|
$136,797
0.0% of portfolio
|
Q2 2025
Added 310.82%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,397
shares
|
$132,334
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
5,219
shares
|
$127,969
0.0% of portfolio
|
Q2 2025
Added 4601.8%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
4,838
shares
|
$118,627
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
4,536
shares
|
$111,222
0.01% of portfolio
|
Q3 2024
Added 791.16%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
3,573
shares
|
$87,609
0.02% of portfolio
|
Q2 2024
Reduced 8.83%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
3,341
shares
|
$81,921
0.06% of portfolio
|
Q2 2025
Added 14.03%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,972
shares
|
$72,873
0.01% of portfolio
|
Q2 2025
Reduced 42.77%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,822
shares
|
$69,195
0.0% of portfolio
|
Q2 2025
Reduced 37.47%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,105
shares
|
$51,614
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
2,008
shares
|
$49,236
0.03% of portfolio
|
Q2 2025
Added 66833.33%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,821
shares
|
$44,650
0.0% of portfolio
|
Q1 2025
Added 82.1%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,639
shares
|
$40,188
0.0% of portfolio
|
Q2 2025
Added 26.08%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,619
shares
|
$39,697
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,603
shares
|
$39,305
0.0% of portfolio
|
Q2 2025
Reduced 59.5%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,501
shares
|
$36,804
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
1,501
shares
|
$36,804
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,475
shares
|
$36,167
0.0% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
1,263
shares
|
$30,968
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,244
shares
|
$30,502
0.0% of portfolio
|
Q1 2025
Added 1.55%
|