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 |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1,223
shares
|
$29,987
0.01% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,200
shares
|
$29,424
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,113
shares
|
$27,290
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
952
shares
|
$23,343
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
798
shares
|
$19,566
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
775
shares
|
$19,003
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
701
shares
|
$17,188
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
692
shares
|
$16,967
0.0% of portfolio
|
Q2 2025
Added 83.07%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
670
shares
|
$16,428
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
651
shares
|
$15,962
0.0% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
606
shares
|
$14,859
0.0% of portfolio
|
Q2 2025
Reduced 18.0%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
593
shares
|
$14,540
0.01% of portfolio
|
Q1 2024
Reduced 19.65%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
525
shares
|
$12,873
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
500
shares
|
$12,260
0.01% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
500
shares
|
$12,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
492
shares
|
$12,063
0.01% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
490
shares
|
$12,014
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
474
shares
|
$11,622
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
410
shares
|
$10,053
0.0% of portfolio
|
Q2 2025
Reduced 42.25%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
386
shares
|
$9,464
0.0% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
379
shares
|
$9,293
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
353
shares
|
$8,655
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
353
shares
|
$8,655
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
314
shares
|
$7,699
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
300
shares
|
$7,356
0.0% of portfolio
|
Q4 2024
Added 100.0%
|