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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,426
shares
|
$31,714
0.0% of portfolio
|
Q4 2024
Added 3140.91%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,300
shares
|
$28,911
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,300
shares
|
$28,911
0.0% of portfolio
|
Q4 2024
Added 160.0%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,263
shares
|
$28,089
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,225
shares
|
$27,243
0.0% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
1,205
shares
|
$26,799
0.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
1,200
shares
|
$26,687
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,161
shares
|
$25,820
0.0% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,133
shares
|
$25,197
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
1,131
shares
|
$25,153
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,113
shares
|
$24,753
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
996
shares
|
$22,151
0.01% of portfolio
|
Q4 2024
Added 52.29%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
805
shares
|
$17,903
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
798
shares
|
$17,747
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
739
shares
|
$16,435
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
729
shares
|
$16,212
0.0% of portfolio
|
Q4 2024
Added 25.69%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
701
shares
|
$15,590
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
670
shares
|
$14,900
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
640
shares
|
$14,233
0.0% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
593
shares
|
$13,188
0.01% of portfolio
|
Q1 2024
Reduced 19.65%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
555
shares
|
$12,343
0.0% of portfolio
|
Q4 2024
Added 537.93%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
500
shares
|
$11,120
0.01% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
490
shares
|
$10,897
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
484
shares
|
$10,764
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
479
shares
|
$10,652
0.0% of portfolio
|
Q4 2024
Reduced 41.08%
|