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 $437 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
635
shares
|
$16,706
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
593
shares
|
$15,601
0.01% of portfolio
|
Q1 2024
Reduced 19.65%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
580
shares
|
$15,259
0.0% of portfolio
|
Q3 2024
Added 153.28%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
500
shares
|
$13,155
0.0% of portfolio
|
Q2 2024
Reduced 89.78%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
447
shares
|
$11,760
0.0% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
400
shares
|
$10,524
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
386
shares
|
$10,155
0.0% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
381
shares
|
$10,024
0.0% of portfolio
|
Q3 2024
Reduced 36.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
373
shares
|
$9,813
0.0% of portfolio
|
Q3 2024
Reduced 57.76%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
353
shares
|
$9,287
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
339
shares
|
$8,919
0.0% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
314
shares
|
$8,261
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
305
shares
|
$8,024
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
279
shares
|
$7,340
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
225
shares
|
$5,919
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
209
shares
|
$5,498
0.0% of portfolio
|
Q2 2023
Reduced 89.95%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
200
shares
|
$5,262
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
200
shares
|
$5,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
191
shares
|
$5,025
0.0% of portfolio
|
Q1 2024
Reduced 16.59%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
181
shares
|
$4,762
0.0% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
150
shares
|
$3,946
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
110
shares
|
$2,894
0.0% of portfolio
|
Q3 2024
Reduced 59.41%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
100
shares
|
$2,631
0.0% of portfolio
|
Q3 2023
Reduced 4.76%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
87
shares
|
$2,288
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
77
shares
|
$2,025
0.0% of portfolio
|
Q2 2024
New holding
|