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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
296
shares
|
$7,257
0.0% of portfolio
|
Q2 2025
Reduced 74.5%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
279
shares
|
$6,841
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
209
shares
|
$5,124
0.0% of portfolio
|
Q2 2023
Reduced 89.95%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
208
shares
|
$5,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
200
shares
|
$4,904
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
191
shares
|
$4,683
0.0% of portfolio
|
Q1 2024
Reduced 16.59%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
102
shares
|
$2,501
0.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
100
shares
|
$2,452
0.0% of portfolio
|
Q3 2023
Reduced 4.76%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
100
shares
|
$2,452
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
88
shares
|
$2,157
0.0% of portfolio
|
Q1 2025
Reduced 84.14%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
77
shares
|
$1,888
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
76
shares
|
$1,863
0.0% of portfolio
|
Q1 2022
Added 1.33%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
70
shares
|
$1,716
0.0% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
65
shares
|
$1,593
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
50
shares
|
$1,226
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
50
shares
|
$1,226
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
42
shares
|
$1,029
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
39
shares
|
$956
0.0% of portfolio
|
Q2 2025
Reduced 97.91%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
39
shares
|
$956
0.0% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
35
shares
|
$858
0.0% of portfolio
|
Q2 2025
Added 250.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
32
shares
|
$784
0.0% of portfolio
|
Q2 2025
Reduced 98.61%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10
shares
|
$245
0.0% of portfolio
|
Q2 2021
Reduced 97.73%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
9
shares
|
$220
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|