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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
387
shares
|
$8,606
0.0% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
386
shares
|
$8,584
0.0% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
373
shares
|
$8,295
0.0% of portfolio
|
Q3 2024
Reduced 57.76%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
353
shares
|
$7,850
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
341
shares
|
$7,583
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
332
shares
|
$7,383
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
314
shares
|
$6,983
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
300
shares
|
$6,671
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
279
shares
|
$6,204
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
239
shares
|
$5,315
0.0% of portfolio
|
Q4 2024
Reduced 21.64%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
225
shares
|
$5,004
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
209
shares
|
$4,648
0.0% of portfolio
|
Q2 2023
Reduced 89.95%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
208
shares
|
$4,625
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
200
shares
|
$4,448
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
191
shares
|
$4,247
0.0% of portfolio
|
Q1 2024
Reduced 16.59%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
110
shares
|
$2,446
0.0% of portfolio
|
Q3 2024
Reduced 59.41%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$2,224
0.0% of portfolio
|
Q3 2023
Reduced 4.76%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
77
shares
|
$1,712
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
76
shares
|
$1,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
76
shares
|
$1,690
0.0% of portfolio
|
Q1 2022
Added 1.33%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
70
shares
|
$1,556
0.0% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
65
shares
|
$1,445
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
50
shares
|
$1,112
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
50
shares
|
$1,112
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
44
shares
|
$978
0.0% of portfolio
|
Q1 2025
Reduced 12.0%
|