Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q1 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI ENE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-36K- 35.51% |
$745K - $912K
|
65.5K
$1.72M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-38.5K- 15.07% |
$796K - $974K
|
217K
$5.71M
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-38.9K- 41.49% |
$803K - $983K
|
54.8K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-39.4K- 13.74% |
$814K - $997K
|
247K
$6.5M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-42.3K- 29.78% |
$874K - $1.07M
|
99.7K
$2.62M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-46.6K- 6.74% |
$963K - $1.18M
|
645K
$17M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-53.4K- 99.96% |
$1.1M - $1.35M
|
22
$579
|
|
|
Apr 26, 2023
Q1 2023
|
Q3 Asset Management
|
SELL
|
- |
-60.3K- 36.26% |
$1.25M - $1.53M
|
106K
$2.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-64.3K- 30.94% |
$1.33M - $1.63M
|
144K
$3.78M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-70.1K- 75.99% |
$1.45M - $1.77M
|
22.1K
$583K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.4K- 17.33% |
$1.45M - $1.78M
|
336K
$8.83M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-106K- 4.64% |
$2.18M - $2.67M
|
2.17M
$57.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-150K- 98.52% |
$3.09M - $3.78M
|
2.25K
$59.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-163K- 36.5% |
$3.38M - $4.13M
|
284K
$7.48M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-537K- 94.15% |
$11.1M - $13.6M
|
33.4K
$878K
|