Purchases and Sales Made in Q1 2024 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q1 2024. 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 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.04K+ 15.8% |
$111K - $130K
|
36.9K
$975K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.93K+ 54.09% |
$108K - $127K
|
14K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.91K+ 571.28% |
$108K - $127K
|
5.77K
$152K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
4.57KNew |
$100K - $118K
|
4.57K
$121K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.13K+ 15.47% |
$90.6K - $107K
|
30.8K
$813K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.08K+ 11.37% |
$89.7K - $106K
|
40K
$1.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.07KNew |
$89.4K - $105K
|
4.07K
$107K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.05K+ 23.93% |
$89.1K - $105K
|
21K
$554K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
3.12K+ 117.37% |
$68.6K - $80.7K
|
5.78K
$153K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.08K+ 292.95% |
$67.6K - $79.6K
|
4.13K
$109K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
2.68K+ 3.66% |
$58.8K - $69.3K
|
75.9K
$2M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.44K+ 1.23% |
$53.5K - $63K
|
201K
$5.31M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.33K+ 3.51% |
$51.2K - $60.3K
|
68.7K
$1.81M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.26K+ 91.53% |
$49.6K - $58.4K
|
4.73K
$125K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
2.23K+ 4.71% |
$49K - $57.7K
|
49.6K
$1.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.22K+ 8.06% |
$48.8K - $57.5K
|
29.8K
$786K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.22K+ 4.69% |
$48.8K - $57.4K
|
49.6K
$1.31M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.97KNew |
$43.3K - $51K
|
1.97K
$52.1K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.92K+ 1.16% |
$42.1K - $49.6K
|
168K
$4.43M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.89KNew |
$41.4K - $48.8K
|
1.89K
$49.8K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.62K+ 17.17% |
$35.7K - $42K
|
11.1K
$293K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.26K+ 9.25% |
$27.6K - $32.5K
|
14.9K
$392K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.17KNew |
$25.7K - $30.3K
|
1.17K
$30.9K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
1.04K+ 83.09% |
$22.9K - $27K
|
2.3K
$60.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.02K+ 101600.0% |
$22.3K - $26.3K
|
1.02K
$26.8K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
573+ 1.03% |
$12.6K - $14.8K
|
56.2K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
525+ 0.44% |
$11.5K - $13.6K
|
120K
$3.16M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
515+ 3.37% |
$11.3K - $13.3K
|
15.8K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
509New |
$11.2K - $13.2K
|
509
$13.4K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
495+ 4.84% |
$10.9K - $12.8K
|
10.7K
$283K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
472New |
$10.4K - $12.2K
|
472
$12.5K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
422+ 4.66% |
$9.27K - $10.9K
|
9.47K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
347+ 9.55% |
$7.62K - $8.98K
|
3.98K
$105K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
340+ 7.47% |
$7.47K - $8.8K
|
4.89K
$129K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
305+ 2.26% |
$6.7K - $7.89K
|
13.8K
$365K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
279New |
$6.13K - $7.22K
|
279
$7.37K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
254New |
$5.58K - $6.57K
|
254
$6.71K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
184+ 0.69% |
$4.04K - $4.76K
|
26.9K
$710K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
175+ 10.74% |
$3.84K - $4.53K
|
1.8K
$47.6K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
163New |
$3.58K - $4.22K
|
163
$4.3K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
161New |
$3.54K - $4.17K
|
161
$4.25K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
151+ 1.04% |
$3.32K - $3.91K
|
14.7K
$389K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
150New |
$3.3K - $3.88K
|
150
$3.96K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
130+ 0.68% |
$2.86K - $3.36K
|
19.2K
$508K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
123New |
$2.7K - $3.18K
|
123
$3.25K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
89+ 0.66% |
$1.96K - $2.3K
|
13.5K
$357K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
60New |
$1.32K - $1.55K
|
60
$1.58K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
45+ 7.63% |
$989 - $1.16K
|
635
$16.8K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
40New |
$879 - $1.03K
|
40
$1.06K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
32+ 0.06% |
$703 - $828
|
54.7K
$1.44M
|