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 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
8+ 0.69% |
$176 - $207
|
1.16K
$30.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.01% |
$132 - $155
|
54.7K
$1.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.81% |
$110 - $129
|
626
$16.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.07% |
$87.9 - $103
|
5.96K
$157K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.25% |
$87.9 - $103
|
1.62K
$42.6K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.6% |
$43.9 - $51.7
|
333
$8.79K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.56% |
$22 - $25.9
|
179
$4.73K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1- 0.03% |
$22 - $25.9
|
3.92K
$103K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 35.71% |
$220 - $259
|
18
$475
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-38- 16.59% |
$835 - $983
|
191
$5.04K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-48- 45.71% |
$1.05K - $1.24K
|
57
$1.5K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-108- 0.07% |
$2.37K - $2.79K
|
166K
$4.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-145- 19.65% |
$3.19K - $3.75K
|
593
$15.7K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-203- 0.96% |
$4.46K - $5.25K
|
21K
$554K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-250- 1.79% |
$5.49K - $6.47K
|
13.7K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-280- 0.17% |
$6.15K - $7.24K
|
169K
$4.45M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-346- 1.01% |
$7.6K - $8.95K
|
33.8K
$892K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-400- 0.94% |
$8.79K - $10.3K
|
42K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-459- 52.64% |
$10.1K - $11.9K
|
413
$10.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-531- 5.95% |
$11.7K - $13.7K
|
8.39K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-578- 1.88% |
$12.7K - $15K
|
30.1K
$795K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-721- 4.5% |
$15.8K - $18.7K
|
15.3K
$404K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-783- 5.25% |
$17.2K - $20.3K
|
14.1K
$373K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-818- 6.19% |
$18K - $21.2K
|
12.4K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-854- 2.36% |
$18.8K - $22.1K
|
35.3K
$931K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-865- 3.03% |
$19K - $22.4K
|
27.7K
$731K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 3.49% |
$23.6K - $27.8K
|
29.8K
$787K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.12K- 5.14% |
$24.5K - $28.9K
|
20.6K
$543K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.16K- 2.54% |
$25.4K - $29.9K
|
44.4K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.47K- 6.38% |
$32.2K - $37.9K
|
21.5K
$567K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 9.62% |
$32.5K - $38.3K
|
13.9K
$368K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.5K- 7.95% |
$33K - $38.8K
|
17.4K
$459K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.7K- 10.53% |
$37.4K - $44K
|
14.5K
$382K
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.96K- 12.95% |
$43K - $50.7K
|
13.2K
$348K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.98K- 6.44% |
$43.4K - $51.1K
|
28.7K
$758K
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.08K- 6.48% |
$45.6K - $53.7K
|
30K
$791K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.33K- 8.84% |
$51.2K - $60.3K
|
24K
$635K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.37K- 9.89% |
$52K - $61.2K
|
21.6K
$569K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.39K- 27.4% |
$52.6K - $61.9K
|
6.34K
$167K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.48K- 2.67% |
$54.5K - $64.2K
|
90.6K
$2.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.75K- 8.78% |
$60.4K - $71.1K
|
28.5K
$753K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.87K- 10.43% |
$63K - $74.2K
|
24.6K
$650K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.42K- 10.75% |
$75K - $88.3K
|
28.3K
$748K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-3.43K- 14.39% |
$75.3K - $88.7K
|
20.4K
$539K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.57K- 7.22% |
$78.4K - $92.4K
|
45.9K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.75K- 30.17% |
$82.3K - $97K
|
8.68K
$229K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.84K- 2.4% |
$84.5K - $99.4K
|
156K
$4.12M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.96K- 6.96% |
$87.1K - $103K
|
53K
$1.4M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-3.97K- 16.65% |
$87.2K - $103K
|
19.9K
$525K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.19K- 34.46% |
$92.1K - $108K
|
7.97K
$210K
|