Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
11.6K+ 13.29% |
$270K - $304K
|
98.9K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11.6K+ 155.33% |
$269K - $302K
|
19K
$425K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
10.8K+ 69.15% |
$251K - $283K
|
26.4K
$591K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.91K+ 7.53% |
$207K - $233K
|
127K
$2.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.19K+ 103760.0% |
$121K - $136K
|
5.19K
$116K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.91K+ 33.14% |
$114K - $128K
|
19.7K
$441K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.41K+ 38.67% |
$102K - $115K
|
15.8K
$353K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.47KNew |
$80.5K - $90.7K
|
3.47K
$77.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.96K+ 2.9% |
$68.8K - $77.4K
|
105K
$2.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.86KNew |
$43.3K - $48.7K
|
1.86K
$41.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.84K+ 1.4% |
$42.7K - $48.1K
|
133K
$2.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
860+ 4.92% |
$20K - $22.5K
|
18.3K
$410K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
821+ 82.1% |
$19.1K - $21.5K
|
1.82K
$40.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
809+ 1.54% |
$18.8K - $21.2K
|
53.2K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
805New |
$18.7K - $21.1K
|
805
$18K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
522+ 1.72% |
$12.1K - $13.7K
|
30.8K
$689K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
204+ 0.74% |
$4.74K - $5.34K
|
27.7K
$619K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
125+ 1.32% |
$2.91K - $3.27K
|
9.58K
$214K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
106+ 0.26% |
$2.46K - $2.77K
|
40.7K
$909K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
58+ 0.66% |
$1.35K - $1.52K
|
8.89K
$199K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 0.04% |
$558 - $628
|
54.8K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-6- 12.0% |
$139 - $157
|
44
$983
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-150- 1.53% |
$3.49K - $3.92K
|
9.64K
$215K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-274- 1.83% |
$6.37K - $7.17K
|
14.7K
$328K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-461- 3.04% |
$10.7K - $12.1K
|
14.7K
$329K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-584- 2.82% |
$13.6K - $15.3K
|
20.1K
$449K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-639- 2.21% |
$14.9K - $16.7K
|
28.3K
$632K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-815- 2.93% |
$18.9K - $21.3K
|
27K
$603K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-1.17K- 3.46% |
$27.1K - $30.6K
|
32.6K
$728K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.31K- 12.25% |
$30.5K - $34.4K
|
9.41K
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.47K- 3.75% |
$57.3K - $64.5K
|
63.4K
$1.42M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-8K- 49.08% |
$186K - $209K
|
8.3K
$186K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.2K- 48.85% |
$191K - $215K
|
8.59K
$192K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-16.4K- 34.55% |
$381K - $428K
|
31K
$693K
|