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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.84K+ 1.4% |
$42.7K - $48.1K
|
133K
$3.08M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.5KNew |
$34.9K - $39.3K
|
1.5K
$34.7K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.27K+ 4.34% |
$29.4K - $33.1K
|
30.4K
$702K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.25K+ 1134.55% |
$29K - $32.6K
|
1.36K
$31.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.16K+ 4.03% |
$27K - $30.3K
|
30K
$692K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
913New |
$21.2K - $23.9K
|
913
$21.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
860+ 4.92% |
$20K - $22.5K
|
18.3K
$423K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
821+ 82.1% |
$19.1K - $21.5K
|
1.82K
$42K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
809+ 1.54% |
$18.8K - $21.2K
|
53.2K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
805New |
$18.7K - $21.1K
|
805
$18.6K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
737+ 5.85% |
$17.1K - $19.3K
|
13.3K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
559+ 5.33% |
$13K - $14.6K
|
11K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
522+ 1.72% |
$12.1K - $13.7K
|
30.8K
$712K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
500New |
$11.6K - $13.1K
|
500
$11.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
474New |
$11K - $12.4K
|
474
$10.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
341+ 0.65% |
$7.92K - $8.92K
|
52.6K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
336+ 70.15% |
$7.81K - $8.79K
|
815
$18.8K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
300+ 2.94% |
$6.97K - $7.85K
|
10.5K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
249+ 9.29% |
$5.79K - $6.51K
|
2.93K
$67.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
204+ 0.74% |
$4.74K - $5.34K
|
27.7K
$640K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
182New |
$4.23K - $4.76K
|
182
$4.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
173+ 0.36% |
$4.02K - $4.53K
|
48.2K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
164+ 0.09% |
$3.81K - $4.29K
|
176K
$4.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
125+ 1.32% |
$2.91K - $3.27K
|
9.58K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
106+ 0.26% |
$2.46K - $2.77K
|
40.7K
$939K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
104+ 1485.71% |
$2.42K - $2.72K
|
111
$2.56K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
101New |
$2.35K - $2.64K
|
101
$2.33K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
98+ 9.22% |
$2.28K - $2.56K
|
1.16K
$26.8K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
69+ 0.32% |
$1.6K - $1.81K
|
21.9K
$506K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
65New |
$1.51K - $1.7K
|
65
$1.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
58+ 0.66% |
$1.35K - $1.52K
|
8.89K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
56+ 0.13% |
$1.3K - $1.46K
|
44.8K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
42New |
$976 - $1.1K
|
42
$970
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 0.04% |
$558 - $628
|
54.8K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
19+ 1.55% |
$442 - $497
|
1.24K
$28.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17+ 0.07% |
$395 - $445
|
25.4K
$587K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
15+ 0.04% |
$349 - $392
|
33.5K
$774K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7+ 0.58% |
$163 - $183
|
1.21K
$28K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.78% |
$116 - $131
|
645
$14.9K
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
4+ 0.83% |
$93 - $105
|
488
$11.3K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.19% |
$93 - $105
|
2.1K
$48.5K
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
3+ 0.02% |
$69.7 - $78.5
|
13K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.8% |
$69.7 - $78.5
|
376
$8.68K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.06% |
$69.7 - $78.5
|
4.84K
$112K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
3New |
$69.7 - $78.5
|
3
$69.3
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1- 0.01% |
$23.2 - $26.2
|
14.5K
$335K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-6- 12.0% |
$139 - $157
|
44
$1.02K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-9- 2.33% |
$209 - $235
|
378
$8.73K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-19- 2.61% |
$442 - $497
|
710
$16.4K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-26- 4.94% |
$604 - $680
|
500
$11.5K
|