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 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-29- 0.09% |
$674 - $759
|
31.5K
$727K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-30- 0.22% |
$697 - $785
|
13.3K
$308K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-47- 4.72% |
$1.09K - $1.23K
|
949
$21.9K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-113- 0.43% |
$2.63K - $2.96K
|
25.9K
$599K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-121- 2.97% |
$2.81K - $3.17K
|
3.96K
$91.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-150- 1.53% |
$3.49K - $3.92K
|
9.64K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-196- 0.66% |
$4.56K - $5.13K
|
29.6K
$682K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-237- 1.29% |
$5.51K - $6.2K
|
18.1K
$417K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-274- 1.83% |
$6.37K - $7.17K
|
14.7K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-382- 2.3% |
$8.88K - $9.99K
|
16.2K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-395- 0.15% |
$9.18K - $10.3K
|
264K
$6.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-461- 3.04% |
$10.7K - $12.1K
|
14.7K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-467- 84.14% |
$10.9K - $12.2K
|
88
$2.03K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-550- 5.46% |
$12.8K - $14.4K
|
9.53K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-584- 2.82% |
$13.6K - $15.3K
|
20.1K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-616- 1.55% |
$14.3K - $16.1K
|
39.1K
$902K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-639- 2.21% |
$14.9K - $16.7K
|
28.3K
$653K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-673- 12.98% |
$15.6K - $17.6K
|
4.51K
$104K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-815- 2.93% |
$18.9K - $21.3K
|
27K
$623K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-817- 6.16% |
$19K - $21.4K
|
12.4K
$287K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-824- 4.46% |
$19.1K - $21.6K
|
17.7K
$408K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-964- 5.51% |
$22.4K - $25.2K
|
16.5K
$382K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-983- 3.25% |
$22.8K - $25.7K
|
29.3K
$676K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.01K- 7.93% |
$23.4K - $26.3K
|
11.7K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.11K- 3.54% |
$25.8K - $29K
|
30.2K
$697K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.13K- 8.93% |
$26.3K - $29.6K
|
11.5K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.14K- 4.7% |
$26.4K - $29.7K
|
23K
$532K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-1.17K- 3.46% |
$27.1K - $30.6K
|
32.6K
$752K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.26K- 3.9% |
$29.3K - $33K
|
31.1K
$718K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.29K- 6.48% |
$29.9K - $33.6K
|
18.5K
$428K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.31K- 12.25% |
$30.5K - $34.4K
|
9.41K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.4K- 0.63% |
$32.5K - $36.5K
|
220K
$5.09M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-1.56K- 11.75% |
$36.2K - $40.8K
|
11.7K
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.68K- 12.68% |
$38.9K - $43.8K
|
11.5K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.69K- 5.8% |
$39.3K - $44.3K
|
27.5K
$635K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.18K- 48.73% |
$50.7K - $57.1K
|
2.3K
$53K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.47K- 3.75% |
$57.3K - $64.5K
|
63.4K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.71K- 22.37% |
$63K - $70.9K
|
9.41K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.76K- 22.98% |
$64.2K - $72.3K
|
9.26K
$214K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.76K- 8.4% |
$87.4K - $98.4K
|
41K
$947K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.98K- 3.57% |
$92.5K - $104K
|
107K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4.07K- 23.75% |
$94.7K - $107K
|
13.1K
$302K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-4.14K- 28.83% |
$96.1K - $108K
|
10.2K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.68K- 2.5% |
$109K - $123K
|
183K
$4.22M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.69K- 6.91% |
$109K - $123K
|
63.2K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.94K- 8.98% |
$115K - $129K
|
50.1K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.53K- 2.99% |
$128K - $145K
|
180K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.75K- 0.78% |
$134K - $150K
|
735K
$17M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.8K- 22.8% |
$135K - $152K
|
19.6K
$454K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-6.18K- 5.29% |
$144K - $162K
|
111K
$2.56M
|