Purchases and Sales Made in Q2 2021 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
331KNew |
$4.2M - $5.09M
|
331K
$8.18M
|
|
Aug 13, 2021
Q2 2021
|
Stone House Investment Management, LLC
|
BUY
|
- |
294KNew |
$3.73M - $4.53M
|
294K
$7.28M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
282K+ 53.01% |
$3.58M - $4.34M
|
815K
$20.1M
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
175K+ 10385.04% |
$2.22M - $2.69M
|
177K
$4.37M
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
131K+ 7275.28% |
$1.66M - $2.01M
|
133K
$3.28M
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
126KNew |
$1.6M - $1.94M
|
126K
$3.12M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
119K+ 15.0% |
$1.51M - $1.83M
|
913K
$22.6M
|
|
Aug 10, 2021
Q2 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
103KNew |
$1.31M - $1.59M
|
103K
$2.55M
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
97.2KNew |
$1.23M - $1.49M
|
97.2K
$2.4M
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
92.6K+ 4313.75% |
$1.17M - $1.42M
|
94.7K
$2.34M
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
80.5K+ 2.56% |
$1.02M - $1.24M
|
3.23M
$79.8M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
79.3KNew |
$1.01M - $1.22M
|
79.3K
$1.96M
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
74.9K+ 29.45% |
$949K - $1.15M
|
329K
$8.14M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
68K+ 121.0% |
$862K - $1.04M
|
124K
$3.07M
|
|
Aug 09, 2021
Q2 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
52.6K+ 202.11% |
$666K - $808K
|
78.6K
$1.94M
|
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
41.4K+ 248.91% |
$525K - $636K
|
58K
$1.43M
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
35.7K+ 1967.57% |
$453K - $549K
|
37.5K
$929K
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
35KNew |
$444K - $538K
|
35K
$866K
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34K+ 22.17% |
$431K - $522K
|
187K
$4.63M
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.6KNew |
$389K - $471K
|
30.6K
$758K
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.8K+ 22.11% |
$226K - $274K
|
98.5K
$2.44M
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
16.3KNew |
$207K - $250K
|
16.3K
$403K
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16KNew |
$203K - $246K
|
16K
$395K
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
15.8KNew |
$200K - $242K
|
15.8K
$390K
|
|
Jul 14, 2021
Q2 2021
|
Sequent Asset Management, LLC
|
BUY
|
- |
13.8KNew |
$174K - $211K
|
13.8K
$340K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
13.4K+ 14.66% |
$169K - $205K
|
104K
$2.58M
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.7K+ 15.89% |
$162K - $196K
|
92.9K
$2.3M
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.7KNew |
$161K - $195K
|
12.7K
$314K
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
12.7KNew |
$161K - $195K
|
12.7K
$314K
|
|
Jul 12, 2021
Q2 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 1.31% |
$133K - $161K
|
810K
$20M
|
|
Jan 28, 2022
Q2 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10.2KNew |
$129K - $157K
|
10.2K
$253K
|
|
Aug 12, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
9.21K+ 4.52% |
$117K - $142K
|
213K
$5.27M
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.01K+ 33.9% |
$114K - $139K
|
35.6K
$880K
|
|
Mar 23, 2023
Q2 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
8.61K+ 7.7% |
$109K - $132K
|
120K
$2.98M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.25K+ 43.42% |
$105K - $127K
|
27.3K
$674K
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.38K+ 8.84% |
$80.8K - $98K
|
78.5K
$1.94M
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
5.73K+ 358.0% |
$72.6K - $88K
|
7.33K
$181K
|
|
Jul 29, 2021
Q2 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5.26K+ 12.37% |
$66.7K - $80.8K
|
47.8K
$1.18M
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.74K+ 11.73% |
$47.4K - $57.4K
|
35.6K
$880K
|
|
Aug 09, 2021
Q2 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
3.07K+ 8.54% |
$38.9K - $47.2K
|
39K
$965K
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.76K+ 54.36% |
$35K - $42.4K
|
7.83K
$194K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
2.66K+ 543.47% |
$33.8K - $40.9K
|
3.15K
$78K
|
|
Jul 22, 2021
Q2 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2.5K+ 15.92% |
$31.7K - $38.4K
|
18.2K
$450K
|
|
Jul 23, 2021
Q2 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.44K+ 3.42% |
$30.9K - $37.5K
|
73.7K
$1.82M
|
|
Aug 16, 2021
Q2 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.69K+ 8.13% |
$21.4K - $26K
|
22.5K
$556K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.48K+ 196.67% |
$18.7K - $22.7K
|
2.23K
$55K
|
|
Aug 09, 2021
Q2 2021
|
Smith, Salley & Associates
|
BUY
|
- |
1.24K+ 6.92% |
$15.7K - $19K
|
19.1K
$473K
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.1K+ 27.5% |
$13.9K - $16.9K
|
5.1K
$126K
|
|
Jul 21, 2021
Q2 2021
|
Lynch & Associates
|
BUY
|
- |
1.03K+ 2.27% |
$13K - $15.8K
|
46.2K
$1.14M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
920+ 1.72% |
$11.7K - $14.1K
|
54.4K
$1.35M
|