Purchases and Sales Made in Q2 2024 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
208KNew |
$5.03M - $5.59M
|
208K
$5.59M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
168K+ 345.2% |
$4.07M - $4.52M
|
217K
$5.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
128K+ 13.76% |
$3.1M - $3.44M
|
1.06M
$28.5M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.2K+ 33.76% |
$1.7M - $1.89M
|
278K
$7.48M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
70K+ 8.65% |
$1.7M - $1.88M
|
879K
$23.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
69.8K+ 11.78% |
$1.69M - $1.88M
|
663K
$17.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65.8K+ 5.4% |
$1.59M - $1.77M
|
1.28M
$34.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.5K+ 20.77% |
$1.49M - $1.65M
|
358K
$9.62M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
50.5KNew |
$1.22M - $1.36M
|
50.5K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
50.5KNew |
$1.22M - $1.36M
|
50.5K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
42.7K+ 0.87% |
$1.03M - $1.15M
|
4.94M
$133M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
38.5KNew |
$933K - $1.04M
|
38.5K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38KNew |
$921K - $1.02M
|
38K
$1.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
37KNew |
$896K - $994K
|
37K
$995K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
35.2K+ 2.13% |
$853K - $946K
|
1.68M
$45.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
33.8KNew |
$818K - $907K
|
33.8K
$908K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
32.5K+ 14.57% |
$788K - $874K
|
256K
$6.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.7K+ 18.07% |
$768K - $852K
|
207K
$5.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
31.3K+ 18.37% |
$758K - $841K
|
202K
$5.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.2K+ 163.91% |
$561K - $622K
|
37.3K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23KNew |
$556K - $617K
|
23K
$618K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
19.1KNew |
$463K - $514K
|
19.1K
$515K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
18.5KNew |
$448K - $497K
|
18.5K
$497K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.9K+ 11.87% |
$434K - $482K
|
169K
$4.55M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.3K+ 7.5% |
$346K - $384K
|
205K
$5.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.3K+ 7.5% |
$346K - $384K
|
205K
$5.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11.3KNew |
$275K - $305K
|
11.3K
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
9.71K+ 167.98% |
$235K - $261K
|
15.5K
$417K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
9.2K+ 4.55% |
$223K - $247K
|
211K
$5.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
9.13K+ 200.04% |
$221K - $245K
|
13.7K
$369K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.06K+ 1.16% |
$219K - $243K
|
788K
$21.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
8.07KNew |
$195K - $217K
|
8.07K
$217K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.13K+ 19.31% |
$173K - $192K
|
44.1K
$1.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.97K+ 40.12% |
$120K - $134K
|
17.4K
$468K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
4.96K+ 5.74% |
$120K - $133K
|
91.4K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
4.49K+ 4.03% |
$109K - $121K
|
116K
$3.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.45K+ 3.72% |
$108K - $120K
|
124K
$3.34M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.02K+ 14.51% |
$97.3K - $108K
|
31.7K
$853K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.96K+ 7.48% |
$96K - $107K
|
57K
$1.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.93K+ 5.12% |
$95.2K - $106K
|
80.7K
$2.17M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.56K+ 8.91% |
$86.2K - $95.7K
|
43.5K
$1.17M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.39K+ 289.74% |
$82.1K - $91.1K
|
4.56K
$123K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
2.88K+ 125.44% |
$69.8K - $77.4K
|
5.18K
$139K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.82KNew |
$68.3K - $75.8K
|
2.82K
$75.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.62K+ 12.5% |
$63.6K - $70.5K
|
23.6K
$636K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.52K+ 4.49% |
$61.1K - $67.8K
|
58.7K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.22K+ 872.44% |
$53.7K - $59.5K
|
2.47K
$66.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.18K+ 3.64% |
$52.9K - $58.7K
|
62.2K
$1.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.96K+ 6.86% |
$47.4K - $52.6K
|
30.5K
$821K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.94KNew |
$47K - $52.1K
|
1.94K
$52.2K
|