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 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.71K+ 4.68% |
$41.3K - $45.8K
|
38.1K
$1M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.48K+ 11.23% |
$35.8K - $39.7K
|
14.6K
$385K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.47K+ 31.03% |
$35.5K - $39.4K
|
6.19K
$163K
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1.43K+ 5.07% |
$34.6K - $38.4K
|
29.7K
$780K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.39K+ 70.35% |
$33.6K - $37.3K
|
3.36K
$88.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.27K+ 15.82% |
$30.7K - $34K
|
9.27K
$244K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.17K+ 0.69% |
$28.3K - $31.4K
|
170K
$4.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.15K+ 4.62% |
$27.8K - $30.8K
|
26K
$684K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1.11KNew |
$27K - $29.9K
|
1.11K
$29.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.04KNew |
$25.1K - $27.9K
|
1.04K
$27.3K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
925New |
$22.4K - $24.9K
|
925
$24.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
909+ 9.6% |
$22K - $24.4K
|
10.4K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
853+ 0.35% |
$20.7K - $22.9K
|
244K
$6.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
834+ 2.91% |
$20.2K - $22.4K
|
29.5K
$777K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
670New |
$16.2K - $18K
|
670
$17.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
BUY
|
- |
668+ 0.88% |
$16.2K - $17.9K
|
76.5K
$2.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
631+ 1.27% |
$15.3K - $17K
|
50.2K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
611+ 1.91% |
$14.8K - $16.4K
|
32.6K
$859K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
568+ 6.83% |
$13.8K - $15.3K
|
8.89K
$234K
|
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
552+ 1.08% |
$13.4K - $14.8K
|
51.5K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
520+ 3.7% |
$12.6K - $14K
|
14.6K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
510+ 136.73% |
$12.4K - $13.7K
|
883
$23.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
475+ 2.15% |
$11.5K - $12.8K
|
22.5K
$593K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
443New |
$10.7K - $11.9K
|
443
$11.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
434New |
$10.5K - $11.7K
|
434
$11.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
400New |
$9.69K - $10.7K
|
400
$10.5K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
300+ 15.21% |
$7.27K - $8.06K
|
2.27K
$59.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
300+ 3.0% |
$7.27K - $8.06K
|
10.3K
$271K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
253New |
$6.13K - $6.8K
|
253
$6.66K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
200+ 0.48% |
$4.84K - $5.37K
|
42.2K
$1.11M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
200New |
$4.84K - $5.37K
|
200
$5.26K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
198+ 0.74% |
$4.8K - $5.32K
|
27.1K
$713K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
135+ 0.92% |
$3.27K - $3.63K
|
14.9K
$391K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
119+ 661.11% |
$2.88K - $3.2K
|
137
$3.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
117+ 0.39% |
$2.83K - $3.14K
|
29.9K
$787K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
110+ 68.32% |
$2.66K - $2.96K
|
271
$7.13K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
96+ 0.71% |
$2.33K - $2.58K
|
13.6K
$358K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
77New |
$1.86K - $2.07K
|
77
$2.03K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
66+ 40.49% |
$1.6K - $1.77K
|
229
$6.02K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
61+ 6.0% |
$1.48K - $1.64K
|
1.08K
$28.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
55+ 0.17% |
$1.33K - $1.48K
|
32.9K
$865K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
39+ 0.35% |
$945 - $1.05K
|
11.3K
$298K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
37+ 2.29% |
$896 - $994
|
1.65K
$43.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
34+ 0.06% |
$823 - $914
|
54.7K
$1.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
33New |
$799 - $887
|
33
$868
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
33+ 9.91% |
$799 - $887
|
366
$9.63K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
29New |
$702 - $779
|
29
$763
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
24+ 0.16% |
$581 - $645
|
14.9K
$391K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
19+ 0.03% |
$460 - $511
|
55.3K
$1.46M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
19+ 0.09% |
$460 - $511
|
20.4K
$537K
|