Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.54K+ 8.1% |
$32K - $39.6K
|
20.5K
$509K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.49K+ 2.34% |
$31K - $38.3K
|
64.9K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
1.26K+ 2.36% |
$26.2K - $32.4K
|
54.5K
$1.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
798New |
$16.6K - $20.5K
|
798
$19.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
795+ 0.74% |
$16.6K - $20.5K
|
108K
$2.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
779+ 4.25% |
$16.2K - $20.1K
|
19.1K
$474K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
775New |
$16.1K - $20K
|
775
$19.2K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
693+ 2.62% |
$14.4K - $17.8K
|
27.1K
$672K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
525New |
$10.9K - $13.5K
|
525
$13K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
421New |
$8.77K - $10.8K
|
421
$10.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
420+ 1.82% |
$8.75K - $10.8K
|
23.4K
$581K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
411+ 14.03% |
$8.56K - $10.6K
|
3.34K
$82.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
353New |
$7.35K - $9.09K
|
353
$8.75K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
339+ 26.08% |
$7.06K - $8.73K
|
1.64K
$40.6K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
314+ 83.07% |
$6.54K - $8.09K
|
692
$17.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
276+ 0.91% |
$5.75K - $7.11K
|
30.7K
$761K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
264+ 0.55% |
$5.5K - $6.8K
|
48.4K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
250+ 0.9% |
$5.21K - $6.44K
|
28K
$693K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
208+ 0.67% |
$4.33K - $5.36K
|
31.1K
$770K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
109+ 0.93% |
$2.27K - $2.81K
|
11.8K
$293K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
100New |
$2.08K - $2.58K
|
100
$2.48K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
96+ 0.24% |
$2K - $2.47K
|
40.8K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
68+ 0.71% |
$1.42K - $1.75K
|
9.7K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
53+ 0.18% |
$1.1K - $1.36K
|
29.6K
$734K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
49+ 3.44% |
$1.02K - $1.26K
|
1.48K
$36.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
39+ 0.44% |
$812 - $1K
|
8.93K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
33+ 0.1% |
$687 - $850
|
33.5K
$832K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
25+ 250.0% |
$521 - $644
|
35
$868
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
11+ 0.91% |
$229 - $283
|
1.22K
$30.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
9New |
$187 - $232
|
9
$223
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.29% |
$125 - $155
|
2.11K
$52.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6+ 0.93% |
$125 - $155
|
651
$16.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
4+ 0.82% |
$83.3 - $103
|
492
$12.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.06% |
$62.5 - $77.3
|
4.84K
$120K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.8% |
$62.5 - $77.3
|
379
$9.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.32% |
$62.5 - $77.3
|
952
$23.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
1+ 2.63% |
$20.8 - $25.8
|
39
$967
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.99% |
$20.8 - $25.8
|
102
$2.53K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-52- 0.47% |
$1.08K - $1.34K
|
11K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-97- 1.02% |
$2.02K - $2.5K
|
9.44K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-125- 1.31% |
$2.6K - $3.22K
|
9.45K
$234K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-133- 18.0% |
$2.77K - $3.42K
|
606
$15K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-185- 1.46% |
$3.85K - $4.76K
|
12.5K
$311K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-261- 1.3% |
$5.44K - $6.72K
|
19.8K
$492K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-270- 2.92% |
$5.62K - $6.95K
|
8.99K
$223K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-275- 1.02% |
$5.73K - $7.08K
|
26.7K
$662K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-300- 42.25% |
$6.25K - $7.73K
|
410
$10.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-357- 3.8% |
$7.44K - $9.19K
|
9.05K
$224K
|