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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-375- 0.54% |
$7.81K - $9.66K
|
69.5K
$1.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-440- 3.54% |
$9.17K - $11.3K
|
12K
$298K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-460- 1.93% |
$9.58K - $11.8K
|
23.4K
$580K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-520- 4.46% |
$10.8K - $13.4K
|
11.1K
$276K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-552- 3.34% |
$11.5K - $14.2K
|
16K
$396K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-558- 2.84% |
$11.6K - $14.4K
|
19.1K
$473K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-622- 3.52% |
$13K - $16K
|
17K
$422K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-650- 4.87% |
$13.5K - $16.7K
|
12.7K
$315K
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-693- 2.67% |
$14.4K - $17.8K
|
25.2K
$626K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-707- 1.4% |
$14.7K - $18.2K
|
49.8K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-729- 5.03% |
$15.2K - $18.8K
|
13.8K
$341K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-741- 5.04% |
$15.4K - $19.1K
|
14K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-834- 3.03% |
$17.4K - $21.5K
|
26.7K
$661K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-865- 74.5% |
$18K - $22.3K
|
296
$7.34K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-969- 6.13% |
$20.2K - $25K
|
14.8K
$368K
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-981- 0.56% |
$20.4K - $25.3K
|
175K
$4.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-986- 3.29% |
$20.5K - $25.4K
|
29K
$719K
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-1.07K- 8.26% |
$22.4K - $27.6K
|
11.9K
$295K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.16K- 6.17% |
$24.1K - $29.7K
|
17.6K
$436K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.16K- 3.54% |
$24.2K - $29.9K
|
31.6K
$784K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.3K- 2.77% |
$27.1K - $33.4K
|
45.5K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.69K- 37.47% |
$35.2K - $43.5K
|
2.82K
$70K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.82K- 97.91% |
$38K - $47K
|
39
$967
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.92K- 7.57% |
$40K - $49.5K
|
23.5K
$582K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.22K- 42.77% |
$46.3K - $57.2K
|
2.97K
$73.7K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.25K- 7.63% |
$46.9K - $57.9K
|
27.2K
$675K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.26K- 98.61% |
$47.2K - $58.3K
|
32
$794
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.36K- 59.5% |
$49.1K - $60.6K
|
1.6K
$39.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.83K- 24.54% |
$59K - $72.9K
|
8.71K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.01K- 6.11% |
$62.7K - $77.5K
|
46.3K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.11K- 5.91% |
$64.7K - $80K
|
49.5K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.16K- 2.92% |
$65.8K - $81.4K
|
105K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.05K- 13.41% |
$84.3K - $104K
|
26.2K
$649K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.19K- 9.36% |
$87.4K - $108K
|
40.6K
$1.01M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.36K- 1.9% |
$90.8K - $112K
|
225K
$5.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.08K- 28.11% |
$106K - $131K
|
13K
$322K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.59K- 8.71% |
$116K - $144K
|
58.6K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-6.22K- 5.62% |
$130K - $160K
|
104K
$2.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.29K- 3.5% |
$131K - $162K
|
173K
$4.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.4K- 4.8% |
$133K - $165K
|
127K
$3.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.01K- 16.08% |
$146K - $181K
|
36.6K
$908K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.04K- 11.23% |
$147K - $181K
|
55.7K
$1.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-7.95K- 24.43% |
$166K - $205K
|
24.6K
$610K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-9.09K- 10.12% |
$189K - $234K
|
80.8K
$2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.91K- 31.88% |
$206K - $255K
|
21.2K
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-11.4K- 21.94% |
$237K - $293K
|
40.4K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-13K- 52.94% |
$271K - $335K
|
11.6K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.8K- 1.88% |
$309K - $382K
|
774K
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.6K- 21.01% |
$367K - $454K
|
66.3K
$1.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-22.6K- 12.36% |
$470K - $581K
|
160K
$3.97M
|