Purchases and Sales Made in Q3 2023 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
526K+ 1607.82% |
$11.4M - $13.5M
|
559K
$14.7M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
402K+ 742.4% |
$8.69M - $10.3M
|
456K
$12M
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
151KNew |
$3.27M - $3.88M
|
151K
$3.98M
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
93.7K+ 520.64% |
$2.02M - $2.4M
|
112K
$2.94M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
85.2K+ 41955.67% |
$1.84M - $2.19M
|
85.4K
$2.25M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
82.2K+ 26.38% |
$1.78M - $2.11M
|
394K
$10.4M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
73.2K+ 73.75% |
$1.58M - $1.88M
|
173K
$4.54M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.7K+ 9.17% |
$1.55M - $1.84M
|
853K
$22.5M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.9K+ 5.55% |
$1.42M - $1.69M
|
1.25M
$32.9M
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
63K+ 69.73% |
$1.36M - $1.62M
|
153K
$4.03M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
62.7K+ 18.74% |
$1.36M - $1.61M
|
397K
$10.5M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
59.4KNew |
$1.28M - $1.52M
|
59.4K
$1.56M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
49.4K+ 19.39% |
$1.07M - $1.27M
|
304K
$8M
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
BUY
|
- |
49.2KNew |
$1.06M - $1.26M
|
49.2K
$1.29M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.1KNew |
$736K - $874K
|
34.1K
$896K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
34KNew |
$735K - $873K
|
34K
$895K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
32.3KNew |
$698K - $829K
|
32.3K
$850K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32K+ 71.66% |
$692K - $821K
|
76.7K
$2.02M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.7K+ 101.78% |
$686K - $814K
|
62.9K
$1.65M
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
29.5K+ 112.63% |
$638K - $758K
|
55.8K
$1.47M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
28.5K+ 72.66% |
$616K - $732K
|
67.8K
$1.78M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
28.2KNew |
$609K - $724K
|
28.2K
$742K
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
24.7KNew |
$534K - $634K
|
24.7K
$650K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.1K+ 9.92% |
$500K - $594K
|
256K
$6.74M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.1K+ 15.34% |
$456K - $541K
|
159K
$4.17M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
21.1KNew |
$455K - $541K
|
21.1K
$554K
|
|
Oct 10, 2023
Q3 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
20.6K+ 18.82% |
$444K - $528K
|
130K
$3.42M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.6K+ 11.63% |
$403K - $478K
|
179K
$4.71M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17.4K+ 125.13% |
$375K - $446K
|
31.3K
$822K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.2K+ 35.39% |
$351K - $416K
|
62.1K
$1.63M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.7KNew |
$340K - $404K
|
15.7K
$414K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15KNew |
$323K - $384K
|
15K
$394K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.6KNew |
$294K - $349K
|
13.6K
$357K
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
10.4K+ 10.97% |
$224K - $266K
|
105K
$2.76M
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10.3KNew |
$222K - $264K
|
10.3K
$271K
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
8.92KNew |
$193K - $229K
|
8.92K
$235K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.71K+ 58.49% |
$167K - $198K
|
20.9K
$550K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.29K+ 9.35% |
$157K - $187K
|
85.2K
$2.24M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
6.8K+ 38.2% |
$147K - $174K
|
24.6K
$647K
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.61KNew |
$143K - $170K
|
6.61K
$174K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.36K+ 18.93% |
$116K - $138K
|
33.7K
$886K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.35K+ 11.55% |
$94K - $112K
|
42K
$1.11M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.27KNew |
$92.3K - $110K
|
4.27K
$112K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.2K+ 3.17% |
$90.8K - $108K
|
137K
$3.6M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.96K+ 80.56% |
$85.5K - $102K
|
8.87K
$233K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.94K+ 8.2% |
$85.2K - $101K
|
52.1K
$1.37M
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.7K+ 1.85% |
$79.9K - $94.8K
|
203K
$5.35M
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.98K+ 1.52% |
$64.4K - $76.5K
|
199K
$5.22M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.95K+ 59000.0% |
$63.7K - $75.7K
|
2.96K
$77.7K
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.81K+ 4.1% |
$60.7K - $72.1K
|
71.4K
$1.88M
|