Purchases and Sales Made in Q3 2025 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
522KNew |
$12.2M - $13.3M
|
522K
$12.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
78.9KNew |
$1.84M - $2.01M
|
78.9K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
77KNew |
$1.79M - $1.96M
|
77K
$1.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
52.5K+ 298.83% |
$1.22M - $1.34M
|
70.1K
$1.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
35.3K+ 3.94% |
$823K - $900K
|
933K
$22.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33.1KNew |
$771K - $843K
|
33.1K
$802K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
27.7KNew |
$644K - $705K
|
27.7K
$670K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.2K+ 8.65% |
$283K - $310K
|
153K
$3.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11.7K+ 10.88% |
$273K - $299K
|
120K
$2.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.4KNew |
$241K - $264K
|
10.4K
$251K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.33KNew |
$217K - $238K
|
9.33K
$226K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
8.81KNew |
$205K - $224K
|
8.81K
$213K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.31K+ 107.04% |
$170K - $186K
|
14.1K
$342K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
4.95K+ 6.13% |
$115K - $126K
|
85.7K
$2.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.59K+ 3.33% |
$83.5K - $91.4K
|
111K
$2.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
3.01K+ 5.53% |
$70.1K - $76.7K
|
57.5K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.93K+ 2.79% |
$68.3K - $74.7K
|
108K
$2.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.56K+ 2557.0% |
$59.5K - $65.1K
|
2.66K
$64.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.27K+ 7.09% |
$52.8K - $57.8K
|
34.3K
$830K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.77K+ 8.63% |
$41.3K - $45.1K
|
22.3K
$540K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 3.52% |
$40.5K - $44.3K
|
51.2K
$1.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.34K+ 7.03% |
$31.3K - $34.2K
|
20.5K
$495K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
686New |
$16K - $17.5K
|
686
$16.6K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
487+ 1.79% |
$11.3K - $12.4K
|
27.7K
$671K
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
472+ 0.45% |
$11K - $12K
|
105K
$2.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
446New |
$10.4K - $11.4K
|
446
$10.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
349+ 0.71% |
$8.12K - $8.89K
|
49.8K
$1.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
317+ 0.7% |
$7.38K - $8.07K
|
45.8K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
303+ 1.29% |
$7.05K - $7.71K
|
23.7K
$575K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
285+ 0.7% |
$6.63K - $7.26K
|
40.9K
$989K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
200New |
$4.65K - $5.09K
|
200
$4.84K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
188+ 0.61% |
$4.37K - $4.79K
|
31.2K
$756K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
170+ 0.3% |
$3.96K - $4.33K
|
56.7K
$1.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
168New |
$3.91K - $4.28K
|
168
$4.07K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
126+ 0.73% |
$2.93K - $3.21K
|
17.4K
$421K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
121+ 40.88% |
$2.82K - $3.08K
|
417
$10.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
104+ 0.63% |
$2.42K - $2.65K
|
16.6K
$401K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
61+ 0.63% |
$1.42K - $1.55K
|
9.76K
$236K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
43+ 0.49% |
$1K - $1.09K
|
8.81K
$213K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.75% |
$256 - $280
|
1.49K
$36K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9+ 0.05% |
$209 - $229
|
17K
$412K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.77% |
$116 - $127
|
656
$15.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
4+ 0.81% |
$93.1 - $102
|
496
$12K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4New |
$93.1 - $102
|
4
$96.8
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.98% |
$23.3 - $25.5
|
103
$2.49K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.01% |
$23.3 - $25.5
|
14.7K
$355K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-1- 2.56% |
$23.3 - $25.5
|
38
$920
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4- 0.04% |
$93.1 - $102
|
9.15K
$222K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-17- 43.59% |
$396 - $433
|
22
$532
|