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 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
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-18- 0.2% |
$419 - $458
|
8.92K
$216K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-19- 4.92% |
$442 - $484
|
367
$8.88K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-25- 71.43% |
$582 - $637
|
10
$242
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-32Closed |
$745 - $815
|
0
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-97- 0.61% |
$2.26K - $2.47K
|
15.9K
$384K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-144- 1.15% |
$3.35K - $3.67K
|
12.4K
$300K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-271- 0.56% |
$6.31K - $6.9K
|
48.2K
$1.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-339- 20.68% |
$7.89K - $8.63K
|
1.3K
$31.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-348- 36.55% |
$8.1K - $8.86K
|
604
$14.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-388- 3.53% |
$9.03K - $9.88K
|
10.6K
$257K
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-404- 1.52% |
$9.4K - $10.3K
|
26.2K
$635K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-425- 1.04% |
$9.89K - $10.8K
|
40.3K
$976K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-499- 0.87% |
$11.6K - $12.7K
|
56.6K
$1.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-501- 5.31% |
$11.7K - $12.8K
|
8.93K
$216K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-515- 5.01% |
$12K - $13.1K
|
9.77K
$236K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-809- 3.29% |
$18.8K - $20.6K
|
23.8K
$576K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-821- 45.09% |
$19.1K - $20.9K
|
1K
$24.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-842- 1.69% |
$19.6K - $21.4K
|
49K
$1.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-876- 2.14% |
$20.4K - $22.3K
|
40.1K
$971K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.14K- 9.46% |
$26.4K - $28.9K
|
10.9K
$263K
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-1.15K- 9.63% |
$26.7K - $29.2K
|
10.8K
$260K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 11.9% |
$29.1K - $31.8K
|
9.25K
$224K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.35K- 16.36% |
$31.3K - $34.3K
|
6.88K
$166K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-1.54K- 2.22% |
$35.9K - $39.3K
|
67.9K
$1.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.6K- 11.62% |
$37.2K - $40.7K
|
12.2K
$295K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.83K- 13.11% |
$42.6K - $46.6K
|
12.1K
$294K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.89K- 7.04% |
$44.1K - $48.2K
|
25K
$605K
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.52K- 6.19% |
$58.7K - $64.2K
|
38.2K
$925K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-2.65K- 13.38% |
$61.7K - $67.5K
|
17.2K
$416K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-3.96K- 14.59% |
$92K - $101K
|
23.2K
$560K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.02K- 17.37% |
$93.5K - $102K
|
19.1K
$463K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-6.88K- 4.29% |
$160K - $175K
|
153K
$3.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-8.1K- 34.6% |
$188K - $206K
|
15.3K
$370K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.83K- 30.47% |
$206K - $225K
|
20.2K
$488K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.1K- 57.06% |
$281K - $308K
|
9.09K
$220K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-24.4K- 14.73% |
$569K - $622K
|
142K
$3.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-66.1K- 64.44% |
$1.54M - $1.68M
|
36.5K
$883K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-96.2K- 6.77% |
$2.24M - $2.45M
|
1.33M
$32.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-188K- 74.54% |
$4.37M - $4.78M
|
64.2K
$1.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-641K- 52.39% |
$14.9M - $16.3M
|
582K
$14.1M
|