Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
294K+ 24.67% |
$6.17M - $7.6M
|
1.49M
$40M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
174K+ 669.08% |
$3.65M - $4.49M
|
200K
$5.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
173K+ 62.78% |
$3.62M - $4.46M
|
448K
$12M
|
|
|
Feb 13, 2023
Q4 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
149K+ 339.36% |
$3.13M - $3.86M
|
193K
$5.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
142KNew |
$2.98M - $3.67M
|
142K
$3.82M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
135K+ 280.41% |
$2.83M - $3.49M
|
183K
$4.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
99.8K+ 56046.63% |
$2.09M - $2.58M
|
99.9K
$2.69M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
99.3KNew |
$2.08M - $2.56M
|
99.3K
$2.67M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
94.8KNew |
$1.99M - $2.45M
|
94.8K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
86.1K+ 6.59% |
$1.81M - $2.22M
|
1.39M
$37.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
82.6K+ 119.31% |
$1.73M - $2.13M
|
152K
$4.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.1K+ 342.92% |
$1.47M - $1.81M
|
90.5K
$2.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
68.7K+ 49.38% |
$1.44M - $1.78M
|
208K
$5.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
66.9K+ 28.83% |
$1.4M - $1.73M
|
299K
$8.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
66.5KNew |
$1.4M - $1.72M
|
66.5K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
55.1K+ 88.14% |
$1.16M - $1.42M
|
118K
$3.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
50.9K+ 24.0% |
$1.07M - $1.32M
|
263K
$7.08M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47.3K+ 40.86% |
$992K - $1.22M
|
163K
$4.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
44.9KNew |
$941K - $1.16M
|
44.9K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.3K+ 240.57% |
$678K - $835K
|
45.8K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
31.9K+ 34.44% |
$670K - $824K
|
125K
$3.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.6K+ 13.66% |
$662K - $815K
|
263K
$7.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.8KNew |
$624K - $769K
|
29.8K
$801K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
25.8KNew |
$542K - $667K
|
25.8K
$695K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
24KNew |
$505K - $621K
|
24K
$647K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.1K+ 2.85% |
$402K - $494K
|
691K
$18.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
18.4K+ 95.18% |
$386K - $475K
|
37.7K
$1.02M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
16.5K+ 152.17% |
$347K - $427K
|
27.4K
$737K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
16.4KNew |
$344K - $424K
|
16.4K
$441K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.5K+ 1.86% |
$325K - $400K
|
847K
$22.8M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
13.3K+ 20.04% |
$280K - $344K
|
79.8K
$2.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
13.3KNew |
$279K - $344K
|
13.3K
$358K
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
13.2KNew |
$277K - $341K
|
13.2K
$355K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
12KNew |
$251K - $309K
|
12K
$322K
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
11KNew |
$231K - $284K
|
11K
$296K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10.4K+ 15.79% |
$218K - $268K
|
76.2K
$2.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
10.4KNew |
$218K - $268K
|
10.4K
$279K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.1KNew |
$211K - $260K
|
10.1K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.98KNew |
$209K - $258K
|
9.98K
$269K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.83K+ 53.75% |
$206K - $254K
|
28.1K
$757K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
9.75KNew |
$205K - $252K
|
9.75K
$262K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.66KNew |
$203K - $250K
|
9.66K
$260K
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.56KNew |
$201K - $247K
|
9.56K
$257K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
9.05KNew |
$190K - $234K
|
9.05K
$244K
|
|
|
Feb 02, 2023
Q4 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
8.92KNew |
$187K - $230K
|
8.92K
$240K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.85KNew |
$186K - $229K
|
8.85K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.51KNew |
$178K - $220K
|
8.51K
$229K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.32K+ 0.86% |
$175K - $215K
|
975K
$26.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
8.25K+ 42.55% |
$173K - $213K
|
27.6K
$744K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.71K+ 24.73% |
$162K - $199K
|
38.9K
$1.05M
|