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 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 0.95% |
$83.9 - $103
|
423
$11.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.95% |
$62.9 - $77.5
|
320
$8.42K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.2% |
$42 - $51.7
|
993
$26.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.83% |
$42 - $51.7
|
244
$6.42K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.87% |
$42 - $51.7
|
233
$6.13K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.09% |
$21 - $25.8
|
1.11K
$29.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.58% |
$21 - $25.8
|
172
$4.53K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22- 1.3% |
$462 - $568
|
1.67K
$44K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-23- 0.04% |
$483 - $594
|
55.6K
$1.46M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-87- 0.88% |
$1.83K - $2.25K
|
9.76K
$257K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-94- 18.4% |
$1.97K - $2.43K
|
417
$11K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-176- 0.33% |
$3.69K - $4.55K
|
53.4K
$1.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-180- 4.39% |
$3.78K - $4.65K
|
3.92K
$103K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-232- 0.76% |
$4.87K - $5.99K
|
30.1K
$792K
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-341- 0.65% |
$7.15K - $8.81K
|
51.8K
$1.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-400- 57.14% |
$8.39K - $10.3K
|
300
$7.89K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-405- 2.1% |
$8.5K - $10.5K
|
18.9K
$497K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-536- 27.18% |
$11.2K - $13.8K
|
1.44K
$37.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-588- 0.44% |
$12.3K - $15.2K
|
133K
$3.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-657- 0.51% |
$13.8K - $17K
|
127K
$3.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-856- 2.86% |
$18K - $22.1K
|
29K
$764K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-908- 2.28% |
$19K - $23.5K
|
38.9K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-1.05K- 0.52% |
$22K - $27.1K
|
200K
$5.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.15K- 2.43% |
$24K - $29.6K
|
46K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.17K- 8.11% |
$24.5K - $30.1K
|
13.2K
$348K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.57K- 99.68% |
$33K - $40.6K
|
5
$132
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.68K- 8.33% |
$35.2K - $43.3K
|
18.5K
$485K
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.75K- 1.92% |
$36.7K - $45.1K
|
89.4K
$2.35M
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.77K- 2.32% |
$37.1K - $45.6K
|
74.5K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.84K- 3.66% |
$38.5K - $47.4K
|
48.4K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.14K- 6.13% |
$44.8K - $55.2K
|
32.7K
$861K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2.16K- 17.46% |
$45.4K - $55.9K
|
10.2K
$269K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.3K- 11.0% |
$48.2K - $59.3K
|
18.6K
$489K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.21K- 9.44% |
$67.4K - $83K
|
30.8K
$811K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.31K- 9.85% |
$69.4K - $85.4K
|
30.3K
$796K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.58K- 28.14% |
$75K - $92.3K
|
9.13K
$240K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.77K- 5.2% |
$79K - $97.3K
|
68.6K
$1.81M
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-4.84K- 2.87% |
$101K - $125K
|
164K
$4.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.71K- 17.13% |
$120K - $147K
|
27.6K
$727K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.71K- 17.13% |
$120K - $147K
|
27.6K
$727K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.41K- 5.08% |
$135K - $166K
|
120K
$3.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.78K- 3.16% |
$163K - $201K
|
239K
$6.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.8K- 21.37% |
$164K - $201K
|
28.7K
$755K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.28K- 7.01% |
$174K - $214K
|
110K
$2.89M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-9.42K- 10.88% |
$198K - $243K
|
77.1K
$2.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.73K- 42.64% |
$204K - $251K
|
13.1K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.4K- 37.15% |
$218K - $268K
|
17.6K
$462K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-11.2K- 5.19% |
$234K - $288K
|
204K
$5.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13K- 3.1% |
$273K - $336K
|
406K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-13.2K- 4.41% |
$278K - $342K
|
287K
$7.54M
|