Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
300K+ 65.87% |
$6.69M - $7.6M
|
757K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
222K+ 16.02% |
$4.94M - $5.61M
|
1.61M
$43.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
199K+ 50.07% |
$4.43M - $5.03M
|
596K
$16.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
179K+ 7199.56% |
$3.99M - $4.54M
|
182K
$4.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
179K+ 28.1% |
$3.99M - $4.53M
|
817K
$22M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
128KNew |
$2.86M - $3.25M
|
128K
$3.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
95.4KNew |
$2.13M - $2.41M
|
95.4K
$2.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
64.6K+ 42.12% |
$1.44M - $1.63M
|
218K
$5.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
62.3K+ 73.15% |
$1.39M - $1.58M
|
148K
$3.97M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
59.7K+ 85.51% |
$1.33M - $1.51M
|
130K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.6KNew |
$1.26M - $1.43M
|
56.6K
$1.52M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.5K+ 27.59% |
$1.26M - $1.43M
|
261K
$7.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55K+ 189.94% |
$1.22M - $1.39M
|
84K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.8K+ 30.1% |
$1.06M - $1.21M
|
206K
$5.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47K+ 13.03% |
$1.05M - $1.19M
|
407K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.2KNew |
$873K - $992K
|
39.2K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
26.4KNew |
$587K - $667K
|
26.4K
$710K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
23.8KNew |
$531K - $603K
|
23.8K
$642K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.8K+ 36.8% |
$509K - $578K
|
84.9K
$2.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21.7KNew |
$483K - $549K
|
21.7K
$584K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.3KNew |
$474K - $538K
|
21.3K
$573K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.6K+ 17.11% |
$460K - $522K
|
141K
$3.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
19.5K+ 14.39% |
$434K - $493K
|
155K
$4.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.1KNew |
$426K - $483K
|
19.1K
$514K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
18.1KNew |
$404K - $459K
|
18.1K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.6K+ 2.98% |
$371K - $421K
|
574K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13.8KNew |
$307K - $348K
|
13.8K
$371K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.1K+ 229.26% |
$293K - $333K
|
18.9K
$508K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.3K+ 115.38% |
$274K - $311K
|
23K
$618K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
11.5KNew |
$256K - $290K
|
11.5K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
11.4K+ 5.19% |
$254K - $289K
|
231K
$6.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.4KNew |
$254K - $288K
|
11.4K
$306K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.3K+ 70.21% |
$252K - $287K
|
27.5K
$740K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11K+ 52.68% |
$245K - $278K
|
31.9K
$858K
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
10.5KNew |
$235K - $266K
|
10.5K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.63K+ 19.17% |
$214K - $244K
|
59.8K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.46KNew |
$211K - $239K
|
9.46K
$255K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.31KNew |
$207K - $236K
|
9.31K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.24KNew |
$206K - $234K
|
9.24K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.11KNew |
$203K - $230K
|
9.11K
$245K
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
9.05KNew |
$201K - $229K
|
9.05K
$243K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.72K+ 9.04% |
$172K - $195K
|
93.1K
$2.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.92K+ 2.86% |
$87.2K - $99.1K
|
141K
$3.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.69K+ 14.85% |
$82.2K - $93.4K
|
28.5K
$768K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
3.69KNew |
$82.1K - $93.2K
|
3.69K
$99.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.45K+ 5.48% |
$76.8K - $87.2K
|
66.3K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2.65K+ 26490.0% |
$59K - $67K
|
2.66K
$71.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.59K+ 3.66% |
$57.6K - $65.4K
|
73.3K
$1.97M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.5KNew |
$55.7K - $63.3K
|
2.5K
$67.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
2.24K+ 3.15% |
$49.8K - $56.6K
|
73.2K
$1.97M
|