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 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.22K+ 6.58% |
$49.4K - $56.1K
|
35.9K
$966K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.2K+ 1.34% |
$48.9K - $55.6K
|
166K
$4.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.08K+ 17.21% |
$46.4K - $52.7K
|
14.2K
$382K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.84K+ 4.05% |
$41K - $46.6K
|
47.4K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.68K+ 0.65% |
$37.5K - $42.6K
|
261K
$7.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.48K+ 13.51% |
$32.9K - $37.4K
|
12.4K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.33K+ 3.17% |
$29.7K - $33.8K
|
43.4K
$1.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.11KNew |
$24.8K - $28.2K
|
1.11K
$30K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 2.42% |
$23.9K - $27.2K
|
45.6K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1.03K+ 457.33% |
$22.9K - $26K
|
1.25K
$33.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
906+ 1.26% |
$20.2K - $22.9K
|
73.1K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
792+ 5.03% |
$17.6K - $20K
|
16.5K
$445K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
779+ 2.91% |
$17.3K - $19.7K
|
27.6K
$742K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
583New |
$13K - $14.7K
|
583
$15.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
535+ 1.28% |
$11.9K - $13.5K
|
42.4K
$1.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
532+ 3.7% |
$11.8K - $13.5K
|
14.9K
$401K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
505+ 4.48% |
$11.2K - $12.8K
|
11.8K
$317K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
500New |
$11.1K - $12.7K
|
500
$13.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
314New |
$6.99K - $7.94K
|
314
$8.45K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
308+ 1.85% |
$6.86K - $7.79K
|
16.9K
$456K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
230+ 12.39% |
$5.12K - $5.82K
|
2.09K
$56.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
227+ 0.86% |
$5.06K - $5.74K
|
26.7K
$719K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
200+ 2.16% |
$4.45K - $5.06K
|
9.45K
$254K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
165+ 124.06% |
$3.67K - $4.17K
|
298
$8.02K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
160+ 3.64% |
$3.56K - $4.05K
|
4.55K
$123K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
141+ 0.89% |
$3.14K - $3.57K
|
16K
$431K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
138New |
$3.07K - $3.49K
|
138
$3.71K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
130+ 0.62% |
$2.9K - $3.29K
|
21.2K
$571K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
129New |
$2.87K - $3.26K
|
129
$3.47K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
109+ 0.82% |
$2.43K - $2.76K
|
13.4K
$361K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
65New |
$1.45K - $1.64K
|
65
$1.75K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
50New |
$1.11K - $1.27K
|
50
$1.35K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
42+ 7.66% |
$935 - $1.06K
|
590
$15.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
40New |
$891 - $1.01K
|
40
$1.08K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
38+ 19.9% |
$846 - $961
|
229
$6.16K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
28New |
$624 - $708
|
28
$753
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
23+ 0.1% |
$512 - $582
|
23.8K
$641K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
22New |
$490 - $557
|
22
$592
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
22New |
$490 - $557
|
22
$592
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
18+ 0.06% |
$401 - $455
|
30.9K
$831K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
14+ 0.03% |
$312 - $354
|
54.7K
$1.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.81% |
$111 - $127
|
621
$16.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.91% |
$66.8 - $75.9
|
331
$8.91K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.81% |
$66.8 - $75.9
|
373
$10K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
2+ 0.17% |
$44.5 - $50.6
|
1.15K
$31.1K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.56% |
$22.3 - $25.3
|
178
$4.79K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1New |
$22.3 - $25.3
|
1
$26.9
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11- 0.68% |
$245 - $278
|
1.61K
$43.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-11- 1.1% |
$245 - $278
|
987
$26.6K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-33- 0.31% |
$735 - $835
|
10.7K
$288K
|