Latest Institutional Transactions on Fidelity Covington Tr Msci Ene (FENY)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Ene (FENY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.89K+ 2.76% |
$60.3K - $74.5K
|
108K
$2.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.5K+ 10.6% |
$281K - $347K
|
141K
$3.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.91K- 31.88% |
$206K - $255K
|
21.2K
$499K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.49K+ 2.34% |
$31K - $38.3K
|
64.9K
$1.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-986- 3.29% |
$20.5K - $25.4K
|
29K
$684K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
208+ 0.67% |
$4.33K - $5.36K
|
31.1K
$732K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
96+ 0.24% |
$2K - $2.47K
|
40.8K
$961K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
16.5KNew |
$343K - $424K
|
16.5K
$388K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
264+ 0.55% |
$5.5K - $6.8K
|
48.4K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
26.9KNew |
$560K - $693K
|
26.9K
$634K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
25+ 250.0% |
$521 - $644
|
35
$825
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
693+ 2.62% |
$14.4K - $17.8K
|
27.1K
$639K
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-1.07K- 8.26% |
$22.4K - $27.6K
|
11.9K
$281K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.16K- 6.17% |
$24.1K - $29.7K
|
17.6K
$414K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
8.7KNew |
$181K - $224K
|
8.7K
$205K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
525New |
$10.9K - $13.5K
|
525
$12.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.54K+ 8.1% |
$32K - $39.6K
|
20.5K
$484K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
1.26K+ 2.36% |
$26.2K - $32.4K
|
54.5K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
8.6KNew |
$179K - $222K
|
8.6K
$203K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-49.2K- 22.86% |
$1.02M - $1.27M
|
166K
$3.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
103KNew |
$2.14M - $2.64M
|
103K
$2.42M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.25K- 7.63% |
$46.9K - $57.9K
|
27.2K
$642K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-969- 6.13% |
$20.2K - $25K
|
14.8K
$350K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-125- 1.31% |
$2.6K - $3.22K
|
9.45K
$223K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8.77KNew |
$183K - $226K
|
8.77K
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
779+ 4.25% |
$16.2K - $20.1K
|
19.1K
$451K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.82K- 97.91% |
$38K - $47K
|
39
$920
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.8K+ 21935.48% |
$142K - $175K
|
6.83K
$161K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-133- 18.0% |
$2.77K - $3.42K
|
606
$14.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-741- 5.04% |
$15.4K - $19.1K
|
14K
$329K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.42K+ 17.37% |
$71.3K - $88.2K
|
23.1K
$546K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.22K- 42.77% |
$46.3K - $57.2K
|
2.97K
$70.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-7.95K- 24.43% |
$166K - $205K
|
24.6K
$580K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.26K- 98.61% |
$47.2K - $58.3K
|
32
$755
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-185- 1.46% |
$3.85K - $4.76K
|
12.5K
$295K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.13K- 8.93% |
$26.3K - $29.6K
|
11.5K
$272K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.98K- 3.57% |
$92.5K - $104K
|
107K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-36.2K- 67.41% |
$841K - $946K
|
17.5K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-164K- 9.88% |
$3.81M - $4.29M
|
1.5M
$35.3M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4.07K- 23.75% |
$94.7K - $107K
|
13.1K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.9K- 2.92% |
$160K - $181K
|
229K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.1K- 13.17% |
$698K - $786K
|
198K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.98K+ 3.61% |
$185K - $209K
|
229K
$5.4M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.14KNew |
$189K - $213K
|
8.14K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.98K+ 9.22% |
$46.1K - $51.9K
|
23.5K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
104+ 1485.71% |
$2.42K - $2.72K
|
111
$2.62K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-550- 5.46% |
$12.8K - $14.4K
|
9.53K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.08K+ 16.92% |
$211K - $237K
|
62.7K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16K- 13.52% |
$372K - $419K
|
102K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.17KNew |
$190K - $214K
|
8.17K
$193K
|
|