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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
379K+ 113.42% |
$8.78M - $10.2M
|
714K
$17.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.8K- 1.04% |
$181K - $210K
|
741K
$18.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.29KNew |
$215K - $250K
|
9.29K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.03K+ 24.7% |
$70.1K - $81.5K
|
15.3K
$375K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
205K+ 15.44% |
$4.74M - $5.51M
|
1.53M
$37.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-297- 0.88% |
$6.87K - $7.99K
|
33.5K
$821K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-397K- 64.16% |
$9.19M - $10.7M
|
222K
$5.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-395- 6.46% |
$9.14K - $10.6K
|
5.72K
$140K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
262+ 1.45% |
$6.06K - $7.05K
|
18.3K
$449K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.3KNew |
$239K - $277K
|
10.3K
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.06% |
$69.4 - $80.7
|
4.83K
$118K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
488+ 1.7% |
$11.3K - $13.1K
|
29.2K
$715K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
800+ 160.0% |
$18.5K - $21.5K
|
1.3K
$31.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.06K+ 6248.48% |
$47.7K - $55.5K
|
2.1K
$51.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.03K+ 19.25% |
$47.1K - $54.7K
|
12.6K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
50New |
$1.16K - $1.35K
|
50
$1.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41K- 19.3% |
$949K - $1.1M
|
171K
$4.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 1.0% |
$26.7K - $31K
|
117K
$2.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
122K+ 17.43% |
$2.81M - $3.27M
|
819K
$20.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
122K+ 13.77% |
$2.81M - $3.27M
|
1M
$24.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.5K- 18.57% |
$290K - $338K
|
55K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26- 45.61% |
$602 - $700
|
31
$760
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
30.2KNew |
$700K - $814K
|
30.2K
$742K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
256+ 2.69% |
$5.92K - $6.89K
|
9.79K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.23K- 33.29% |
$121K - $141K
|
10.5K
$257K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.9K- 10.24% |
$43.9K - $51K
|
16.6K
$407K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11.9KNew |
$275K - $319K
|
11.9K
$291K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-334- 41.08% |
$7.73K - $8.99K
|
479
$11.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.01% |
$23.1 - $26.9
|
14.9K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
47KNew |
$1.09M - $1.26M
|
47K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.27K- 1.12% |
$29.3K - $34.1K
|
111K
$2.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.79K+ 97.42% |
$111K - $129K
|
9.71K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.38K- 58.73% |
$171K - $199K
|
5.19K
$127K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.55K+ 48.16% |
$82.2K - $95.6K
|
10.9K
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1K- 7.8% |
$23.1K - $26.9K
|
11.8K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
15.2KNew |
$351K - $409K
|
15.2K
$372K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.79% |
$116 - $135
|
640
$15.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.18K- 13.21% |
$50.5K - $58.7K
|
14.3K
$352K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.4KNew |
$239K - $279K
|
10.4K
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.89K- 13.25% |
$89.9K - $105K
|
25.4K
$624K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.59% |
$46.3 - $53.8
|
341
$8.36K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
231+ 1.13% |
$5.35K - $6.22K
|
20.7K
$507K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
224+ 0.78% |
$5.18K - $6.03K
|
28.8K
$707K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-5.2K- 3.01% |
$120K - $140K
|
167K
$4.11M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-42- 0.09% |
$972 - $1.13K
|
44.7K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.15K- 4.54% |
$26.5K - $30.8K
|
24.1K
$590K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-66- 21.64% |
$1.53K - $1.78K
|
239
$5.86K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
23+ 0.04% |
$532 - $619
|
54.8K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-162K- 75.63% |
$3.76M - $4.37M
|
52.3K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.38K+ 3140.91% |
$32K - $37.2K
|
1.43K
$35K
|