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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-26.9K- 33.09% |
$625K - $703K
|
54.4K
$1.22M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.8% |
$69.7 - $78.5
|
376
$8.46K
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
164+ 0.09% |
$3.81K - $4.29K
|
176K
$3.95M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-101K- 66.01% |
$2.34M - $2.63M
|
51.8K
$1.16M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
182New |
$4.23K - $4.76K
|
182
$4.09K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-152K- 22.75% |
$3.53M - $3.97M
|
515K
$11.6M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.25K+ 1134.55% |
$29K - $32.6K
|
1.36K
$30.5K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.71K- 22.37% |
$63K - $70.9K
|
9.41K
$212K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
12.9K+ 4.47% |
$301K - $339K
|
302K
$6.8M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.6K- 15.35% |
$456K - $513K
|
108K
$2.43M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-19- 2.61% |
$442 - $497
|
710
$16K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.31K+ 4.91% |
$53.6K - $60.3K
|
49.3K
$1.11M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-382- 2.3% |
$8.88K - $9.99K
|
16.2K
$365K
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-1.56K- 11.75% |
$36.2K - $40.8K
|
11.7K
$263K
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.69K- 5.8% |
$39.3K - $44.3K
|
27.5K
$618K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-11.2K- 25.39% |
$259K - $292K
|
32.8K
$737K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-9- 2.33% |
$209 - $235
|
378
$8.5K
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-12.1K- 39.32% |
$282K - $318K
|
18.7K
$421K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.69K- 6.91% |
$109K - $123K
|
63.2K
$1.42M
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.68K- 2.5% |
$109K - $123K
|
183K
$4.11M
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8.1K+ 49.13% |
$188K - $212K
|
24.6K
$553K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
559+ 5.33% |
$13K - $14.6K
|
11K
$248K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
159K+ 92.58% |
$3.69M - $4.15M
|
330K
$7.42M
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
21.9K+ 2.68% |
$509K - $573K
|
841K
$18.9M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.9K+ 1.78% |
$416K - $468K
|
1.02M
$23M
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.29K- 6.48% |
$29.9K - $33.6K
|
18.5K
$417K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.2K- 0.47% |
$167K - $188K
|
1.52M
$34.3M
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
8.33KNew |
$193K - $218K
|
8.33K
$187K
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-983- 3.25% |
$22.8K - $25.7K
|
29.3K
$658K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.5K+ 81.09% |
$454K - $511K
|
43.6K
$981K
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
101New |
$2.35K - $2.64K
|
101
$2.27K
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.5KNew |
$198K - $222K
|
8.5K
$191K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-237- 1.29% |
$5.51K - $6.2K
|
18.1K
$407K
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
15+ 0.04% |
$349 - $392
|
33.5K
$754K
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-964- 5.51% |
$22.4K - $25.2K
|
16.5K
$372K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
46.8KNew |
$1.09M - $1.23M
|
46.8K
$1.05M
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
3+ 0.02% |
$69.7 - $78.5
|
13K
$292K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75.6K+ 10.59% |
$1.76M - $1.98M
|
789K
$17.8M
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-824- 4.46% |
$19.1K - $21.6K
|
17.7K
$397K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
65New |
$1.51K - $1.7K
|
65
$1.46K
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
20.6K+ 129.6% |
$479K - $539K
|
36.5K
$821K
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-8.31K- 3.72% |
$193K - $217K
|
215K
$4.84M
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-113- 0.43% |
$2.63K - $2.96K
|
25.9K
$583K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
92.8K+ 2683.19% |
$2.16M - $2.43M
|
96.2K
$2.16M
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
7.85KNew |
$182K - $205K
|
7.85K
$176K
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.5KNew |
$34.9K - $39.3K
|
1.5K
$33.8K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.94K- 8.98% |
$115K - $129K
|
50.1K
$1.13M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-53K- 38.66% |
$1.23M - $1.39M
|
84K
$1.89M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
737+ 5.85% |
$17.1K - $19.3K
|
13.3K
$300K
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-47- 4.72% |
$1.09K - $1.23K
|
949
$21.3K
|