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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
41.2KNew |
$952K - $1.06M
|
41.2K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
204+ 6.07% |
$4.71K - $5.25K
|
3.57K
$93.8K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-215- 36.07% |
$4.96K - $5.54K
|
381
$10K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-38.9K- 4.93% |
$897K - $1M
|
749K
$19.7M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-161- 59.41% |
$3.72K - $4.15K
|
110
$2.89K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4.82K+ 31.09% |
$111K - $124K
|
20.3K
$534K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
14KNew |
$322K - $360K
|
14K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15.7KNew |
$363K - $405K
|
15.7K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.82K+ 13.03% |
$111K - $124K
|
41.8K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.45K+ 99.11% |
$56.5K - $63K
|
4.92K
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
496K+ 245.87% |
$11.4M - $12.8M
|
697K
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.5K+ 13.54% |
$57.8K - $64.5K
|
21K
$552K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
369+ 1.92% |
$8.52K - $9.5K
|
19.6K
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
914+ 8.06% |
$21.1K - $23.5K
|
12.3K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-957- 0.56% |
$22.1K - $24.6K
|
169K
$4.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.6K- 14.65% |
$245K - $273K
|
61.8K
$1.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-38K- 60.09% |
$877K - $978K
|
25.2K
$664K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-510- 57.76% |
$11.8K - $13.1K
|
373
$9.81K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.1K- 6.46% |
$533K - $595K
|
334K
$8.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.4K+ 15.79% |
$32.3K - $36.1K
|
10.3K
$270K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-300- 1.01% |
$6.93K - $7.73K
|
29.4K
$772K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 0.9% |
$92.4 - $103
|
447
$11.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.74K+ 11.93% |
$40.1K - $44.7K
|
16.3K
$429K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-702- 3.94% |
$16.2K - $18.1K
|
17.1K
$451K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
560+ 221.34% |
$12.9K - $14.4K
|
813
$21.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.6KNew |
$244K - $272K
|
10.6K
$278K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-183- 0.09% |
$4.23K - $4.71K
|
199K
$5.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-420- 1.44% |
$9.7K - $10.8K
|
28.7K
$755K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-145- 0.95% |
$3.35K - $3.73K
|
15.2K
$399K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.64K+ 0.34% |
$84K - $93.7K
|
1.06M
$28M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
38+ 0.11% |
$877 - $979
|
33.8K
$889K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
351+ 153.28% |
$8.1K - $9.04K
|
580
$15.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-11.2K- 39.35% |
$257K - $287K
|
17.2K
$452K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.49KNew |
$219K - $244K
|
9.49K
$250K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.06KNew |
$47.5K - $53K
|
2.06K
$54.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.13K- 2.67% |
$26K - $29K
|
41.1K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
941+ 5.5% |
$21.7K - $24.2K
|
18.1K
$475K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11- 3.48% |
$254 - $283
|
305
$8.02K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
37+ 0.15% |
$854 - $953
|
24.6K
$647K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.48K+ 2.05% |
$80.3K - $89.5K
|
173K
$4.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.11K- 5.38% |
$25.6K - $28.6K
|
19.5K
$514K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-924- 2.02% |
$21.3K - $23.8K
|
44.8K
$1.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.34K- 12.39% |
$54K - $60.2K
|
16.5K
$435K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.1K- 39.65% |
$210K - $234K
|
13.9K
$365K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
126KNew |
$2.91M - $3.25M
|
126K
$3.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-41K- 58.28% |
$946K - $1.06M
|
29.3K
$772K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
50New |
$1.15K - $1.29K
|
50
$1.32K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
63.8KNew |
$1.47M - $1.64M
|
63.8K
$1.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-19.1K- 55.54% |
$441K - $491K
|
15.3K
$402K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
260+ 2.81% |
$6K - $6.7K
|
9.53K
$251K
|