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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-261- 1.3% |
$5.44K - $6.72K
|
19.8K
$486K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
49+ 3.44% |
$1.02K - $1.26K
|
1.48K
$36.2K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.22K+ 310.82% |
$87.9K - $109K
|
5.58K
$137K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-13K- 52.94% |
$271K - $335K
|
11.6K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
411+ 14.03% |
$8.56K - $10.6K
|
3.34K
$81.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
93.5K+ 58.95% |
$1.95M - $2.41M
|
252K
$6.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.78K+ 9.49% |
$57.8K - $71.5K
|
32K
$786K
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-981- 0.56% |
$20.4K - $25.3K
|
175K
$4.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
775New |
$16.1K - $20K
|
775
$19K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
482KNew |
$10M - $12.4M
|
482K
$11.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-300- 42.25% |
$6.25K - $7.73K
|
410
$10.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.93K+ 1.82% |
$81.8K - $101K
|
220K
$5.38M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-276K- 27.02% |
$5.75M - $7.11M
|
746K
$18.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.92K- 7.57% |
$40K - $49.5K
|
23.5K
$576K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.16K- 3.54% |
$24.2K - $29.9K
|
31.6K
$775K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
339+ 26.08% |
$7.06K - $8.73K
|
1.64K
$40.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.29% |
$125 - $155
|
2.11K
$51.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.3KNew |
$214K - $265K
|
10.3K
$252K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-52- 0.47% |
$1.08K - $1.34K
|
11K
$270K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
101K+ 201.43% |
$2.1M - $2.6M
|
151K
$3.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
342K+ 406.73% |
$7.12M - $8.8M
|
426K
$10.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
276+ 0.91% |
$5.75K - $7.11K
|
30.7K
$753K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-9.09K- 10.12% |
$189K - $234K
|
80.8K
$1.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-22.6K- 12.36% |
$470K - $581K
|
160K
$3.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-375- 0.54% |
$7.81K - $9.66K
|
69.5K
$1.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-102K- 6.72% |
$2.13M - $2.64M
|
1.42M
$34.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6.2K+ 6.27% |
$129K - $160K
|
105K
$2.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
57.2K+ 6.81% |
$1.19M - $1.47M
|
898K
$22M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11.6K+ 12.06% |
$242K - $299K
|
108K
$2.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.29K- 3.5% |
$131K - $162K
|
173K
$4.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
100New |
$2.08K - $2.58K
|
100
$2.45K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
68+ 0.71% |
$1.42K - $1.75K
|
9.7K
$238K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
4+ 0.82% |
$83.3 - $103
|
492
$12.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-558- 2.84% |
$11.6K - $14.4K
|
19.1K
$468K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.3K- 2.77% |
$27.1K - $33.4K
|
45.5K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
9New |
$187 - $232
|
9
$221
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-865- 74.5% |
$18K - $22.3K
|
296
$7.26K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.62K+ 5.59% |
$54.5K - $67.4K
|
49.4K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-275- 1.02% |
$5.73K - $7.08K
|
26.7K
$654K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
11+ 0.91% |
$229 - $283
|
1.22K
$30K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.06% |
$62.5 - $77.3
|
4.84K
$119K
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-6.22K- 5.62% |
$130K - $160K
|
104K
$2.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.52K+ 18.88% |
$52.4K - $64.8K
|
15.9K
$389K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.99% |
$20.8 - $25.8
|
102
$2.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.4K- 4.8% |
$133K - $165K
|
127K
$3.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
991K+ 427.53% |
$20.6M - $25.5M
|
1.22M
$30M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-729- 5.03% |
$15.2K - $18.8K
|
13.8K
$338K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
9.16KNew |
$191K - $236K
|
9.16K
$225K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-707- 1.4% |
$14.7K - $18.2K
|
49.8K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.83K- 24.54% |
$59K - $72.9K
|
8.71K
$213K
|