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 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.19K- 9.36% |
$87.4K - $108K
|
40.6K
$996K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.22K+ 11.55% |
$87.8K - $109K
|
40.7K
$999K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.41K+ 909.33% |
$154K - $191K
|
8.23K
$202K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.59K- 8.71% |
$116K - $144K
|
58.6K
$1.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
798New |
$16.6K - $20.5K
|
798
$19.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-552- 3.34% |
$11.5K - $14.2K
|
16K
$392K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
1+ 2.63% |
$20.8 - $25.8
|
39
$956
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.11K- 5.91% |
$64.7K - $80K
|
49.5K
$1.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-440- 3.54% |
$9.17K - $11.3K
|
12K
$294K
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
10.5KNew |
$219K - $270K
|
10.5K
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6+ 0.93% |
$125 - $155
|
651
$16K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.31K+ 4.21% |
$48.1K - $59.5K
|
57.1K
$1.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.01K+ 66833.33% |
$41.8K - $51.6K
|
2.01K
$49.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.08K- 28.11% |
$106K - $131K
|
13K
$319K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.01K- 16.08% |
$146K - $181K
|
36.6K
$897K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-460- 1.93% |
$9.58K - $11.8K
|
23.4K
$574K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-622- 3.52% |
$13K - $16K
|
17K
$418K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.69K- 37.47% |
$35.2K - $43.5K
|
2.82K
$69.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-520- 4.46% |
$10.8K - $13.4K
|
11.1K
$273K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
420+ 1.82% |
$8.75K - $10.8K
|
23.4K
$575K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
39+ 0.44% |
$812 - $1K
|
8.93K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.89K+ 2.76% |
$60.3K - $74.5K
|
108K
$2.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.5K+ 10.6% |
$281K - $347K
|
141K
$3.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
33.5K+ 145.94% |
$698K - $863K
|
56.5K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.49K+ 2.34% |
$31K - $38.3K
|
64.9K
$1.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.91K- 31.88% |
$206K - $255K
|
21.2K
$519K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
208+ 0.67% |
$4.33K - $5.36K
|
31.1K
$761K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
96+ 0.24% |
$2K - $2.47K
|
40.8K
$1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-986- 3.29% |
$20.5K - $25.4K
|
29K
$711K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
16.5KNew |
$343K - $424K
|
16.5K
$403K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
25+ 250.0% |
$521 - $644
|
35
$858
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
264+ 0.55% |
$5.5K - $6.8K
|
48.4K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
26.9KNew |
$560K - $693K
|
26.9K
$660K
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-1.07K- 8.26% |
$22.4K - $27.6K
|
11.9K
$292K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
525New |
$10.9K - $13.5K
|
525
$12.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
8.7KNew |
$181K - $224K
|
8.7K
$213K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.16K- 6.17% |
$24.1K - $29.7K
|
17.6K
$431K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
693+ 2.62% |
$14.4K - $17.8K
|
27.1K
$665K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
8.6KNew |
$179K - $222K
|
8.6K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
1.26K+ 2.36% |
$26.2K - $32.4K
|
54.5K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.54K+ 8.1% |
$32K - $39.6K
|
20.5K
$504K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-49.2K- 22.86% |
$1.02M - $1.27M
|
166K
$4.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-125- 1.31% |
$2.6K - $3.22K
|
9.45K
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-969- 6.13% |
$20.2K - $25K
|
14.8K
$364K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
103KNew |
$2.14M - $2.64M
|
103K
$2.52M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.25K- 7.63% |
$46.9K - $57.9K
|
27.2K
$668K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
779+ 4.25% |
$16.2K - $20.1K
|
19.1K
$469K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-133- 18.0% |
$2.77K - $3.42K
|
606
$14.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.8K+ 21935.48% |
$142K - $175K
|
6.83K
$167K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.82K- 97.91% |
$38K - $47K
|
39
$956
|