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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
500New |
$11.1K - $12.7K
|
500
$13.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
40New |
$891 - $1.01K
|
40
$1.05K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.87K- 29.88% |
$109K - $123K
|
11.4K
$301K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.09K- 8.72% |
$24.2K - $27.5K
|
11.4K
$300K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-11- 1.1% |
$245 - $278
|
987
$26K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.5KNew |
$55.7K - $63.3K
|
2.5K
$65.8K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-202Closed |
$4.37K - $5.18K
|
0
$0
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1.5KNew |
$32.4K - $38.5K
|
1.5K
$39.5K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-142- 83.53% |
$3.07K - $3.64K
|
28
$737
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
27New |
$583 - $693
|
27
$710
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.94K+ 8.2% |
$85.2K - $101K
|
52.1K
$1.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
290New |
$6.27K - $7.44K
|
290
$7.63K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4+ 16.67% |
$86.4 - $103
|
28
$737
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
80+ 13.94% |
$1.73K - $2.05K
|
654
$17.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
2.36KNew |
$51.1K - $60.6K
|
2.36K
$62.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
451New |
$9.75K - $11.6K
|
451
$11.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.61KNew |
$143K - $170K
|
6.61K
$174K
|
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
BUY
|
- |
49.2KNew |
$1.06M - $1.26M
|
49.2K
$1.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50New |
$1.08K - $1.28K
|
50
$1.32K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
69+ 0.36% |
$1.49K - $1.77K
|
19.4K
$510K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
24.7KNew |
$534K - $634K
|
24.7K
$650K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-5- 4.76% |
$108 - $128
|
100
$2.63K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
40New |
$864 - $1.03K
|
40
$1.05K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-9.91K- 51.13% |
$214K - $254K
|
9.47K
$249K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.08K- 37.19% |
$110K - $130K
|
8.59K
$226K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
59.4KNew |
$1.28M - $1.52M
|
59.4K
$1.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
151KNew |
$3.27M - $3.88M
|
151K
$3.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
27New |
$583 - $693
|
27
$710
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
74.2KNew |
$1.54M - $1.75M
|
74.2K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.72K- 80.74% |
$56.6K - $64.2K
|
650
$17.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.87K- 89.95% |
$38.9K - $44.1K
|
209
$5.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16.3KNew |
$339K - $384K
|
16.3K
$429K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
46New |
$956 - $1.08K
|
46
$1.21K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.1K+ 5.07% |
$85.3K - $96.8K
|
85.1K
$2.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
23New |
$478 - $542
|
23
$605
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
339+ 2.38% |
$7.05K - $7.99K
|
14.6K
$384K
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-38.5K- 70.14% |
$799K - $907K
|
16.4K
$431K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
339+ 3.51% |
$7.01K - $8.58K
|
10K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.03K+ 20.34% |
$42K - $51.4K
|
12K
$316K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
114KNew |
$2.35M - $2.87M
|
114K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
13KNew |
$269K - $329K
|
13K
$342K
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
116+ 0.95% |
$2.4K - $2.93K
|
12.3K
$324K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
516New |
$10.7K - $13.1K
|
516
$13.6K
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
50New |
$1.03K - $1.27K
|
50
$1.32K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.82% |
$41.3 - $50.6
|
246
$6.47K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-133- 1.28% |
$2.75K - $3.36K
|
10.3K
$270K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
76New |
$1.57K - $1.92K
|
76
$2K
|
|
|
Apr 28, 2023
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-500- 3.76% |
$10.3K - $12.7K
|
12.8K
$337K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
250+ 2.09% |
$5.17K - $6.33K
|
12.2K
$321K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
959+ 17.67% |
$20.1K - $24.8K
|
6.39K
$168K
|
|