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 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-38.5K- 70.14% |
$799K - $907K
|
16.4K
$386K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.03K+ 20.34% |
$42K - $51.4K
|
12K
$283K
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
116+ 0.95% |
$2.4K - $2.93K
|
12.3K
$290K
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
13KNew |
$269K - $329K
|
13K
$307K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
516New |
$10.7K - $13.1K
|
516
$12.2K
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
50New |
$1.03K - $1.27K
|
50
$1.18K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.82% |
$41.3 - $50.6
|
246
$5.81K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-133- 1.28% |
$2.75K - $3.36K
|
10.3K
$242K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
76New |
$1.57K - $1.92K
|
76
$1.79K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
250+ 2.09% |
$5.17K - $6.33K
|
12.2K
$288K
|
|
| 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
$151K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
562+ 5.88% |
$11.8K - $14.5K
|
10.1K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
643New |
$13.5K - $16.6K
|
643
$15.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.51KNew |
$178K - $220K
|
8.51K
$201K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-856- 2.86% |
$18K - $22.1K
|
29K
$686K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1KNew |
$21K - $25.8K
|
1K
$23.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.57KNew |
$96K - $118K
|
4.57K
$108K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
628New |
$13.2K - $16.2K
|
628
$14.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
22New |
$462 - $568
|
22
$519
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
11KNew |
$231K - $284K
|
11K
$260K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.41K- 5.08% |
$135K - $166K
|
120K
$2.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
167New |
$3.5K - $4.31K
|
167
$3.94K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
453New |
$9.5K - $11.7K
|
453
$10.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.85KNew |
$186K - $229K
|
8.85K
$209K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
78New |
$1.64K - $2.01K
|
78
$1.84K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
9.75KNew |
$205K - $252K
|
9.75K
$230K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
305New |
$6.4K - $7.88K
|
305
$7.2K
|
|
| Q3 2022 | |||||||
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
65New |
$1.19K - $1.5K
|
65
$1.53K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.75K+ 1.72% |
$32K - $40.4K
|
103K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-150K- 62.45% |
$2.74M - $3.47M
|
90.1K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.75KNew |
$50.4K - $63.7K
|
2.75K
$64.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.27K- 35.64% |
$133K - $168K
|
13.1K
$310K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-371- 10.01% |
$6.8K - $8.59K
|
3.34K
$78.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
31.2KNew |
$572K - $723K
|
31.2K
$737K
|
|
| Q2 2022 | |||||||
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-12.1KClosed |
$231K - $305K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
37.5KNew |
$716K - $946K
|
37.5K
$885K
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-16.4K- 52.47% |
$314K - $414K
|
14.9K
$351K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-55.3K- 38.85% |
$1.06M - $1.4M
|
87.1K
$2.05M
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-348Closed |
$6.65K - $8.78K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
14KNew |
$268K - $354K
|
14K
$331K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-29.9KClosed |
$572K - $755K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
11.1KNew |
$212K - $280K
|
11.1K
$262K
|
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2+ 0.79% |
$38.2 - $50.4
|
254
$5.99K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
85New |
$1.62K - $2.14K
|
85
$2.01K
|
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
37.1KNew |
$708K - $934K
|
37.1K
$874K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-254KClosed |
$4.85M - $6.4M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-11Closed |
$210 - $277
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$203K - $268K
|
10.6K
$251K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-74Closed |
$1.41K - $1.87K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-32.6K- 59.01% |
$623K - $823K
|
22.7K
$535K
|
|