Latest Institutional Purchases of Fidelity Covington Tr Msci Ene (FENY)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Ene (FENY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.14KNew |
$189K - $213K
|
8.14K
$192K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8.1K+ 49.13% |
$188K - $212K
|
24.6K
$580K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.98K+ 3.61% |
$185K - $209K
|
229K
$5.4M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
7.85KNew |
$182K - $205K
|
7.85K
$185K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
3.76KNew |
$87.3K - $98.3K
|
3.76K
$88.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.47KNew |
$80.5K - $90.7K
|
3.47K
$81.8K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.31K+ 4.91% |
$53.6K - $60.3K
|
49.3K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2K+ 4.46% |
$46.5K - $52.3K
|
46.8K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.98K+ 9.22% |
$46.1K - $51.9K
|
23.5K
$555K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.84K+ 1.4% |
$42.7K - $48.1K
|
133K
$3.15M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.5KNew |
$34.9K - $39.3K
|
1.5K
$35.4K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.27K+ 4.34% |
$29.4K - $33.1K
|
30.4K
$718K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.25K+ 1134.55% |
$29K - $32.6K
|
1.36K
$32K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
913New |
$21.2K - $23.9K
|
913
$21.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
821+ 82.1% |
$19.1K - $21.5K
|
1.82K
$43K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
805New |
$18.7K - $21.1K
|
805
$19K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
737+ 5.85% |
$17.1K - $19.3K
|
13.3K
$315K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
559+ 5.33% |
$13K - $14.6K
|
11K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
500New |
$11.6K - $13.1K
|
500
$11.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
474New |
$11K - $12.4K
|
474
$11.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
341+ 0.65% |
$7.92K - $8.92K
|
52.6K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
336+ 70.15% |
$7.81K - $8.79K
|
815
$19.2K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
300+ 2.94% |
$6.97K - $7.85K
|
10.5K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
249+ 9.29% |
$5.79K - $6.51K
|
2.93K
$69.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
204+ 0.74% |
$4.74K - $5.34K
|
27.7K
$654K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
182New |
$4.23K - $4.76K
|
182
$4.3K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
164+ 0.09% |
$3.81K - $4.29K
|
176K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
104+ 1485.71% |
$2.42K - $2.72K
|
111
$2.62K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
101New |
$2.35K - $2.64K
|
101
$2.38K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
98+ 9.22% |
$2.28K - $2.56K
|
1.16K
$27.4K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
69+ 0.32% |
$1.6K - $1.81K
|
21.9K
$517K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
65New |
$1.51K - $1.7K
|
65
$1.53K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
56+ 0.13% |
$1.3K - $1.46K
|
44.8K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
42New |
$976 - $1.1K
|
42
$991
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 0.04% |
$558 - $628
|
54.8K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
19+ 1.55% |
$442 - $497
|
1.24K
$29.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17+ 0.07% |
$395 - $445
|
25.4K
$600K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
15+ 0.04% |
$349 - $392
|
33.5K
$791K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7+ 0.58% |
$163 - $183
|
1.21K
$28.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.78% |
$116 - $131
|
645
$15.2K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.19% |
$93 - $105
|
2.1K
$49.5K
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
4+ 0.83% |
$93 - $105
|
488
$11.5K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
3New |
$69.7 - $78.5
|
3
$70.8
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.8% |
$69.7 - $78.5
|
376
$8.87K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.06% |
$69.7 - $78.5
|
4.84K
$114K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
95.3KNew |
$2.21M - $2.56M
|
95.3K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.4KNew |
$842K - $979K
|
36.4K
$859K
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
15.2KNew |
$351K - $409K
|
15.2K
$358K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11.9KNew |
$275K - $319K
|
11.9K
$280K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.4KNew |
$239K - $279K
|
10.4K
$244K
|
|