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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
23+ 0.04% |
$532 - $619
|
54.8K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
23+ 1.01% |
$532 - $619
|
2.31K
$57.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7New |
$162 - $188
|
7
$174
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
6+ 1.57% |
$139 - $161
|
387
$9.63K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6+ 0.5% |
$139 - $161
|
1.21K
$30K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.79% |
$116 - $135
|
640
$15.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
4New |
$92.6 - $108
|
4
$99.5
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.06% |
$69.4 - $80.7
|
4.83K
$120K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.59% |
$46.3 - $53.8
|
341
$8.48K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.01% |
$23.1 - $26.9
|
14.9K
$372K
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
126KNew |
$2.91M - $3.25M
|
126K
$3.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
63.8KNew |
$1.47M - $1.64M
|
63.8K
$1.59M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
52.2K+ 136.88% |
$1.21M - $1.34M
|
90.3K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
41.2KNew |
$952K - $1.06M
|
41.2K
$1.03M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.4K+ 2311.03% |
$494K - $550K
|
22.3K
$555K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.72KNew |
$224K - $250K
|
9.72K
$242K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.49KNew |
$219K - $244K
|
9.49K
$236K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.03K+ 791.16% |
$93K - $104K
|
4.54K
$113K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.93K+ 31.45% |
$67.6K - $75.3K
|
12.2K
$304K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.06KNew |
$47.5K - $53K
|
2.06K
$51.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.9K+ 8.91% |
$43.8K - $48.9K
|
23.2K
$578K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.62KNew |
$37.4K - $41.7K
|
1.62K
$40.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.2KNew |
$27.7K - $30.9K
|
1.2K
$29.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.13KNew |
$26.2K - $29.2K
|
1.13K
$28.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.1K+ 10.68% |
$25.4K - $28.3K
|
11.4K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
958+ 10.78% |
$22.1K - $24.7K
|
9.85K
$245K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
701New |
$16.2K - $18.1K
|
701
$17.4K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
490New |
$11.3K - $12.6K
|
490
$12.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
463+ 2.42% |
$10.7K - $11.9K
|
19.6K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
369+ 1.92% |
$8.52K - $9.5K
|
19.6K
$487K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
225New |
$5.2K - $5.79K
|
225
$5.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
204+ 6.07% |
$4.71K - $5.25K
|
3.57K
$88.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
200New |
$4.62K - $5.15K
|
200
$4.98K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
183+ 0.86% |
$4.23K - $4.71K
|
21.6K
$537K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
50New |
$1.15K - $1.29K
|
50
$1.24K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 0.9% |
$92.4 - $103
|
447
$11.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
4+ 0.01% |
$92.4 - $103
|
51.6K
$1.28M
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
50.5KNew |
$1.22M - $1.36M
|
50.5K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
38.5KNew |
$933K - $1.04M
|
38.5K
$959K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
9.13K+ 200.04% |
$221K - $245K
|
13.7K
$341K
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
8.07KNew |
$195K - $217K
|
8.07K
$201K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.82KNew |
$68.3K - $75.8K
|
2.82K
$70.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.94KNew |
$47K - $52.1K
|
1.94K
$48.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1.11KNew |
$27K - $29.9K
|
1.11K
$27.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.04KNew |
$25.1K - $27.9K
|
1.04K
$25.8K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
670New |
$16.2K - $18K
|
670
$16.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
BUY
|
- |
668+ 0.88% |
$16.2K - $17.9K
|
76.5K
$1.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
400New |
$9.69K - $10.7K
|
400
$9.95K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
77New |
$1.86K - $2.07K
|
77
$1.92K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
29New |
$702 - $779
|
29
$722
|
|