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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.3KNew |
$239K - $277K
|
10.3K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
9.69KNew |
$224K - $261K
|
9.69K
$229K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.29KNew |
$215K - $250K
|
9.29K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6.29KNew |
$146K - $169K
|
6.29K
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.4KNew |
$125K - $145K
|
5.4K
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.12KNew |
$49K - $57K
|
2.12K
$50K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.74K+ 3.57% |
$40.3K - $46.9K
|
50.5K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.64KNew |
$38K - $44.2K
|
1.64K
$38.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.38K+ 3140.91% |
$32K - $37.2K
|
1.43K
$33.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.3KNew |
$30.1K - $35K
|
1.3K
$30.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.26KNew |
$29.2K - $34K
|
1.26K
$29.8K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.13KNew |
$26.2K - $30.4K
|
1.13K
$26.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
800+ 160.0% |
$18.5K - $21.5K
|
1.3K
$30.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
798New |
$18.5K - $21.5K
|
798
$18.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
659+ 5.75% |
$15.2K - $17.7K
|
12.1K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
382New |
$8.84K - $10.3K
|
382
$9.02K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
366+ 0.88% |
$8.47K - $9.85K
|
42.2K
$995K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
332New |
$7.68K - $8.93K
|
332
$7.84K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
310New |
$7.17K - $8.34K
|
310
$7.32K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
208New |
$4.81K - $5.6K
|
208
$4.91K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
150+ 100.0% |
$3.47K - $4.04K
|
300
$7.08K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
76New |
$1.76K - $2.05K
|
76
$1.79K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
55New |
$1.27K - $1.48K
|
55
$1.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
50New |
$1.16K - $1.35K
|
50
$1.18K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
23+ 1.01% |
$532 - $619
|
2.31K
$54.5K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
15New |
$347 - $404
|
15
$354
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
4New |
$92.6 - $108
|
4
$94.4
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.59% |
$46.3 - $53.8
|
341
$8.05K
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
126KNew |
$2.91M - $3.25M
|
126K
$2.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
63.8KNew |
$1.47M - $1.64M
|
63.8K
$1.51M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.4K+ 2311.03% |
$494K - $550K
|
22.3K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.72KNew |
$224K - $250K
|
9.72K
$229K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.49KNew |
$219K - $244K
|
9.49K
$224K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.03K+ 791.16% |
$93K - $104K
|
4.54K
$107K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.06KNew |
$47.5K - $53K
|
2.06K
$48.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.9K+ 8.91% |
$43.8K - $48.9K
|
23.2K
$548K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.62KNew |
$37.4K - $41.7K
|
1.62K
$38.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.2KNew |
$27.7K - $30.9K
|
1.2K
$28.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.13KNew |
$26.2K - $29.2K
|
1.13K
$26.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
701New |
$16.2K - $18.1K
|
701
$16.5K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
490New |
$11.3K - $12.6K
|
490
$11.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
463+ 2.42% |
$10.7K - $11.9K
|
19.6K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
369+ 1.92% |
$8.52K - $9.5K
|
19.6K
$462K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
225New |
$5.2K - $5.79K
|
225
$5.31K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
204+ 6.07% |
$4.71K - $5.25K
|
3.57K
$84.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
200New |
$4.62K - $5.15K
|
200
$4.72K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
183+ 0.86% |
$4.23K - $4.71K
|
21.6K
$509K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
50New |
$1.15K - $1.29K
|
50
$1.18K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 0.9% |
$92.4 - $103
|
447
$10.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
4+ 0.01% |
$92.4 - $103
|
51.6K
$1.22M
|
|