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 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
22New |
$490 - $557
|
22
$544
|
|
Q3 2023 | |||||||
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
151KNew |
$3.27M - $3.88M
|
151K
$3.74M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
59.4KNew |
$1.28M - $1.52M
|
59.4K
$1.47M
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
BUY
|
- |
49.2KNew |
$1.06M - $1.26M
|
49.2K
$1.22M
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
24.7KNew |
$534K - $634K
|
24.7K
$611K
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.61KNew |
$143K - $170K
|
6.61K
$163K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.94K+ 8.2% |
$85.2K - $101K
|
52.1K
$1.29M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
2.36KNew |
$51.1K - $60.6K
|
2.36K
$58.4K
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1.5KNew |
$32.4K - $38.5K
|
1.5K
$37.1K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
451New |
$9.75K - $11.6K
|
451
$11.2K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
406New |
$8.77K - $10.4K
|
406
$10K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
290New |
$6.27K - $7.44K
|
290
$7.17K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
80+ 13.94% |
$1.73K - $2.05K
|
654
$16.2K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
69+ 0.36% |
$1.49K - $1.77K
|
19.4K
$479K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50New |
$1.08K - $1.28K
|
50
$1.24K
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
40New |
$864 - $1.03K
|
40
$989
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
27New |
$583 - $693
|
27
$668
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
27New |
$583 - $693
|
27
$668
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4+ 16.67% |
$86.4 - $103
|
28
$692
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
74.2KNew |
$1.54M - $1.75M
|
74.2K
$1.83M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16.3KNew |
$339K - $384K
|
16.3K
$403K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.1K+ 5.07% |
$85.3K - $96.8K
|
85.1K
$2.1M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
339+ 2.38% |
$7.05K - $7.99K
|
14.6K
$361K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
46New |
$956 - $1.08K
|
46
$1.14K
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
23New |
$478 - $542
|
23
$569
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
114KNew |
$2.35M - $2.87M
|
114K
$2.81M
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
13KNew |
$269K - $329K
|
13K
$321K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.03K+ 20.34% |
$42K - $51.4K
|
12K
$297K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
516New |
$10.7K - $13.1K
|
516
$12.8K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
339+ 3.51% |
$7.01K - $8.58K
|
10K
$247K
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
250+ 2.09% |
$5.17K - $6.33K
|
12.2K
$302K
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
116+ 0.95% |
$2.4K - $2.93K
|
12.3K
$304K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
76New |
$1.57K - $1.92K
|
76
$1.88K
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
50New |
$1.03K - $1.27K
|
50
$1.24K
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.82% |
$41.3 - $50.6
|
246
$6.08K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
11KNew |
$231K - $284K
|
11K
$272K
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
9.75KNew |
$205K - $252K
|
9.75K
$241K
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.85KNew |
$186K - $229K
|
8.85K
$219K
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.51KNew |
$178K - $220K
|
8.51K
$210K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.57KNew |
$96K - $118K
|
4.57K
$113K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.54K+ 40.13% |
$95.3K - $117K
|
15.9K
$392K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1KNew |
$21K - $25.8K
|
1K
$24.7K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
959+ 17.67% |
$20.1K - $24.8K
|
6.39K
$158K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
643New |
$13.5K - $16.6K
|
643
$15.9K
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
628New |
$13.2K - $16.2K
|
628
$15.5K
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
562+ 5.88% |
$11.8K - $14.5K
|
10.1K
$250K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
453New |
$9.5K - $11.7K
|
453
$11.2K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
305New |
$6.4K - $7.88K
|
305
$7.54K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
167New |
$3.5K - $4.31K
|
167
$4.13K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
78New |
$1.64K - $2.01K
|
78
$1.93K
|