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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11New |
$266 - $296
|
11
$274
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 1.12% |
$48.4 - $53.7
|
181
$4.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 2.7% |
$24.2 - $26.9
|
38
$945
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
119KNew |
$2.62M - $3.09M
|
119K
$2.97M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
74.4KNew |
$1.63M - $1.92M
|
74.4K
$1.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
45.7KNew |
$1M - $1.18M
|
45.7K
$1.14M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
29.5KNew |
$648K - $762K
|
29.5K
$733K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.8K+ 174.16% |
$633K - $745K
|
45.3K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
24.5KNew |
$538K - $633K
|
24.5K
$609K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14.7KNew |
$323K - $381K
|
14.7K
$366K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
12.1K+ 7948.03% |
$265K - $313K
|
12.2K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
11.4K+ 5.91% |
$250K - $294K
|
204K
$5.07M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
9.73KNew |
$214K - $252K
|
9.73K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.36K+ 21.57% |
$206K - $242K
|
52.7K
$1.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
9.2KNew |
$202K - $238K
|
9.2K
$229K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
9.01KNew |
$198K - $233K
|
9.01K
$224K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.44K+ 11438.46% |
$163K - $192K
|
7.5K
$187K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.07KNew |
$89.4K - $105K
|
4.07K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
515+ 3.37% |
$11.3K - $13.3K
|
15.8K
$394K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
495+ 4.84% |
$10.9K - $12.8K
|
10.7K
$267K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
472New |
$10.4K - $12.2K
|
472
$11.7K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
305+ 2.26% |
$6.7K - $7.89K
|
13.8K
$344K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
279New |
$6.13K - $7.22K
|
279
$6.94K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
60New |
$1.32K - $1.55K
|
60
$1.49K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
8+ 0.69% |
$176 - $207
|
1.16K
$28.9K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
128KNew |
$2.86M - $3.25M
|
128K
$3.19M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
18.1KNew |
$404K - $459K
|
18.1K
$451K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.4KNew |
$254K - $288K
|
11.4K
$283K
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
10.5KNew |
$235K - $266K
|
10.5K
$262K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.31KNew |
$207K - $236K
|
9.31K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
3.69KNew |
$82.1K - $93.2K
|
3.69K
$91.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.5KNew |
$55.7K - $63.3K
|
2.5K
$62.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
906+ 1.26% |
$20.2K - $22.9K
|
73.1K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
583New |
$13K - $14.7K
|
583
$14.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
505+ 4.48% |
$11.2K - $12.8K
|
11.8K
$293K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
500New |
$11.1K - $12.7K
|
500
$12.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
314New |
$6.99K - $7.94K
|
314
$7.81K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
200+ 2.16% |
$4.45K - $5.06K
|
9.45K
$235K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
138New |
$3.07K - $3.49K
|
138
$3.43K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
50New |
$1.11K - $1.27K
|
50
$1.24K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
40New |
$891 - $1.01K
|
40
$995
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
22New |
$490 - $557
|
22
$547
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
22New |
$490 - $557
|
22
$547
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
151KNew |
$3.27M - $3.88M
|
151K
$3.77M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
59.4KNew |
$1.28M - $1.52M
|
59.4K
$1.48M
|
|
|
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
$614K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.61KNew |
$143K - $170K
|
6.61K
$164K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.94K+ 8.2% |
$85.2K - $101K
|
52.1K
$1.3M
|
|