Institutional Ownership Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY). We have compiled data on the 241 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $354 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,523,883
shares
|
$35.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,497,374
shares
|
$34.5 Million
0.16% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,022,058
shares
|
$23.5 Million
0.04% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
840,702
shares
|
$19.4 Million
0.12% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
789,319
shares
|
$18.2 Million
0.01% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
735,256
shares
|
$16.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Yarbrough Capital, LLC
|
Apr 14, 2025 Q1 2025 |
711,695
shares
|
$16.4 Million
0.78% of portfolio
|
Q4 2021
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
515,280
shares
|
$11.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
329,982
shares
|
$7.6 Million
0.02% of portfolio
|
Q1 2025
Added 92.58%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
302,447
shares
|
$6.96 Million
0.0% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
263,510
shares
|
$6.07 Million
3.66% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
231,768
shares
|
$5.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 30.87%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
229,433
shares
|
$5.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
228,936
shares
|
$5.27 Million
0.12% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
220,453
shares
|
$5.07 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
215,603
shares
|
$4.96 Million
0.03% of portfolio
|
Q1 2025
Added 312.13%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
215,137
shares
|
$4.95 Million
0.88% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
203,612
shares
|
$4.69 Million
0.12% of portfolio
|
Q1 2024
Added 5.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
198,113
shares
|
$4.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
182,661
shares
|
$4.2 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
179,584
shares
|
$4.13 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
175,572
shares
|
$4.04 Million
1.81% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Guerra Advisors Inc
Miami, FL |
Apr 25, 2025 Q1 2025 |
158,585
shares
|
$3.65 Million
2.27% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
152,193
shares
|
$3.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 38.65%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
152,134
shares
|
$3.5 Million
0.0% of portfolio
|
Q1 2025
Added 7.85%
|