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 216 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $432 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
157,201
shares
|
$4.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 24.37%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
142,571
shares
|
$3.7 Million
0.07% of portfolio
|
Q2 2024
Reduced 12.78%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
134,245
shares
|
$3.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
130,529
shares
|
$3.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
130,103
shares
|
$3.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
126,924
shares
|
$3.3 Million
0.01% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
126,063
shares
|
$3.28 Million
2.19% of portfolio
|
Q3 2024
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
115,740
shares
|
$3.01 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
112,683
shares
|
$2.93 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
103,345
shares
|
$2.68 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
102,979
shares
|
$2.68 Million
0.06% of portfolio
|
Q3 2022
Added 1.72%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
95,871
shares
|
$2.49 Million
1.39% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
95,650
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
90,103
shares
|
$2.34 Million
0.17% of portfolio
|
Q3 2022
Reduced 62.45%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
85,756
shares
|
$2.23 Million
1.13% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
75,573
shares
|
$1.96 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
74,192
shares
|
$1.93 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
72,483
shares
|
$1.88 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
67,561
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2024
Added 77.66%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
64,817
shares
|
$1.68 Million
0.22% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
63,829
shares
|
$1.66 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
61,818
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.65%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
60,378
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
57,655
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
54,759
shares
|
$1.42 Million
0.46% of portfolio
|
Q3 2024
Added 0.05%
|