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 $362 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
53,246
shares
|
$1.2 Million
0.3% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
52,573
shares
|
$1.19 Million
0.08% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
51,790
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 66.01%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
51,553
shares
|
$1.16 Million
1.52% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
50,514
shares
|
$1.14 Million
0.4% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
50,075
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
49,265
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
48,178
shares
|
$1.09 Million
0.08% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
46,831
shares
|
$1.06 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
46,831
shares
|
$1.06 Million
0.33% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
44,794
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
43,821
shares
|
$989,916
0.0% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
43,609
shares
|
$985,127
0.01% of portfolio
|
Q1 2025
Added 81.09%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
40,994
shares
|
$926,054
0.13% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
40,678
shares
|
$918,916
0.06% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
39,060
shares
|
$882,365
0.06% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
36,511
shares
|
$824,783
0.39% of portfolio
|
Q1 2025
Added 129.6%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
35,477
shares
|
$801,425
0.02% of portfolio
|
Q1 2025
Reduced 48.1%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
33,510
shares
|
$756,990
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
32,786
shares
|
$740,635
0.0% of portfolio
|
Q1 2025
Reduced 25.39%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
32,710
shares
|
$738,918
0.01% of portfolio
|
Q1 2025
Added 113.99%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
32,561
shares
|
$735,552
0.79% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
31,469
shares
|
$710,884
0.09% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
31,242
shares
|
$705,756
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
31,088
shares
|
$702,277
0.03% of portfolio
|
Q1 2025
Reduced 3.9%
|