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 |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
31,025
shares
|
$700,854
0.04% of portfolio
|
Q1 2025
Reduced 34.55%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
30,848
shares
|
$696,856
0.07% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
30,424
shares
|
$687,278
0.0% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
30,200
shares
|
$682,218
0.03% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
29,977
shares
|
$677,180
0.0% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
29,557
shares
|
$667,692
0.01% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
29,473
shares
|
$665,795
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
29,473
shares
|
$665,795
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
29,261
shares
|
$661,005
0.61% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
29,049
shares
|
$656,216
0.41% of portfolio
|
Q4 2022
Reduced 2.86%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
28,693
shares
|
$648,174
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
28,283
shares
|
$638,912
0.01% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
28,107
shares
|
$634,937
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
27,708
shares
|
$625,923
0.41% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
27,487
shares
|
$620,931
0.93% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
26,960
shares
|
$609,026
0.34% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
26,422
shares
|
$596,872
0.08% of portfolio
|
Q1 2025
Added 69.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,073
shares
|
$588,989
0.0% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
25,930
shares
|
$585,758
0.75% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
25,405
shares
|
$573,898
0.01% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
24,579
shares
|
$555,239
0.08% of portfolio
|
Q1 2025
Added 49.13%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
23,859
shares
|
$538,974
0.0% of portfolio
|
Q1 2025
Added 118.27%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
23,507
shares
|
$531,023
0.0% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,219
shares
|
$524,517
0.0% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
23,020
shares
|
$520,021
0.01% of portfolio
|
Q1 2025
Reduced 4.7%
|