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 |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
17,182
shares
|
$446,388
0.06% of portfolio
|
Q3 2024
Reduced 39.35%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
17,133
shares
|
$445,115
0.31% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
16,528
shares
|
$429,397
0.3% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
16,452
shares
|
$427,422
0.04% of portfolio
|
Q3 2024
Reduced 26.7%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
16,321
shares
|
$424,019
0.11% of portfolio
|
Q3 2024
Added 57.27%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
16,301
shares
|
$423,499
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
16,293
shares
|
$423,292
0.0% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,718
shares
|
$408,353
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
15,350
shares
|
$398,793
0.25% of portfolio
|
Q3 2024
Reduced 31.85%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
15,276
shares
|
$396,870
0.16% of portfolio
|
Q3 2024
Reduced 55.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
15,204
shares
|
$394,999
0.0% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
15,187
shares
|
$394,558
0.03% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
15,165
shares
|
$393,986
0.07% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,036
shares
|
$390,635
0.0% of portfolio
|
Q3 2024
Reduced 27.54%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
14,932
shares
|
$387,933
0.06% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
14,870
shares
|
$386,322
0.1% of portfolio
|
Q3 2024
Added 57.86%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
14,615
shares
|
$379,697
0.01% of portfolio
|
Q3 2024
Reduced 60.79%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
13,964
shares
|
$362,784
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
13,855
shares
|
$359,952
0.0% of portfolio
|
Q3 2024
Reduced 39.65%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
13,729
shares
|
$356,679
0.02% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
13,628
shares
|
$354,055
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Nov 01, 2024 Q3 2024 |
12,815
shares
|
$332,933
0.2% of portfolio
|
Q1 2023
Reduced 3.76%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
12,732
shares
|
$330,777
0.11% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
12,302
shares
|
$319,605
0.0% of portfolio
|
Q3 2024
Reduced 90.05%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
12,258
shares
|
$318,462
0.0% of portfolio
|
Q3 2024
Added 8.06%
|