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 |
|---|---|---|---|---|---|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
22,966
shares
|
$518,801
0.07% of portfolio
|
Q3 2022
Added 185.06%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
21,904
shares
|
$494,811
0.04% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
20,093
shares
|
$453,900
0.1% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
19,713
shares
|
$445,316
0.0% of portfolio
|
Q1 2025
Added 33.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
19,644
shares
|
$443,757
0.02% of portfolio
|
Q1 2025
Reduced 22.8%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
19,594
shares
|
$442,628
0.0% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
18,999
shares
|
$429,187
0.44% of portfolio
|
Q1 2025
Added 155.33%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
18,732
shares
|
$423,155
0.04% of portfolio
|
Q1 2025
Reduced 39.32%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
18,547
shares
|
$418,976
0.28% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
18,339
shares
|
$414,278
0.11% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
18,081
shares
|
$408,449
0.01% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
17,655
shares
|
$398,826
0.04% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
17,491
shares
|
$395,121
0.01% of portfolio
|
Q1 2025
Reduced 67.41%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
17,165
shares
|
$387,757
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
16,534
shares
|
$373,503
0.31% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
16,234
shares
|
$366,726
0.0% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
15,808
shares
|
$357,102
0.14% of portfolio
|
Q1 2025
Added 38.67%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
14,707
shares
|
$332,231
0.03% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
14,659
shares
|
$331,146
0.06% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
14,499
shares
|
$327,532
0.07% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
13,348
shares
|
$301,531
0.01% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
13,338
shares
|
$301,305
0.06% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
13,077
shares
|
$295,409
0.0% of portfolio
|
Q1 2025
Reduced 23.75%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
May 07, 2025 Q1 2025 |
12,984
shares
|
$293,308
0.11% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
12,712
shares
|
$287,164
0.13% of portfolio
|
Q4 2024
Reduced 0.16%
|