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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
12,653
shares
|
$285,831
0.0% of portfolio
|
Q1 2025
Added 30.32%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
12,525
shares
|
$282,939
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
12,440
shares
|
$281,019
0.01% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
12,010
shares
|
$271,305
0.0% of portfolio
|
Q1 2023
Added 20.34%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
May 02, 2025 Q1 2025 |
11,815
shares
|
$266,900
0.21% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
11,765
shares
|
$265,771
0.01% of portfolio
|
Q4 2023
Added 4.48%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
11,702
shares
|
$264,348
0.22% of portfolio
|
Q1 2025
Reduced 11.75%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
11,669
shares
|
$263,602
0.1% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
11,539
shares
|
$260,666
0.0% of portfolio
|
Q1 2025
Reduced 12.68%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
11,523
shares
|
$260,304
0.25% of portfolio
|
Q1 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
11,394
shares
|
$257,390
0.07% of portfolio
|
Q4 2023
Reduced 8.72%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,388
shares
|
$257,254
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
11,105
shares
|
$250,861
0.18% of portfolio
|
Q2 2022
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
11,045
shares
|
$249,506
0.01% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
10,500
shares
|
$237,195
0.08% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
10,210
shares
|
$230,643
0.15% of portfolio
|
Q1 2025
Reduced 28.83%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
9,734
shares
|
$219,891
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
9,635
shares
|
$217,654
0.01% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
9,575
shares
|
$216,299
0.04% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
9,532
shares
|
$215,327
0.12% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
9,409
shares
|
$212,549
0.03% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
9,406
shares
|
$212,481
0.0% of portfolio
|
Q1 2025
Reduced 22.37%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
9,271
shares
|
$209,431
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,257
shares
|
$209,115
0.0% of portfolio
|
Q1 2025
Reduced 22.98%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,107
shares
|
$205,727
0.04% of portfolio
|
Q1 2025
Reduced 42.58%
|