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 $378 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
8,894
shares
|
$209,720
0.03% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
8,771
shares
|
$206,820
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
8,590
shares
|
$202,552
0.01% of portfolio
|
Q1 2025
Reduced 48.85%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
8,504
shares
|
$200,524
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
8,325
shares
|
$196,303
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
8,167
shares
|
$192,577
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,144
shares
|
$192,035
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
7,846
shares
|
$185,008
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,831
shares
|
$161,074
0.0% of portfolio
|
Q2 2025
Added 21935.48%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
6,291
shares
|
$148,341
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
5,715
shares
|
$134,759
0.0% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,397
shares
|
$127,261
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
4,835
shares
|
$114,009
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
4,536
shares
|
$106,958
0.01% of portfolio
|
Q3 2024
Added 791.16%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,513
shares
|
$106,416
0.0% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,958
shares
|
$93,329
0.0% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
3,756
shares
|
$88,566
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
3,573
shares
|
$84,251
0.02% of portfolio
|
Q2 2024
Reduced 8.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
3,565
shares
|
$84,062
0.0% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,466
shares
|
$81,728
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,972
shares
|
$70,079
0.01% of portfolio
|
Q2 2025
Reduced 42.77%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
2,930
shares
|
$69,089
0.06% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,099
shares
|
$49,494
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,821
shares
|
$42,939
0.0% of portfolio
|
Q1 2025
Added 82.1%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,619
shares
|
$38,176
0.03% of portfolio
|
Q3 2024
New holding
|