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 |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,619
shares
|
$36,573
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
1,501
shares
|
$33,907
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,501
shares
|
$33,907
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,426
shares
|
$32,213
0.0% of portfolio
|
Q4 2024
Added 3140.91%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,358
shares
|
$30,677
0.0% of portfolio
|
Q1 2025
Added 1134.55%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,300
shares
|
$29,367
0.0% of portfolio
|
Q4 2024
Added 160.0%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,263
shares
|
$28,531
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,244
shares
|
$28,101
0.0% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,212
shares
|
$27,379
0.01% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
1,200
shares
|
$27,108
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,161
shares
|
$26,226
0.0% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,133
shares
|
$25,594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,113
shares
|
$25,142
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
949
shares
|
$21,437
0.01% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
913
shares
|
$20,624
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
815
shares
|
$18,410
0.0% of portfolio
|
Q1 2025
Added 70.15%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
805
shares
|
$18,184
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
798
shares
|
$18,026
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
739
shares
|
$16,694
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
710
shares
|
$16,038
0.0% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
701
shares
|
$15,835
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
670
shares
|
$15,135
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
645
shares
|
$14,570
0.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
593
shares
|
$13,395
0.01% of portfolio
|
Q1 2024
Reduced 19.65%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
500
shares
|
$11,295
0.01% of portfolio
|
Q1 2025
Reduced 4.94%
|