Purchases and Sales Made in Q1 2022 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q1 2022. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI ENE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
675K+ 56.89% |
$10.6M - $14.6M
|
1.86M
$50.1M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
355K+ 62.18% |
$5.57M - $7.69M
|
927K
$24.9M
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
350KNew |
$5.48M - $7.56M
|
350K
$9.41M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
291K+ 30.54% |
$4.56M - $6.3M
|
1.24M
$33.5M
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
254KNew |
$3.98M - $5.49M
|
254K
$6.83M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
249K+ 1627.48% |
$3.9M - $5.38M
|
264K
$7.11M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
196K+ 26.81% |
$3.08M - $4.25M
|
929K
$25M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
157K+ 15.41% |
$2.46M - $3.39M
|
1.17M
$31.6M
|
|
May 11, 2022
Q1 2022
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
153KNew |
$2.4M - $3.31M
|
153K
$4.12M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
147K+ 94.41% |
$2.31M - $3.19M
|
304K
$8.17M
|
|
May 11, 2022
Q1 2022
|
Q3 Asset Management
|
BUY
|
- |
143KNew |
$2.24M - $3.1M
|
143K
$3.85M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
142KNew |
$2.23M - $3.08M
|
142K
$3.83M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
122K+ 51.15% |
$1.92M - $2.65M
|
362K
$9.73M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
122K+ 293.58% |
$1.91M - $2.63M
|
163K
$4.39M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
120K+ 135.78% |
$1.89M - $2.6M
|
209K
$5.62M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
111KNew |
$1.74M - $2.4M
|
111K
$2.99M
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
109KNew |
$1.71M - $2.36M
|
109K
$2.94M
|
|
Apr 29, 2022
Q1 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
102KNew |
$1.59M - $2.2M
|
102K
$2.73M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
93.9K+ 18.48% |
$1.47M - $2.03M
|
602K
$16.2M
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
93.7KNew |
$1.47M - $2.03M
|
93.7K
$2.52M
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
72.6KNew |
$1.14M - $1.57M
|
72.6K
$1.95M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
62K+ 147.98% |
$972K - $1.34M
|
104K
$2.8M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
61.5K+ 463.92% |
$964K - $1.33M
|
74.8K
$2.01M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
50.2K+ 83.99% |
$786K - $1.08M
|
110K
$2.96M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
43KNew |
$674K - $931K
|
43K
$1.16M
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
42.6K+ 38.41% |
$668K - $922K
|
154K
$4.13M
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
42.4K+ 3297.28% |
$665K - $918K
|
43.7K
$1.18M
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
35.6KNew |
$558K - $771K
|
35.6K
$959K
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
32.9K+ 25.7% |
$516K - $713K
|
161K
$4.34M
|
|
Apr 27, 2022
Q1 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
31.9KNew |
$500K - $690K
|
31.9K
$858K
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
31.3KNew |
$490K - $677K
|
31.3K
$842K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
29.9KNew |
$469K - $647K
|
29.9K
$805K
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
24KNew |
$376K - $519K
|
24K
$646K
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.7K+ 183.32% |
$372K - $513K
|
36.7K
$986K
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
22.7KNew |
$355K - $491K
|
22.7K
$610K
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.6KNew |
$338K - $466K
|
21.6K
$580K
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
19.7K+ 2.87% |
$309K - $427K
|
708K
$19M
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
19.6KNew |
$307K - $423K
|
19.6K
$526K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
19.2KNew |
$302K - $416K
|
19.2K
$518K
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
17.5KNew |
$274K - $378K
|
17.5K
$471K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
16.6K+ 18.39% |
$260K - $359K
|
107K
$2.88M
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
BUY
|
- |
15.9KNew |
$249K - $343K
|
15.9K
$427K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.6K+ 1.56% |
$244K - $337K
|
1.02M
$27.3M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15KNew |
$234K - $324K
|
15K
$403K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.6K+ 6.0% |
$214K - $295K
|
241K
$6.48M
|
|
May 10, 2022
Q1 2022
|
Miramar Capital, LLC
|
BUY
|
- |
12.7KNew |
$199K - $275K
|
12.7K
$342K
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
12.1KNew |
$189K - $261K
|
12.1K
$325K
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12KNew |
$188K - $259K
|
12K
$323K
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
11.5KNew |
$181K - $249K
|
11.5K
$310K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.2KNew |
$175K - $242K
|
11.2K
$301K
|