Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q1 2023. 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 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
546K+ 229.56% |
$11.3M - $13.8M
|
784K
$20.7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
256K+ 85.81% |
$5.3M - $6.48M
|
555K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
208K+ 1210.51% |
$4.31M - $5.27M
|
225K
$5.95M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
169KNew |
$3.49M - $4.27M
|
169K
$4.45M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
114KNew |
$2.35M - $2.87M
|
114K
$3M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
89.6K+ 6.43% |
$1.85M - $2.27M
|
1.48M
$39.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
81KNew |
$1.67M - $2.05M
|
81K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80.1K+ 41.32% |
$1.65M - $2.03M
|
274K
$7.23M
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
70.3KNew |
$1.45M - $1.78M
|
70.3K
$1.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
68.5K+ 72.3% |
$1.42M - $1.73M
|
163K
$4.31M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.4K+ 4.34% |
$1.33M - $1.63M
|
1.55M
$40.9M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
64.3K+ 51.6% |
$1.33M - $1.63M
|
189K
$4.99M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
62.7KNew |
$1.3M - $1.59M
|
62.7K
$1.66M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
50.4K+ 228945.45% |
$1.04M - $1.27M
|
50.4K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46.1K+ 46.13% |
$953K - $1.17M
|
146K
$3.86M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
44K+ 66.06% |
$909K - $1.11M
|
111K
$2.92M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.8K+ 13.26% |
$720K - $881K
|
297K
$7.85M
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
34.1K+ 50.6% |
$705K - $863K
|
102K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.8K+ 29.62% |
$554K - $678K
|
117K
$3.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
25.9K+ 14.13% |
$535K - $655K
|
209K
$5.52M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22.6K+ 2034.2% |
$467K - $572K
|
23.7K
$626K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22K+ 11.0% |
$455K - $556K
|
222K
$5.86M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.2K+ 73.25% |
$418K - $512K
|
47.9K
$1.26M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.2K+ 73.25% |
$418K - $512K
|
47.9K
$1.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
19.2K+ 25.81% |
$397K - $486K
|
93.7K
$2.47M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.7KNew |
$367K - $449K
|
17.7K
$468K
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
16.7K+ 8.64% |
$345K - $423K
|
210K
$5.54M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
15.6KNew |
$322K - $394K
|
15.6K
$411K
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
13KNew |
$269K - $329K
|
13K
$343K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
12.7K+ 95.84% |
$262K - $320K
|
25.9K
$683K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.5KNew |
$238K - $291K
|
11.5K
$304K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.5KNew |
$217K - $266K
|
10.5K
$277K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.1K+ 8.58% |
$208K - $255K
|
128K
$3.37M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.22K+ 9.58% |
$191K - $233K
|
105K
$2.78M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.92K+ 25.57% |
$164K - $200K
|
38.9K
$1.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.75K+ 26.03% |
$160K - $196K
|
37.5K
$990K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.29KNew |
$151K - $184K
|
7.29K
$192K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.86K+ 75.08% |
$142K - $173K
|
16K
$422K
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
6.53K+ 4.95% |
$135K - $165K
|
138K
$3.65M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
4.96KNew |
$102K - $125K
|
4.96K
$131K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.58K+ 6.01% |
$94.6K - $116K
|
80.8K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.28K+ 0.5% |
$88.4K - $108K
|
852K
$22.5M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.81K+ 9.11% |
$78.7K - $96.4K
|
45.6K
$1.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.78K+ 13.44% |
$78.2K - $95.7K
|
31.9K
$842K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.37KNew |
$69.7K - $85.4K
|
3.37K
$89.1K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.26KNew |
$67.4K - $82.5K
|
3.26K
$86K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.92K+ 2.47% |
$60.3K - $73.7K
|
121K
$3.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.86K+ 15.73% |
$59.2K - $72.4K
|
21.1K
$556K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.03K+ 20.34% |
$42K - $51.4K
|
12K
$317K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.98K+ 1.55% |
$40.9K - $50K
|
129K
$3.41M
|