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 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-133- 1.28% |
$2.75K - $3.36K
|
10.3K
$270K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-155- 0.38% |
$3.2K - $3.92K
|
41.1K
$1.08M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-168- 24.71% |
$3.47K - $4.25K
|
512
$13.5K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-207- 0.66% |
$4.28K - $5.24K
|
31K
$815K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-250- 1.36% |
$5.17K - $6.33K
|
18.2K
$479K
|
|
|
Apr 28, 2023
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-500- 3.76% |
$10.3K - $12.7K
|
12.8K
$337K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-547- 1.78% |
$11.3K - $13.8K
|
30.3K
$796K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-567- 4.01% |
$11.7K - $14.3K
|
13.6K
$357K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-643- 1.4% |
$13.3K - $16.3K
|
45.4K
$1.19M
|
|
|
Apr 11, 2023
Q1 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-652- 0.58% |
$13.5K - $16.5K
|
111K
$2.93M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-675- 5.17% |
$14K - $17.1K
|
12.4K
$325K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-868- 1.8% |
$17.9K - $22K
|
47.5K
$1.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-923- 3.34% |
$19.1K - $23.4K
|
26.7K
$703K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.01K- 2.78% |
$21K - $25.7K
|
35.4K
$932K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.17K- 30.26% |
$24.1K - $29.6K
|
2.69K
$70.8K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.37K- 2.83% |
$28.3K - $34.6K
|
47K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 1.37% |
$31.2K - $38.2K
|
108K
$2.85M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.57K- 8.12% |
$32.4K - $39.7K
|
17.7K
$467K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.84K- 2.68% |
$38K - $46.5K
|
66.8K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.95K- 89.8% |
$40.4K - $49.4K
|
222
$5.84K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.16K- 12.28% |
$44.6K - $54.5K
|
15.4K
$405K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.19K- 22.42% |
$45.2K - $55.4K
|
7.57K
$199K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.29K- 9.52% |
$47.3K - $57.9K
|
21.8K
$572K
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-2.49K- 4.8% |
$51.4K - $62.9K
|
49.3K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.88K- 1.6% |
$59.4K - $72.7K
|
177K
$4.64M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.05K- 23.31% |
$63K - $77.2K
|
10K
$264K
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-3.11K- 7.76% |
$64.2K - $78.6K
|
36.9K
$971K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.59K- 2.7% |
$74.3K - $90.9K
|
129K
$3.4M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.14K- 22.49% |
$85.5K - $105K
|
14.3K
$375K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4.17K- 13.85% |
$86.2K - $106K
|
25.9K
$682K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4.62K- 4.65% |
$95.5K - $117K
|
94.7K
$2.49M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.66K- 2.48% |
$117K - $143K
|
222K
$5.85M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-5.77K- 24.62% |
$119K - $146K
|
17.7K
$465K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-5.8K- 19.17% |
$120K - $147K
|
24.5K
$644K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.25K- 19.1% |
$129K - $158K
|
26.5K
$696K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6.63K- 97.2% |
$137K - $168K
|
191
$5.03K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.55K- 29.85% |
$156K - $191K
|
17.7K
$467K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.92K- 20.36% |
$164K - $200K
|
31K
$815K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.98K- 2.7% |
$165K - $202K
|
287K
$7.56M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-9.84K- 3.74% |
$203K - $249K
|
253K
$6.67M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-10K- 12.99% |
$207K - $254K
|
67.1K
$1.77M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-10K- 27.27% |
$207K - $254K
|
26.7K
$704K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 12.17% |
$220K - $269K
|
76.8K
$2.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-11.9K- 55.36% |
$246K - $301K
|
9.6K
$252K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-14.1K- 25.41% |
$292K - $357K
|
41.5K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-15.9K- 23.67% |
$328K - $402K
|
51.2K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-17K- 22.71% |
$351K - $430K
|
57.8K
$1.52M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-19.5K- 9.56% |
$403K - $493K
|
184K
$4.85M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.3K- 1.09% |
$441K - $539K
|
1.93M
$50.7M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30K- 18.39% |
$620K - $758K
|
133K
$3.5M
|