Purchases and Sales Made in Q1 2024 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q1 2024. 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 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.31K- 1.43% |
$94.8K - $112K
|
297K
$7.8M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4.74K- 41.25% |
$104K - $122K
|
6.74K
$177K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.38K- 16.19% |
$140K - $165K
|
33.1K
$870K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.8K- 11.37% |
$149K - $176K
|
53K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10K- 7.74% |
$221K - $260K
|
120K
$3.15M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-11.3K- 48.69% |
$247K - $291K
|
11.9K
$312K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-13.4K- 14.02% |
$294K - $346K
|
82.1K
$2.16M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.3K- 6.98% |
$314K - $370K
|
191K
$5.01M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-16.7K- 13.04% |
$366K - $431K
|
111K
$2.93M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-19.4K- 19.38% |
$426K - $502K
|
80.7K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.6K- 9.5% |
$431K - $507K
|
187K
$4.91M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-24.4K- 31.18% |
$535K - $630K
|
53.8K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-28.6K- 44.0% |
$629K - $740K
|
36.4K
$959K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-31.4K- 22.25% |
$691K - $813K
|
110K
$2.89M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-33K- 25.47% |
$725K - $854K
|
96.6K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-33.6K- 5.64% |
$738K - $870K
|
563K
$14.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-42.2K- 4.33% |
$926K - $1.09M
|
931K
$24.5M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-47.6K- 21.83% |
$1.05M - $1.23M
|
170K
$4.48M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-66.1K- 18.36% |
$1.45M - $1.71M
|
294K
$7.73M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-67.2K- 23.14% |
$1.48M - $1.74M
|
223K
$5.87M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.8K- 27.1% |
$1.56M - $1.83M
|
191K
$5.01M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.8K- 27.1% |
$1.56M - $1.83M
|
191K
$5.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-76.6K- 60.03% |
$1.68M - $1.98M
|
51K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-80.9K- 57.39% |
$1.78M - $2.09M
|
60K
$1.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-86K- 6.6% |
$1.89M - $2.22M
|
1.22M
$32M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-105K- 57.63% |
$2.3M - $2.71M
|
77.1K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-111K- 27.29% |
$2.44M - $2.88M
|
296K
$7.79M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-114K- 14.0% |
$2.51M - $2.96M
|
702K
$18.5M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-210K- 54.42% |
$4.61M - $5.42M
|
176K
$4.62M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-308K- 78.82% |
$6.76M - $7.96M
|
82.7K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-783K- 73.44% |
$17.2M - $20.3M
|
283K
$7.45M
|