Purchases and Sales Made in Q2 2022 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
4+ 1.29% |
$76.4 - $101
|
314
$8.45K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.19% |
$38.2 - $50.4
|
1.08K
$29K
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2+ 0.79% |
$38.2 - $50.4
|
254
$6.84K
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.88% |
$38.2 - $50.4
|
229
$6.16K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
1+ 1.33% |
$19.1 - $25.2
|
76
$2.05K
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-11Closed |
$210 - $277
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-71Closed |
$1.36K - $1.79K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-74Closed |
$1.41K - $1.87K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-155Closed |
$2.96K - $3.91K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-167Closed |
$3.19K - $4.21K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-182- 9.77% |
$3.48K - $4.59K
|
1.68K
$45.2K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-188- 0.58% |
$3.59K - $4.74K
|
32.2K
$867K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-237Closed |
$4.53K - $5.98K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-348Closed |
$6.65K - $8.78K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-390- 3.4% |
$7.45K - $9.84K
|
11.1K
$298K
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-426- 1.05% |
$8.14K - $10.7K
|
40K
$1.08M
|
|
Aug 15, 2022
Q2 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-688- 3.57% |
$13.1K - $17.4K
|
18.6K
$500K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-720- 20.04% |
$13.8K - $18.2K
|
2.87K
$77.3K
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-794- 0.95% |
$15.2K - $20K
|
83K
$2.23M
|
|
Jul 27, 2022
Q2 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.25K- 5.51% |
$23.9K - $31.5K
|
21.5K
$577K
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.5K- 4.34% |
$28.6K - $37.7K
|
32.9K
$886K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.82K- 1.03% |
$34.8K - $45.9K
|
175K
$4.71M
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.97K- 6.07% |
$37.6K - $49.7K
|
30.5K
$820K
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.48K- 1.52% |
$47.4K - $62.6K
|
161K
$4.32M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.53K- 12.92% |
$48.3K - $63.8K
|
17.1K
$459K
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.29K- 3.39% |
$62.9K - $83K
|
93.7K
$2.52M
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.64K- 4.39% |
$69.6K - $91.9K
|
79.3K
$2.13M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.99K- 17.6% |
$76.2K - $101K
|
18.7K
$503K
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-4.92K- 70.48% |
$94K - $124K
|
2.06K
$55.5K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5K- 8.76% |
$95.5K - $126K
|
52K
$1.4M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.6K- 3.25% |
$107K - $141K
|
167K
$4.49M
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.78K- 39.1% |
$130K - $171K
|
10.6K
$284K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.85K- 2.25% |
$131K - $173K
|
297K
$7.99M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.57K- 30.04% |
$164K - $216K
|
20K
$537K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.15K- 0.99% |
$175K - $231K
|
918K
$24.7M
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.19K- 20.29% |
$176K - $232K
|
36.1K
$972K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-9.98KClosed |
$191K - $252K
|
0
$0
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-10.5K- 6.81% |
$200K - $264K
|
143K
$3.85M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-10.5K- 46.53% |
$200K - $264K
|
12K
$324K
|
|
Jul 15, 2022
Q2 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-11.1KClosed |
$212K - $280K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-11.3K- 10.54% |
$215K - $284K
|
95.7K
$2.58M
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-11.3K- 13.05% |
$216K - $286K
|
75.5K
$2.03M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.8KClosed |
$225K - $297K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-12K- 24.82% |
$229K - $303K
|
36.4K
$979K
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-12.1KClosed |
$231K - $305K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-12.5KClosed |
$238K - $315K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-16.4K- 52.47% |
$314K - $414K
|
14.9K
$400K
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-16.6K- 4.58% |
$316K - $418K
|
345K
$9.29M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-19.2KClosed |
$368K - $485K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Hanseatic Management Services Inc
|
SELL
|
- |
-19.5K- 19.17% |
$372K - $491K
|
82K
$2.21M
|