Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q2 2025. 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 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
103KNew |
$2.14M - $2.64M
|
103K
$2.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
33.5K+ 145.94% |
$698K - $863K
|
56.5K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
26.9KNew |
$560K - $693K
|
26.9K
$635K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
16.5KNew |
$343K - $424K
|
16.5K
$388K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.5K+ 10.6% |
$281K - $347K
|
141K
$3.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8.77KNew |
$183K - $226K
|
8.77K
$207K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
8.7KNew |
$181K - $224K
|
8.7K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
8.6KNew |
$179K - $222K
|
8.6K
$203K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.8K+ 21935.48% |
$142K - $175K
|
6.83K
$161K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.42K+ 17.37% |
$71.3K - $88.2K
|
23.1K
$546K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.89K+ 2.76% |
$60.3K - $74.5K
|
108K
$2.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.54K+ 8.1% |
$32K - $39.6K
|
20.5K
$485K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.49K+ 2.34% |
$31K - $38.3K
|
64.9K
$1.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
1.26K+ 2.36% |
$26.2K - $32.4K
|
54.5K
$1.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
779+ 4.25% |
$16.2K - $20.1K
|
19.1K
$451K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
693+ 2.62% |
$14.4K - $17.8K
|
27.1K
$640K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
525New |
$10.9K - $13.5K
|
525
$12.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
420+ 1.82% |
$8.75K - $10.8K
|
23.4K
$553K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
264+ 0.55% |
$5.5K - $6.8K
|
48.4K
$1.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
208+ 0.67% |
$4.33K - $5.36K
|
31.1K
$733K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
96+ 0.24% |
$2K - $2.47K
|
40.8K
$962K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
39+ 0.44% |
$812 - $1K
|
8.93K
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
25+ 250.0% |
$521 - $644
|
35
$826
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-125- 1.31% |
$2.6K - $3.22K
|
9.45K
$223K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-133- 18.0% |
$2.77K - $3.42K
|
606
$14.3K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-185- 1.46% |
$3.85K - $4.76K
|
12.5K
$296K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-520- 4.46% |
$10.8K - $13.4K
|
11.1K
$263K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-622- 3.52% |
$13K - $16K
|
17K
$402K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-741- 5.04% |
$15.4K - $19.1K
|
14K
$330K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-969- 6.13% |
$20.2K - $25K
|
14.8K
$350K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-986- 3.29% |
$20.5K - $25.4K
|
29K
$684K
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-1.07K- 8.26% |
$22.4K - $27.6K
|
11.9K
$281K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.16K- 6.17% |
$24.1K - $29.7K
|
17.6K
$415K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.69K- 37.47% |
$35.2K - $43.5K
|
2.82K
$66.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.82K- 97.91% |
$38K - $47K
|
39
$920
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.22K- 42.77% |
$46.3K - $57.2K
|
2.97K
$70.1K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.25K- 7.63% |
$46.9K - $57.9K
|
27.2K
$642K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.26K- 98.61% |
$47.2K - $58.3K
|
32
$755
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-7.95K- 24.43% |
$166K - $205K
|
24.6K
$581K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.91K- 31.88% |
$206K - $255K
|
21.2K
$500K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-49.2K- 22.86% |
$1.02M - $1.27M
|
166K
$3.92M
|