Purchases and Sales Made in Q3 2022 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
352+ 2.58% |
$6.45K - $8.15K
|
14K
$377K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
230+ 1.9% |
$4.21K - $5.32K
|
12.3K
$332K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
191New |
$3.5K - $4.42K
|
191
$5.14K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
171New |
$3.13K - $3.96K
|
171
$4.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
130+ 1.09% |
$2.38K - $3.01K
|
12.1K
$325K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
65New |
$1.19K - $1.5K
|
65
$1.75K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
9+ 2.2% |
$165 - $208
|
419
$11.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 1.19% |
$128 - $162
|
596
$16K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.96% |
$55 - $69.4
|
317
$8.53K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.87% |
$36.6 - $46.3
|
231
$6.22K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-86- 7.99% |
$1.58K - $1.99K
|
991
$26.7K
|
|
|
Oct 03, 2022
Q3 2022
|
Lynch & Associates
|
SELL
|
- |
-95- 0.18% |
$1.74K - $2.2K
|
52.2K
$1.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-103- 6.13% |
$1.89K - $2.38K
|
1.58K
$42.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-116- 47.15% |
$2.13K - $2.69K
|
130
$3.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-173- 0.93% |
$3.17K - $4K
|
18.4K
$496K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-216- 1.95% |
$3.96K - $5K
|
10.9K
$292K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-284- 1.52% |
$5.2K - $6.57K
|
18.4K
$495K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-340- 0.25% |
$6.23K - $7.87K
|
135K
$3.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-371- 10.01% |
$6.8K - $8.59K
|
3.34K
$89.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-461- 12.36% |
$8.45K - $10.7K
|
3.27K
$88K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-487- 1.52% |
$8.92K - $11.3K
|
31.5K
$847K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-533- 3.84% |
$9.76K - $12.3K
|
13.3K
$359K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-548- 1.49% |
$10K - $12.7K
|
36.2K
$973K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-572- 1.88% |
$10.5K - $13.2K
|
29.9K
$805K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-780- 1.22% |
$14.3K - $18.1K
|
63.4K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.02K- 2.85% |
$18.7K - $23.7K
|
34.9K
$938K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.06K- 4.82% |
$19.4K - $24.5K
|
20.9K
$562K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.06K- 6.85% |
$19.4K - $24.5K
|
14.4K
$387K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.16K- 0.66% |
$21.2K - $26.8K
|
174K
$4.68M
|
|
|
Nov 02, 2022
Q3 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.32K- 6.17% |
$24.2K - $30.6K
|
20.1K
$542K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.63K- 8.2% |
$29.9K - $37.8K
|
18.3K
$492K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.2K- 18.25% |
$40.3K - $50.9K
|
9.84K
$265K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.43K- 84.68% |
$44.6K - $56.3K
|
440
$11.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.5K- 31.54% |
$45.8K - $57.9K
|
5.43K
$146K
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.5K- 2.67% |
$45.8K - $57.9K
|
91.2K
$2.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.55K- 15.94% |
$46.7K - $59K
|
13.4K
$362K
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-4.04K- 21.54% |
$74K - $93.5K
|
14.7K
$396K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.11K- 10.12% |
$75.2K - $95K
|
36.5K
$981K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.97K- 74.57% |
$91.1K - $115K
|
1.7K
$45.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5.3K- 29.8% |
$97.1K - $123K
|
12.5K
$336K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.41K- 2.15% |
$99.1K - $125K
|
247K
$6.63M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.53K- 7.4% |
$101K - $128K
|
69.2K
$1.86M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-7.23K- 91.41% |
$132K - $167K
|
680
$18.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.27K- 35.64% |
$133K - $168K
|
13.1K
$353K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-7.99K- 97.06% |
$146K - $185K
|
242
$6.51K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.19K- 22.67% |
$150K - $190K
|
27.9K
$751K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.33K- 97.91% |
$153K - $193K
|
178
$4.79K
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-9.61K- 24.05% |
$176K - $222K
|
30.3K
$816K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.2K- 13.41% |
$187K - $236K
|
65.8K
$1.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-10.7K- 4.56% |
$196K - $248K
|
224K
$6.04M
|