Purchases and Sales Made in Q3 2023 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-300- 2.67% |
$6.48K - $7.7K
|
10.9K
$269K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-332- 0.74% |
$7.17K - $8.52K
|
44.7K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-349- 3.17% |
$7.54K - $8.96K
|
10.7K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-357- 1.23% |
$7.71K - $9.16K
|
28.7K
$708K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-476- 1.52% |
$10.3K - $12.2K
|
30.9K
$760K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-500- 3.13% |
$10.8K - $12.8K
|
15.5K
$380K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-568- 3.8% |
$12.3K - $14.6K
|
14.4K
$354K
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-573- 0.8% |
$12.4K - $14.7K
|
71K
$1.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-585- 1.05% |
$12.6K - $15K
|
55K
$1.35M
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-592- 1.07% |
$12.8K - $15.2K
|
54.7K
$1.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-643- 1.28% |
$13.9K - $16.5K
|
49.4K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-737- 1.01% |
$15.9K - $18.9K
|
72.2K
$1.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-831- 2.33% |
$18K - $21.3K
|
34.8K
$858K
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-865- 0.51% |
$18.7K - $22.2K
|
169K
$4.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-879- 0.23% |
$19K - $22.6K
|
386K
$9.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-963- 6.2% |
$20.8K - $24.7K
|
14.6K
$359K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 2.26% |
$22.2K - $26.4K
|
44.5K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.11K- 3.88% |
$23.9K - $28.4K
|
27.4K
$675K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.15K- 0.7% |
$24.9K - $29.6K
|
164K
$4.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.3K- 4.99% |
$28K - $33.2K
|
24.7K
$608K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-1.32K- 5.26% |
$28.6K - $33.9K
|
23.8K
$586K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.37K- 1.1% |
$29.5K - $35K
|
122K
$3.01M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.45K- 7.01% |
$31.4K - $37.3K
|
19.3K
$475K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.62K- 6.13% |
$35.1K - $41.6K
|
24.9K
$612K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.12K- 5.94% |
$45.9K - $54.5K
|
33.6K
$827K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.8K- 14.65% |
$60.5K - $71.8K
|
16.3K
$402K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.26K- 15.73% |
$70.4K - $83.7K
|
17.5K
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.66K- 2.63% |
$79.2K - $94K
|
135K
$3.34M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.7K- 20.43% |
$79.9K - $94.9K
|
14.4K
$355K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.85K- 2.74% |
$105K - $124K
|
172K
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.99K- 9.7% |
$108K - $128K
|
46.5K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.05K- 2.34% |
$109K - $129K
|
210K
$5.17M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.05K- 21.93% |
$109K - $130K
|
18K
$442K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.08K- 37.19% |
$110K - $130K
|
8.59K
$211K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.45K- 4.32% |
$118K - $140K
|
121K
$2.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-6.22K- 1.99% |
$134K - $160K
|
306K
$7.55M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.74K- 17.95% |
$146K - $173K
|
30.8K
$758K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-8.05K- 82.41% |
$174K - $207K
|
1.72K
$42.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.72K- 3.25% |
$188K - $224K
|
260K
$6.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-9.91K- 51.13% |
$214K - $254K
|
9.47K
$233K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-15.5K- 27.42% |
$335K - $398K
|
41K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.8K- 4.21% |
$342K - $407K
|
360K
$8.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.1K- 25.45% |
$370K - $440K
|
50.2K
$1.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20.7K- 22.9% |
$448K - $532K
|
69.8K
$1.72M
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-21.9K- 10.5% |
$473K - $562K
|
186K
$4.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.3K- 12.96% |
$482K - $572K
|
150K
$3.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-22.7K- 29.64% |
$491K - $583K
|
53.9K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-23.6K- 95.62% |
$511K - $607K
|
1.08K
$26.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.6K- 1.51% |
$575K - $682K
|
1.74M
$42.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.3K- 4.87% |
$633K - $752K
|
572K
$14.1M
|