Purchases and Sales Made in Q3 2024 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.19K+ 19.17% |
$27.4K - $30.6K
|
7.38K
$195K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.13KNew |
$26.2K - $29.2K
|
1.13K
$29.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.1K+ 10.68% |
$25.4K - $28.3K
|
11.4K
$301K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
1.09K+ 21.0% |
$25.1K - $28K
|
6.26K
$165K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
958+ 10.78% |
$22.1K - $24.7K
|
9.85K
$260K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
941+ 5.5% |
$21.7K - $24.2K
|
18.1K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
914+ 8.06% |
$21.1K - $23.5K
|
12.3K
$324K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
846+ 7.12% |
$19.5K - $21.8K
|
12.7K
$336K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
701New |
$16.2K - $18.1K
|
701
$18.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
661+ 1.16% |
$15.3K - $17K
|
57.7K
$1.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
560+ 221.34% |
$12.9K - $14.4K
|
813
$21.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
463+ 2.42% |
$10.7K - $11.9K
|
19.6K
$517K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
403+ 0.83% |
$9.31K - $10.4K
|
48.8K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
395+ 6.91% |
$9.12K - $10.2K
|
6.11K
$161K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
387+ 1.37% |
$8.94K - $9.97K
|
28.6K
$755K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
369+ 1.92% |
$8.52K - $9.5K
|
19.6K
$517K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
351+ 153.28% |
$8.1K - $9.04K
|
580
$15.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
313+ 2.1% |
$7.23K - $8.06K
|
15.2K
$401K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
260+ 2.81% |
$6K - $6.7K
|
9.53K
$252K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
232+ 1.13% |
$5.36K - $5.97K
|
20.8K
$548K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
230+ 0.85% |
$5.31K - $5.92K
|
27.3K
$721K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
225New |
$5.2K - $5.79K
|
225
$5.94K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
204+ 6.07% |
$4.71K - $5.25K
|
3.57K
$94.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
200New |
$4.62K - $5.15K
|
200
$5.28K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
196+ 0.83% |
$4.53K - $5.05K
|
23.8K
$629K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
183+ 0.86% |
$4.23K - $4.71K
|
21.6K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
139+ 3.6% |
$3.21K - $3.58K
|
4K
$106K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
129+ 1.14% |
$2.98K - $3.32K
|
11.5K
$302K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
111+ 0.82% |
$2.56K - $2.86K
|
13.7K
$362K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
80+ 0.54% |
$1.85K - $2.06K
|
14.9K
$394K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
50New |
$1.15K - $1.29K
|
50
$1.32K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
38+ 0.11% |
$877 - $979
|
33.8K
$892K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
37+ 0.15% |
$854 - $953
|
24.6K
$649K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
27+ 0.05% |
$623 - $695
|
54.8K
$1.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
22+ 0.11% |
$508 - $567
|
20.4K
$540K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
15+ 0.66% |
$346 - $386
|
2.29K
$60.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
9+ 0.83% |
$208 - $232
|
1.09K
$28.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.79% |
$115 - $129
|
635
$16.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
4+ 0.01% |
$92.4 - $103
|
51.6K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 0.9% |
$92.4 - $103
|
447
$11.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.34% |
$92.4 - $103
|
1.19K
$31.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 1.16% |
$23.1 - $25.8
|
87
$2.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11- 3.48% |
$254 - $283
|
305
$8.05K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-11- 0.01% |
$254 - $283
|
116K
$3.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-20- 4.93% |
$462 - $515
|
386
$10.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-22- 23.91% |
$508 - $567
|
70
$1.85K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-23- 0.07% |
$531 - $592
|
34.7K
$916K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-27- 7.38% |
$623 - $695
|
339
$8.95K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-61- 0.45% |
$1.41K - $1.57K
|
13.6K
$360K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-72- 0.28% |
$1.66K - $1.85K
|
25.9K
$684K
|