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 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-127- 92.7% |
$2.93K - $3.27K
|
10
$263
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-138- 12.13% |
$3.19K - $3.55K
|
1K
$26.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-145- 0.95% |
$3.35K - $3.73K
|
15.2K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-161- 59.41% |
$3.72K - $4.15K
|
110
$2.89K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-183- 0.09% |
$4.23K - $4.71K
|
199K
$5.23M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-215- 36.07% |
$4.96K - $5.54K
|
381
$10K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-276- 0.92% |
$6.37K - $7.11K
|
29.7K
$782K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-285- 3.14% |
$6.58K - $7.34K
|
8.8K
$231K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-300- 1.01% |
$6.93K - $7.73K
|
29.4K
$772K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-420- 1.44% |
$9.7K - $10.8K
|
28.7K
$755K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-510- 57.76% |
$11.8K - $13.1K
|
373
$9.81K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-577- 6.87% |
$13.3K - $14.9K
|
7.82K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-655- 0.5% |
$15.1K - $16.9K
|
131K
$3.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-702- 3.94% |
$16.2K - $18.1K
|
17.1K
$451K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-734- 2.23% |
$16.9K - $18.9K
|
32.1K
$846K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-780- 39.41% |
$18K - $20.1K
|
1.2K
$31.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-860- 2.63% |
$19.9K - $22.1K
|
31.8K
$836K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-924- 2.02% |
$21.3K - $23.8K
|
44.8K
$1.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-937- 3.13% |
$21.6K - $24.1K
|
29K
$762K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-957- 0.56% |
$22.1K - $24.6K
|
169K
$4.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-992- 17.04% |
$22.9K - $25.5K
|
4.83K
$127K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.11K- 5.38% |
$25.6K - $28.6K
|
19.5K
$514K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.13K- 2.67% |
$26K - $29K
|
41.1K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.42K- 1.35% |
$32.7K - $36.5K
|
103K
$2.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.61K- 97.34% |
$37.1K - $41.4K
|
44
$1.16K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.86K- 4.21% |
$42.8K - $47.8K
|
42.2K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.17K- 12.48% |
$50.1K - $55.9K
|
15.2K
$400K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.18K- 3.99% |
$50.4K - $56.2K
|
52.5K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.2K- 1.01% |
$50.8K - $56.6K
|
215K
$5.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.34K- 12.39% |
$54K - $60.2K
|
16.5K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.44K- 1.78% |
$56.2K - $62.7K
|
134K
$3.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2.5K- 19.69% |
$57.7K - $64.4K
|
10.2K
$268K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.55K- 8.36% |
$58.9K - $65.7K
|
27.9K
$735K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.78K- 2.82% |
$64.1K - $71.5K
|
95.7K
$2.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.46K- 11.72% |
$80K - $89.2K
|
26.1K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.24K- 3.63% |
$98K - $109K
|
113K
$2.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-5.22K- 35.66% |
$121K - $134K
|
9.42K
$248K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-5.23K- 2.48% |
$121K - $135K
|
206K
$5.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.71K- 27.54% |
$132K - $147K
|
15K
$396K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.99K- 26.7% |
$138K - $154K
|
16.5K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-7.18K- 31.85% |
$166K - $185K
|
15.4K
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.52K- 9.4% |
$174K - $194K
|
72.5K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.2K- 16.17% |
$189K - $211K
|
42.5K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.1K- 39.65% |
$210K - $234K
|
13.9K
$365K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.6K- 14.65% |
$245K - $273K
|
61.8K
$1.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-11.2K- 39.35% |
$257K - $287K
|
17.2K
$452K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-14.1K- 5.53% |
$326K - $364K
|
242K
$6.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.8K- 3.0% |
$435K - $485K
|
610K
$16M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-19.1K- 55.54% |
$441K - $491K
|
15.3K
$402K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-22.7K- 60.79% |
$523K - $583K
|
14.6K
$385K
|