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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.1K- 6.46% |
$533K - $595K
|
334K
$8.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32.8K- 63.96% |
$758K - $846K
|
18.5K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34.8K- 21.08% |
$803K - $895K
|
130K
$3.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-38K- 60.09% |
$877K - $978K
|
25.2K
$666K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-38.9K- 4.93% |
$897K - $1M
|
749K
$19.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-41K- 58.28% |
$946K - $1.06M
|
29.3K
$774K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-43.8K- 6.6% |
$1.01M - $1.13M
|
619K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-50.7K- 24.37% |
$1.17M - $1.3M
|
157K
$4.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-64.1K- 3.8% |
$1.48M - $1.65M
|
1.62M
$42.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-74.8K- 80.48% |
$1.73M - $1.93M
|
18.1K
$479K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-111K- 90.05% |
$2.57M - $2.87M
|
12.3K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-120K- 42.66% |
$2.77M - $3.09M
|
161K
$4.26M
|