Purchases and Sales Made in Q4 2021 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.11KNew |
$45K - $50.7K
|
3.11K
$81.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.89K+ 3.92% |
$41.9K - $47.1K
|
76.6K
$2.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
2.18K+ 9.65% |
$31.6K - $35.6K
|
24.8K
$652K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.88K+ 6.16% |
$27.3K - $30.7K
|
32.4K
$854K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.78K+ 3.65% |
$25.8K - $29K
|
50.5K
$1.33M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.12K+ 0.99% |
$16.3K - $18.3K
|
114K
$3.01M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.03KNew |
$15K - $16.9K
|
1.03K
$27.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 1.3% |
$14.9K - $16.8K
|
80.6K
$2.12M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
987+ 19.64% |
$14.3K - $16.1K
|
6.01K
$158K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
746+ 6.41% |
$10.8K - $12.2K
|
12.4K
$326K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
647+ 60.02% |
$9.38K - $10.6K
|
1.73K
$45.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
629+ 5.56% |
$9.11K - $10.3K
|
11.9K
$314K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
515New |
$7.46K - $8.4K
|
515
$13.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
500+ 9.36% |
$7.25K - $8.16K
|
5.84K
$154K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
407New |
$5.9K - $6.64K
|
407
$10.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
346+ 0.63% |
$5.01K - $5.65K
|
55.6K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
300New |
$4.35K - $4.9K
|
300
$7.89K
|
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
BUY
|
- |
294+ 0.62% |
$4.26K - $4.8K
|
47.6K
$1.25M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
290New |
$4.2K - $4.73K
|
290
$7.63K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
241New |
$3.49K - $3.93K
|
241
$6.34K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
237New |
$3.43K - $3.87K
|
237
$6.24K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
219New |
$3.17K - $3.57K
|
219
$5.76K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
207+ 32.65% |
$3K - $3.38K
|
841
$22.1K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
182New |
$2.64K - $2.97K
|
182
$4.79K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
166New |
$2.41K - $2.71K
|
166
$4.37K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
114+ 0.57% |
$1.65K - $1.86K
|
20.1K
$528K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
110+ 0.94% |
$1.59K - $1.8K
|
11.9K
$312K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
75New |
$1.09K - $1.22K
|
75
$1.97K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
61+ 0.54% |
$884 - $996
|
11.3K
$296K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
12+ 0.94% |
$174 - $196
|
1.29K
$33.9K
|
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
11+ 0.01% |
$159 - $180
|
105K
$2.77M
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.87% |
$72.5 - $81.6
|
578
$15.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.98% |
$43.5 - $49
|
308
$8.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.09% |
$14.5 - $16.3
|
1.08K
$28.3K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 1.35% |
$14.5 - $16.3
|
75
$1.97K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-4- 0.01% |
$58 - $65.3
|
39.4K
$1.04M
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-7- 28.0% |
$101 - $114
|
18
$474
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-38- 0.03% |
$551 - $620
|
111K
$2.92M
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-142- 0.39% |
$2.06K - $2.32K
|
36.3K
$956K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-253Closed |
$3.67K - $4.13K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-261- 0.99% |
$3.78K - $4.26K
|
26K
$683K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-300Closed |
$4.35K - $4.9K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-397- 10.58% |
$5.75K - $6.48K
|
3.35K
$88.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-400- 43.86% |
$5.8K - $6.53K
|
512
$13.5K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-421- 3.14% |
$6.1K - $6.87K
|
13K
$342K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-432Closed |
$6.26K - $7.05K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-468- 1.44% |
$6.78K - $7.64K
|
31.9K
$841K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-493Closed |
$7.14K - $8.05K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-500Closed |
$7.25K - $8.16K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-676Closed |
$9.8K - $11K
|
0
$0
|