Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q4 2022. 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 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
6.63K+ 3470.68% |
$139K - $171K
|
6.82K
$170K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.58K+ 44.09% |
$138K - $170K
|
21.5K
$535K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
5.85KNew |
$123K - $151K
|
5.85K
$145K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.63K+ 3.24% |
$118K - $145K
|
179K
$4.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.6K+ 33.79% |
$96.4K - $119K
|
18.2K
$453K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.57KNew |
$96K - $118K
|
4.57K
$114K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.54K+ 40.13% |
$95.3K - $117K
|
15.9K
$395K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.07K+ 19.93% |
$85.3K - $105K
|
24.5K
$609K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.94K+ 18.46% |
$82.7K - $102K
|
25.3K
$629K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.82K+ 4.57% |
$80.2K - $98.7K
|
87.4K
$2.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.69K+ 5.82% |
$77.4K - $95.3K
|
67.1K
$1.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.65K+ 1.63% |
$76.6K - $94.3K
|
228K
$5.67M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.64K+ 19.85% |
$76.4K - $94.1K
|
22K
$547K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
2.45K+ 4.95% |
$51.3K - $63.2K
|
51.8K
$1.29M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.41K+ 4.68% |
$50.6K - $62.3K
|
53.9K
$1.34M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.3K+ 21.4% |
$48.3K - $59.4K
|
13K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.06K+ 8.41% |
$43.3K - $53.3K
|
26.6K
$661K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.81KNew |
$37.9K - $46.6K
|
1.81K
$44.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.32K+ 10.68% |
$27.6K - $34K
|
13.6K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.17K+ 2.64% |
$24.4K - $30.1K
|
45.3K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1KNew |
$21K - $25.8K
|
1K
$24.9K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
959+ 17.67% |
$20.1K - $24.8K
|
6.39K
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
643New |
$13.5K - $16.6K
|
643
$16K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
628New |
$13.2K - $16.2K
|
628
$15.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
622+ 2.73% |
$13K - $16.1K
|
23.4K
$583K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
562+ 5.88% |
$11.8K - $14.5K
|
10.1K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
457+ 0.35% |
$9.59K - $11.8K
|
132K
$3.28M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
453New |
$9.5K - $11.7K
|
453
$11.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
437New |
$9.17K - $11.3K
|
437
$10.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
398+ 1.64% |
$8.35K - $10.3K
|
24.7K
$615K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
351+ 0.66% |
$7.36K - $9.07K
|
53.8K
$1.34M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
305New |
$6.4K - $7.88K
|
305
$7.59K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
293+ 0.81% |
$6.15K - $7.57K
|
36.4K
$907K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
202New |
$4.24K - $5.22K
|
202
$5.03K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
167New |
$3.5K - $4.31K
|
167
$4.15K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
167New |
$3.5K - $4.31K
|
167
$4.15K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
151+ 1.08% |
$3.17K - $3.9K
|
14.2K
$352K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
100+ 0.83% |
$2.1K - $2.58K
|
12.2K
$303K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
78New |
$1.64K - $2.01K
|
78
$1.94K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
60New |
$1.26K - $1.55K
|
60
$1.49K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
47+ 2.21% |
$986 - $1.21K
|
2.18K
$54.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
40+ 0.1% |
$839 - $1.03K
|
41.2K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32+ 0.01% |
$671 - $827
|
295K
$7.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24New |
$504 - $620
|
24
$597
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
22New |
$462 - $568
|
22
$547
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11+ 0.03% |
$231 - $284
|
31.5K
$784K
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
8+ 0.04% |
$168 - $207
|
18.4K
$459K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6+ 0.63% |
$126 - $155
|
959
$23.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.18% |
$126 - $155
|
3.28K
$81.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.84% |
$105 - $129
|
601
$15K
|