Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-46- 0.3% |
$1.02K - $1.16K
|
15.1K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-48- 45.71% |
$1.07K - $1.21K
|
57
$1.53K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-54- 50.0% |
$1.2K - $1.37K
|
54
$1.45K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-117- 0.38% |
$2.61K - $2.96K
|
30.7K
$826K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-131- 1.48% |
$2.92K - $3.31K
|
8.74K
$235K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-134- 0.08% |
$2.98K - $3.39K
|
169K
$4.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-137- 0.25% |
$3.05K - $3.47K
|
55.6K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-222- 20.52% |
$4.94K - $5.62K
|
860
$23.1K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-248- 51.03% |
$5.52K - $6.27K
|
238
$6.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-270- 4.34% |
$6.01K - $6.83K
|
5.96K
$160K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-305- 2.21% |
$6.79K - $7.72K
|
13.5K
$364K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-338- 0.61% |
$7.53K - $8.55K
|
54.7K
$1.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-367- 2.7% |
$8.17K - $9.29K
|
13.2K
$356K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-488- 16.51% |
$10.9K - $12.3K
|
2.47K
$66.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-639- 14.95% |
$14.2K - $16.2K
|
3.63K
$97.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-729- 1.64% |
$16.2K - $18.4K
|
43.7K
$1.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-757- 3.07% |
$16.9K - $19.2K
|
23.9K
$644K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-800- 2.84% |
$17.8K - $20.2K
|
27.4K
$737K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-954- 3.48% |
$21.2K - $24.1K
|
26.5K
$712K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-989- 37.78% |
$22K - $25K
|
1.63K
$43.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1K- 1.41% |
$22.4K - $25.4K
|
70.4K
$1.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.08K- 63.0% |
$24.1K - $27.4K
|
636
$17.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.09K- 8.72% |
$24.2K - $27.5K
|
11.4K
$307K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.27K- 89.33% |
$28.3K - $32.2K
|
152
$4.09K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.31K- 7.48% |
$29.1K - $33K
|
16.2K
$435K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.47K- 5.98% |
$32.8K - $37.2K
|
23.1K
$622K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.5K- 9.71% |
$33.4K - $38K
|
14K
$375K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-2.05K- 4.14% |
$45.5K - $51.7K
|
47.3K
$1.27M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.08K- 7.23% |
$46.3K - $52.5K
|
26.7K
$718K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.24K- 15.53% |
$49.8K - $56.6K
|
12.2K
$327K
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-2.24K- 1.73% |
$50K - $56.7K
|
128K
$3.43M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.57K- 14.3% |
$57.3K - $65K
|
15.4K
$414K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.81K- 8.05% |
$62.5K - $71K
|
32K
$862K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.93K- 8.71% |
$65.2K - $74.1K
|
30.7K
$826K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.04K- 2.48% |
$67.6K - $76.8K
|
119K
$3.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.28K- 1.08% |
$73K - $82.9K
|
301K
$8.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.58K- 0.91% |
$79.8K - $90.7K
|
390K
$10.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.87K- 29.88% |
$109K - $123K
|
11.4K
$308K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5.69K- 29.52% |
$127K - $144K
|
13.6K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.29K- 3.17% |
$140K - $159K
|
192K
$5.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.44K- 3.73% |
$143K - $163K
|
166K
$4.47M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-6.48K- 4.82% |
$144K - $164K
|
128K
$3.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.06K- 15.18% |
$157K - $179K
|
39.4K
$1.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-7.27K- 3.58% |
$162K - $184K
|
196K
$5.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.24K- 22.53% |
$206K - $234K
|
31.8K
$855K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-9.24K- 89.8% |
$206K - $234K
|
1.05K
$28.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-10.6K- 23.69% |
$236K - $268K
|
34.1K
$918K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-11.4K- 5.44% |
$255K - $289K
|
199K
$5.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.6K- 10.36% |
$258K - $293K
|
100K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11.6K- 15.17% |
$259K - $294K
|
65.1K
$1.75M
|