Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.74K+ 3.57% |
$40.3K - $46.9K
|
50.5K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.64KNew |
$38K - $44.2K
|
1.64K
$40.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.56K+ 1.82% |
$36.2K - $42.1K
|
87.3K
$2.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.38K+ 3140.91% |
$32K - $37.2K
|
1.43K
$35.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.3KNew |
$30.1K - $35K
|
1.3K
$32.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.26KNew |
$29.2K - $34K
|
1.26K
$31.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.16K+ 7.1% |
$26.8K - $31.2K
|
17.5K
$435K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 1.0% |
$26.7K - $31K
|
117K
$2.91M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.13KNew |
$26.2K - $30.4K
|
1.13K
$28.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.02K+ 1.58% |
$23.7K - $27.6K
|
65.8K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
844+ 4.02% |
$19.5K - $22.7K
|
21.8K
$543K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
800+ 160.0% |
$18.5K - $21.5K
|
1.3K
$32.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
798New |
$18.5K - $21.5K
|
798
$19.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
739New |
$17.1K - $19.9K
|
739
$18.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
659+ 5.75% |
$15.2K - $17.7K
|
12.1K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
626+ 4.1% |
$14.5K - $16.8K
|
15.9K
$396K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
532+ 1.02% |
$12.3K - $14.3K
|
52.4K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
488+ 1.7% |
$11.3K - $13.1K
|
29.2K
$726K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
484New |
$11.2K - $13K
|
484
$12K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
468+ 537.93% |
$10.8K - $12.6K
|
555
$13.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
366+ 0.88% |
$8.47K - $9.85K
|
42.2K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
365+ 2.13% |
$8.45K - $9.82K
|
17.5K
$435K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
342+ 52.29% |
$7.91K - $9.2K
|
996
$24.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
338+ 1.42% |
$7.82K - $9.1K
|
24.2K
$601K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
332New |
$7.68K - $8.93K
|
332
$8.26K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
326+ 163.0% |
$7.54K - $8.77K
|
526
$13.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
310New |
$7.17K - $8.34K
|
310
$7.71K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
262+ 1.45% |
$6.06K - $7.05K
|
18.3K
$456K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
256+ 2.69% |
$5.92K - $6.89K
|
9.79K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
231+ 1.13% |
$5.35K - $6.22K
|
20.7K
$514K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
224+ 0.78% |
$5.18K - $6.03K
|
28.8K
$717K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
208New |
$4.81K - $5.6K
|
208
$5.18K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
203+ 0.63% |
$4.7K - $5.46K
|
32.3K
$805K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
191+ 0.7% |
$4.42K - $5.14K
|
27.5K
$684K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
150+ 100.0% |
$3.47K - $4.04K
|
300
$7.46K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
138+ 12.7% |
$3.19K - $3.71K
|
1.23K
$30.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
91+ 0.66% |
$2.11K - $2.45K
|
13.8K
$344K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
76New |
$1.76K - $2.05K
|
76
$1.89K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
50New |
$1.16K - $1.35K
|
50
$1.24K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
46+ 0.15% |
$1.06K - $1.24K
|
29.8K
$740K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
41+ 0.47% |
$949 - $1.1K
|
8.84K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
23+ 0.04% |
$532 - $619
|
54.8K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
23+ 1.01% |
$532 - $619
|
2.31K
$57.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7New |
$162 - $188
|
7
$174
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6+ 0.5% |
$139 - $161
|
1.21K
$30K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
6+ 1.57% |
$139 - $161
|
387
$9.63K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.79% |
$116 - $135
|
640
$15.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
4New |
$92.6 - $108
|
4
$99.5
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.06% |
$69.4 - $80.7
|
4.83K
$120K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.59% |
$46.3 - $53.8
|
341
$8.48K
|