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 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.04K- 2.04% |
$140K - $163K
|
290K
$7.2M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.5K- 2.55% |
$150K - $175K
|
248K
$6.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.66K- 99.92% |
$154K - $179K
|
5
$124
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.38K- 58.73% |
$171K - $199K
|
5.19K
$129K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.8K- 1.04% |
$181K - $210K
|
741K
$18.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-12.4K- 20.49% |
$286K - $333K
|
48K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.5K- 18.57% |
$290K - $338K
|
55K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-13.7K- 6.91% |
$318K - $370K
|
185K
$4.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.8K- 11.75% |
$365K - $424K
|
118K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-18.2K- 7.52% |
$420K - $489K
|
223K
$5.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-18.2K- 54.43% |
$421K - $490K
|
15.2K
$379K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-18.7K- 9.05% |
$432K - $502K
|
187K
$4.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39K- 40.74% |
$902K - $1.05M
|
56.7K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41K- 19.3% |
$949K - $1.1M
|
171K
$4.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-92.9K- 57.61% |
$2.15M - $2.5M
|
68.4K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-99.9K- 96.65% |
$2.31M - $2.69M
|
3.46K
$86K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-142K- 50.97% |
$3.3M - $3.83M
|
137K
$3.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-162K- 75.63% |
$3.76M - $4.37M
|
52.3K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-397K- 64.16% |
$9.19M - $10.7M
|
222K
$5.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-728K- 68.46% |
$16.8M - $19.6M
|
335K
$8.34M
|