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FENY FIDELITY COVINGTON TRUST

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SHS (fund)

220 managers (224 13F filers) reported a position in FENY shares at 2024-12-31, 21,393,438 shares in all. 29 filers opened a position and 18 filers sold out during the quarter.

Managers
220
13F filers
224
New
29
Added
73
Reduced
66
Sold out
18
Shares held by filers
21,393,438

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Medallion Wealth Advisors, LLC120$2.86K<0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC110$2.62K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC100$2.4K<0.01%new13F-HR/ATimeline
Sandy Spring Bank100$2.38K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC77$1.84K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC76$1.81K<0.01%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/70$1.67K<0.01%013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.65$1.55K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP50$1.19K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…50$1.19K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC50$1.19K<0.01%13F-HRTimeline
Activest Wealth Management38$907<0.01%013F-HRTimeline
Bullock Wealth Management Group37$871<0.01%-13813F-HRTimeline
Farther Finance Advisors, LLC31$739<0.01%-2613F-HRTimeline
High Note Wealth, LLC15$358<0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC10$238<0.01%013F-HRTimeline
Sound Income Strategies, LLC10$238<0.01%013F-HRTimeline
Qube Research & Technologies Ltd7$167<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.5$1230.01%-6,66013F-HRTimeline
Decker Retirement Planning Inc.4$95<0.01%13F-HRTimeline