Skip to content

FENY FIDELITY COVINGTON TRUST

Follow

SHS (fund)

220 managers (222 13F filers) reported a position in FENY shares at 2025-03-31, 21,106,755 shares in all. 27 filers opened a position and 28 filers sold out during the quarter.

Managers
220
13F filers
222
New
27
Added
68
Reduced
81
Sold out
28
Shares held by filers
21,106,755

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Qube Research & Technologies Ltd111$2.84K<0.01%+10413F-HRTimeline
VISION FINANCIAL MARKETS LLC101$2.57K<0.01%new13F-HRTimeline
Sandy Spring Bank100$2.56K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC100$2.4K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC77$1.97K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC76$1.94K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.88$1.83K<0.01%-46713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/70$1.79K<0.01%013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.65$1.66K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.65$1.66K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…50$1.28K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC50$1.28K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP44$1.12K<0.01%-613F-HRTimeline
Hughes Financial Services, LLC42$1.08K<0.01%new13F-HRTimeline
Activest Wealth Management38$977<0.01%013F-HRTimeline
Bullock Wealth Management Group37$945<0.01%013F-HRTimeline
Farther Finance Advisors, LLC31$796<0.01%013F-HRTimeline
Sound Income Strategies, LLC10$256<0.01%013F-HRTimeline
Kiker Wealth Management, LLC3$79<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-13,82013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.