FENI · Insider trading · 13F holders · Congress trades
Fidelity Covington Trust (FENI)
Who is buying and selling FENI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 148
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FENI at a glance
- No open-market insider purchases or sales of FENI were filed in the last 90 days.
- 148 13F filers hold FENI among their 50 largest positions, worth $2.6B combined. The biggest bets by portfolio weight are Fortress Financial Group, LLC (13.8%), Syntegra Private Wealth Group, LLC (12.8%) and Durante & Waters, LLC (12.7%). In their latest 13Fs, 0 managers opened a new position and 67 added to one.
- No member of Congress has disclosed a trade in FENI.
FENI insider trading
No open-market insider purchases or sales of FENI were filed in the last 90 days.
Who owns FENI? Hedge funds and superinvestors
148 13F filers hold FENI among their 50 largest positions, worth $2.6B combined. The biggest bets by portfolio weight are Fortress Financial Group, LLC (13.8%), Syntegra Private Wealth Group, LLC (12.8%) and Durante & Waters, LLC (12.7%). In their latest 13Fs, 0 managers opened a new position and 67 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Osaic Holdings, Inc.Investment manager | 0.4% | $318.8M | 7,943,791 | — | Q2 2026 |
| Kestra Advisory Services, LLCWealth manager | 0.5% | $168.7M | 4,203,525 | +5.4% shares | Q2 2026 |
| Syntegra Private Wealth Group, LLCWealth manager | 12.8% | $166.7M | 4,177,251 | +2.2% shares | Q3 2026 |
| Fragasso Financial Advisors IncWealth manager | 5.2% | $103.9M | 2,617,545 | +1.6% shares | Q3 2026 |
| Cornerstone Planning Group LLCWealth manager | 9.4% | $75.6M | 1,904,662 | +2.0% shares | Q3 2026 |
| Advocacy Wealth Management, LLCWealth manager | 2.5% | $69.0M | 1,718,711 | — | Q2 2026 |
| OneDigital Investment Advisors LLCInstitutional asset manager | 0.6% | $66.9M | 1,667,208 | +17.6% shares | Q2 2026 |
| Kfg Wealth Management, LLCWealth manager | 7.0% | $64.9M | 1,627,363 | +7.9% shares | Q3 2026 |
| Orrstown Financial Services IncBank & trust | 9.3% | $62.2M | 1,558,869 | +1.6% shares | Q3 2026 |
| Wealth Alliance Advisory Group, LLCWealth manager | 8.1% | $57.6M | 1,443,013 | +5.0% shares | Q3 2026 |
| Traphagen Investment Advisors LLCWealth manager | 3.6% | $52.1M | 1,305,824 | +25.3% shares | Q3 2026 |
| Financial Strategies Group, Inc.Wealth manager | 8.0% | $50.0M | 1,245,191 | +3.7% shares | Q2 2026 |
| CGC Financial Services, LLCWealth manager | 10.7% | $48.0M | 1,203,021 | +1.0% shares | Q3 2026 |
| Reston Wealth Management LLCWealth manager | 12.4% | $45.8M | 1,146,477 | +4.5% shares | Q3 2026 |
| Pallas Capital Advisors LLCWealth manager | 1.2% | $39.0M | 971,692 | +6.4% shares | Q2 2026 |
| Waterloo Capital, L.P.Wealth manager | 2.1% | $36.5M | 909,512 | +3.5% shares | Q2 2026 |
| RMR Wealth BuildersWealth manager | 2.1% | $36.1M | 903,425 | — | Q3 2026 |
| RFG Advisory, LLCWealth manager | 0.6% | $35.5M | 885,510 | -1.9% shares | Q2 2026 |
| Calamos Wealth Management LLCWealth manager | 1.1% | $35.0M | 872,840 | +13.6% shares | Q2 2026 |
| Berman McAleer LLCWealth manager | 3.4% | $29.4M | 737,185 | +9.0% shares | Q3 2026 |
| Stratos Investment Management, LLCInstitutional asset manager | 1.0% | $28.7M | 715,008 | +112.8% shares | Q2 2026 |
| AlphaStar Capital Management, LLCWealth manager | 1.7% | $28.3M | 710,177 | +14.2% shares | Q3 2026 |
| Fortress Financial Group, LLCWealth manager | 13.8% | $28.2M | 707,746 | +7.5% shares | Q3 2026 |
| Clg LLCWealth manager | 5.2% | $24.9M | 625,113 | +559.0% shares | Q3 2026 |
| Mayfair Advisory Group, LLCWealth manager | 6.9% | $23.7M | 593,450 | +4.4% shares | Q3 2026 |
| Great Lakes Retirement, Inc.Wealth manager | 2.1% | $23.5M | 589,453 | +1.5% shares | Q3 2026 |
| Avidian Wealth Enterprises, LLCWealth manager | 0.7% | $23.4M | 587,100 | -8.8% shares | Q3 2026 |
| Pasadena Private Wealth, LLCWealth manager | 3.0% | $23.4M | 583,475 | +4.3% shares | Q2 2026 |
| Core Wealth Advisors, Inc.Wealth manager | 4.3% | $21.6M | 539,045 | +2.4% shares | Q2 2026 |
| McGlone Suttner Wealth Management, Inc.Wealth manager | 2.5% | $21.3M | 533,468 | +4.5% shares | Q3 2026 |
The 30 largest of 148 positions, by value. Each manager counts with its latest 13F (Q3 2026: 85, Q2 2026: 61, Q1 2026: 2). Screen FENI in the grand portfolio →
FENI stock trades by members of Congress
No member of Congress has disclosed a trade in FENI.
FENI questions and answers
Are insiders buying FENI stock?
No open-market insider purchases or sales of FENI were filed in the last 90 days.
Which hedge funds own FENI?
148 13F filers hold FENI among their 50 largest positions, worth $2.6B combined. The biggest bets by portfolio weight are Fortress Financial Group, LLC (13.8%), Syntegra Private Wealth Group, LLC (12.8%) and Durante & Waters, LLC (12.7%). In their latest 13Fs, 0 managers opened a new position and 67 added to one.
Has Congress traded FENI?
No member of Congress has disclosed a trade in FENI.
Who is the largest holder of FENI?
Among 13F filers, Osaic Holdings, Inc. reports the largest FENI position, $318.8M (7,943,791 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Fortress Financial Group, LLC's: 13.8% of its portfolio.
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