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Aptus Capital Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Aptus Capital Advisors’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.82K Hold
163
– – ﹤0.01% 1673
2026
Q1 		$5.54K Sell
163
-248
-60% -$7.37K ﹤0.01% 1555
2025
Q4 		$10.2K Buy
411
+1
+0.2% +$25 ﹤0.01% 1493
2025
Q3 		$10.1K Hold
410
– – ﹤0.01% 1430
2025
Q2 		$9.61K Sell
410
-300
-42% -$6.88K ﹤0.01% 1366
2025
Q1 		$18.1K Sell
710
-19
-3% -$473 ﹤0.01% 1222
2024
Q4 		$17.4K Buy
729
+149
+26% +$3.73K ﹤0.01% 1232
2024
Q3 		$14K Buy
580
+351
+153% +$8.62K ﹤0.01% 1071
2024
Q2 		$5.75K Buy
229
+66
+40% +$1.69K ﹤0.01% 1067
2024
Q1 		$4.22K Buy
+163
New +$3.84K ﹤0.01% 1097

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Aptus Capital Advisors's FENY Position: Q2 2026 in Review

Aptus Capital Advisors held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 163 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Aptus Capital Advisors first reported a position in FENY in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.1K in Q1 2025. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Aptus Capital Advisors held 163 shares of Fidelity MSCI Energy Index ETF worth $4.82K as of Q2 2026.
  • Aptus Capital Advisors left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1673 holding.
  • Aptus Capital Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2024 and has held it in 10 quarters since.
  • Aptus Capital Advisors's Fidelity MSCI Energy Index ETF position peaked at $18.1K in Q1 2025.
  • 248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.