AWA
FENY icon

Arete Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Arete Wealth 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 		– Sell
-10,218
Closed -$348K – 343
2026
Q1 		$348K Buy
+10,218
New +$304K 0.03% 296
2023
Q4 		– Sell
-24,692
Closed -$615K – 755
2023
Q3 		$615K Buy
+24,692
New +$593K 0.11% 202

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 $103B AUM 28.65% 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

Arete Wealth Advisors's FENY Position: Q2 2026 in Review

Arete Wealth Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2026, closing a stake of 10,218 shares — an estimated $348K sold.

Arete Wealth Advisors first reported a position in FENY in Q3 2023 and held it in 2 quarters. The position peaked at $615K in Q3 2023. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Arete Wealth Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,218 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $348K.
  • Arete Wealth Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q3 2023 and held it in 2 quarters.
  • Arete Wealth Advisors's Fidelity MSCI Energy Index ETF position peaked at $615K in Q3 2023.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.