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

Arkadios 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 Q1	$1.35M	Sell	39,788 -9,344	-19%	-$278K	0.02%	658
2025 Q4	$1.22M	Sell	49,132 -665	-1%	-$16.4K	0.02%	617
2025 Q3	$1.23M	Buy	49,797 +349	+0.7%	+$8.44K	0.03%	557
2025 Q2	$1.16M	Buy	49,448 +2,617	+6%	+$60K	0.03%	516
2025 Q1	$1.2M	Buy	+46,831	New	+$1.16M	0.05%	406
2021 Q4	–	Sell	-500	Closed	-$7K	–	979
2021 Q3	$7K	Sell	500 -37,047	-99%	-$502K	﹤0.01%	1519
2021 Q2	$553K	Buy	37,547 +35,731	+1,968%	+$504K	0.07%	304
2021 Q1	$24K	Sell	1,816 -1,326	-42%	-$16.5K	﹤0.01%	916
2020 Q4	$31K	Buy	+3,142	New	+$28.8K	0.01%	648
2020 Q1	–	Sell	-3,171	Closed	-$45.8K	–	1239
2019 Q4	$45.8K	Buy	+3,171	New	+$49.7K	0.03%	325

Other funds holding FENY

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Arkadios Wealth Advisors's FENY Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 19% in Q1 2026, selling an estimated $278K and leaving 39,788 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #658.

Arkadios Wealth Advisors first reported a position in FENY in Q4 2019 and has held it in 10 quarters since. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

Arkadios Wealth Advisors held 39,788 shares of Fidelity MSCI Energy Index ETF worth $1.35M as of Q1 2026.
Arkadios Wealth Advisors sold 9,344 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $278K.
Fidelity MSCI Energy Index ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #658 holding.
Arkadios Wealth Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2019 and has held it in 10 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.