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 Q2	$1.16M	Sell	39,152 -636	-2%	-$20.3K	0.02%	751
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 $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Arkadios Wealth Advisors reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 1.6% in Q2 2026, selling an estimated $20.3K and leaving 39,152 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #751.

Arkadios Wealth Advisors first reported a position in FENY in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.35M in Q1 2026. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Arkadios Wealth Advisors held 39,152 shares of Fidelity MSCI Energy Index ETF worth $1.16M as of Q2 2026.
Arkadios Wealth Advisors sold 636 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $20.3K.
Fidelity MSCI Energy Index ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #751 holding.
Arkadios Wealth Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2019 and has held it in 11 quarters since.
Arkadios Wealth Advisors's Fidelity MSCI Energy Index ETF position peaked at $1.35M in Q1 2026.
248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.