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Ashton Thomas Private Wealth’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Ashton Thomas Private Wealth’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 		$89 Hold
3
– – ﹤0.01% 1585
2026
Q1 		$102 Buy
+3
New +$89 ﹤0.01% 1499
2020
Q2 		– Sell
-30,000
Closed -$226K – 241
2020
Q1 		$226K Buy
+30,000
New +$375K 0.09% 189

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

Ashton Thomas Private Wealth's FENY Position: Q2 2026 in Review

Ashton Thomas Private Wealth held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 3 shares worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Ashton Thomas Private Wealth first reported a position in FENY in Q1 2020 and has held it in 3 quarters since. The position peaked at $226K in Q1 2020. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Ashton Thomas Private Wealth held 3 shares of Fidelity MSCI Energy Index ETF worth $89 as of Q2 2026.
  • Ashton Thomas Private Wealth left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1585 holding.
  • Ashton Thomas Private Wealth first reported a position in Fidelity MSCI Energy Index ETF in Q1 2020 and has held it in 3 quarters since.
  • Ashton Thomas Private Wealth's Fidelity MSCI Energy Index ETF position peaked at $226K in Q1 2020.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.