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Atria Wealth Solutions’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$880K Sell
36,596
-7,013
-16% -$161K 0.02% 688
2025
Q1 		$1.11M Buy
43,609
+19,528
+81% +$486K 0.01% 842
2024
Q4 		$574K Sell
24,081
-1,146
-5% -$28.7K 0.01% 1199
2024
Q3 		$607K Sell
25,227
-37,979
-60% -$933K 0.01% 1143
2024
Q2 		$1.59M Sell
63,206
-5,471
-8% -$140K 0.02% 712
2024
Q1 		$1.78M Buy
68,677
+2,330
+4% +$54.9K 0.02% 679
2023
Q4 		$1.53M Buy
66,347
+3,447
+5% +$81.2K 0.02% 696
2023
Q3 		$1.57M Buy
62,900
+31,728
+102% +$762K 0.02% 638
2023
Q2 		$691K Buy
31,172
+207
+0.7% +$4.57K 0.01% 1013
2023
Q1 		$695K Sell
30,965
-7,917
-20% -$184K 0.01% 969
2022
Q4 		$925K Sell
38,882
-908
-2% -$21.7K 0.01% 788
2022
Q3 		$790K Buy
39,790
+7,010
+21% +$145K 0.01% 808
2022
Q2 		$636K Buy
32,780
+11,218
+52% +$245K 0.01% 865
2022
Q1 		$452K Buy
+21,562
New +$406K 0.01% 1121

Other funds holding FENY

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's FENY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 16% in Q2 2025, selling an estimated $161K and leaving 36,596 shares worth $880K. The position accounts for 0.02% of the portfolio, ranked #688.

Atria Wealth Solutions first reported a position in FENY in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.78M in Q1 2024. 203 funds tracked by Wall St. Rank hold FENY as of Q2 2025.

  • Atria Wealth Solutions held 36,596 shares of Fidelity MSCI Energy Index ETF worth $880K as of Q2 2025.
  • Atria Wealth Solutions sold 7,013 Fidelity MSCI Energy Index ETF shares in Q2 2025, an estimated $161K.
  • Fidelity MSCI Energy Index ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #688 holding.
  • Atria Wealth Solutions first reported a position in Fidelity MSCI Energy Index ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Fidelity MSCI Energy Index ETF position peaked at $1.78M in Q1 2024.
  • 203 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.