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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

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return