Avantax Advisory Services’s Fidelity MSCI Energy Index ETF FENY Stock Holding History
Bought
Maintained
Sold
Other funds holding FENY
AM
YC
Avantax Advisory Services's FENY Position: Q2 2025 in Review
Avantax Advisory Services increased its Fidelity MSCI Energy Index ETF (FENY) stake by 201% in Q2 2025, buying an estimated $2.31M and bringing the position to 150,940 shares worth $3.54M. The position accounts for 0.02% of the portfolio, ranked #562.
Avantax Advisory Services first reported a position in FENY in Q2 2024 and has held it in 5 quarters since. 203 funds tracked by Wall St. Rank hold FENY as of Q2 2025.
- Avantax Advisory Services held 150,940 shares of Fidelity MSCI Energy Index ETF worth $3.54M as of Q2 2025.
- Avantax Advisory Services bought 100,865 Fidelity MSCI Energy Index ETF shares in Q2 2025, an estimated $2.31M.
- Fidelity MSCI Energy Index ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #562 holding.
- Avantax Advisory Services first reported a position in Fidelity MSCI Energy Index ETF in Q2 2024 and has held it in 5 quarters since.
- 203 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.