BRWA
FENY icon

B. Riley Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-13,819
Closed -$344K – 1467
2024
Q1 		$344K Buy
13,819
+305
+2% +$7.18K 0.01% 977
2023
Q4 		$311K Sell
13,514
-305
-2% -$7.18K 0.01% 1035
2023
Q3 		$344K Buy
13,819
+24
+0.2% +$577 0.01% 977
2023
Q2 		$306K Buy
13,795
+210
+2% +$4.64K 0.01% 1112
2023
Q1 		$305K Sell
13,585
-567
-4% -$13.2K 0.01% 1062
2022
Q4 		$337K Buy
14,152
+151
+1% +$3.6K 0.01% 982
2022
Q3 		$279K Buy
14,001
+352
+3% +$7.3K 0.01% 1046
2022
Q2 		$265K Buy
13,649
+2,457
+22% +$53.7K 0.01% 930
2022
Q1 		$235K Buy
+11,192
New +$210K 0.01% 1136

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return