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Benjamin F. Edwards & Company’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Benjamin F. Edwards & Company’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 		$8K Hold
314
– – ﹤0.01% 1770
2024
Q1 		$8K Hold
314
– – ﹤0.01% 1744
2023
Q4 		$7K Buy
+314
New +$7.39K ﹤0.01% 1755

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
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
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
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Benjamin F. Edwards & Company's FENY Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2024 at 314 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Benjamin F. Edwards & Company first reported a position in FENY in Q4 2023 and has held it in 3 quarters since. 203 funds tracked by Wall St. Rank hold FENY as of Q2 2024.

  • Benjamin F. Edwards & Company held 314 shares of Fidelity MSCI Energy Index ETF worth $8K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2024.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1770 holding.
  • Benjamin F. Edwards & Company first reported a position in Fidelity MSCI Energy Index ETF in Q4 2023 and has held it in 3 quarters since.
  • 203 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.