Capital A Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Capital A Wealth Management’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	$9.7K	Buy	+421	New	+$9.65K	0.11%	198

Other funds holding FENY

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital A Wealth Management's FENY Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q2 2025: 421 shares worth $9.7K. The stake represents 0.11% of the portfolio and ranks #198 among its holdings.

203 funds tracked by Wall St. Rank hold FENY as of Q2 2025.

Capital A Wealth Management held 421 shares of Fidelity MSCI Energy Index ETF worth $9.7K as of Q2 2025.
Fidelity MSCI Energy Index ETF was a new Capital A Wealth Management position in Q2 2025.
Fidelity MSCI Energy Index ETF made up 0.11% of Capital A Wealth Management's portfolio in Q2 2025, its #198 holding.
203 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.