Cetera Advisor Networks’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Cetera Advisor Networks’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 Q1	$1.36M	Buy	52,735 +9,358	+22%	+$220K	0.01%	1255
2023 Q4	$999K	Buy	43,377 +1,334	+3%	+$31.4K	0.01%	1378
2023 Q3	$1.05M	Buy	42,043 +4,352	+12%	+$105K	0.01%	1250
2023 Q2	$835K	Sell	37,691 -9,737	-21%	-$215K	0.01%	1371
2023 Q1	$1.06M	Buy	47,428 +1,645	+4%	+$38.3K	0.01%	1193
2022 Q4	$1.09M	Buy	45,783 +32,340	+241%	+$772K	0.01%	1141
2022 Q3	$267K	Sell	13,443 -2,550	-16%	-$52.9K	﹤0.01%	1676
2022 Q2	$310K	Buy	15,993 +541	+4%	+$11.8K	﹤0.01%	1603
2022 Q1	$324K	Buy	15,452 +952	+7%	+$17.9K	﹤0.01%	1581
2021 Q4	$220K	Buy	+14,500	New	+$225K	﹤0.01%	1813
2020 Q3	–	Sell	-4,599	Closed	-$46K	–	1814
2020 Q2	$46K	Buy	+4,599	New	+$44.7K	﹤0.01%	1945

Other funds holding FENY

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Advisor Networks's FENY Position: Q1 2024 in Review

Cetera Advisor Networks increased its Fidelity MSCI Energy Index ETF (FENY) stake by 22% in Q1 2024, buying an estimated $220K and bringing the position to 52,735 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #1255.

Cetera Advisor Networks first reported a position in FENY in Q2 2020 and has held it in 11 quarters since. 209 funds tracked by Wall St. Rank hold FENY as of Q1 2024.

Cetera Advisor Networks held 52,735 shares of Fidelity MSCI Energy Index ETF worth $1.36M as of Q1 2024.
Cetera Advisor Networks bought 9,358 Fidelity MSCI Energy Index ETF shares in Q1 2024, an estimated $220K.
Fidelity MSCI Energy Index ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1255 holding.
Cetera Advisor Networks first reported a position in Fidelity MSCI Energy Index ETF in Q2 2020 and has held it in 11 quarters since.
209 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.