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

Cetera 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
Q1 		$1.17M Buy
45,329
+28,795
+174% +$678K 0.01% 1085
2023
Q4 		$381K Buy
16,534
+792
+5% +$18.6K 0.01% 1283
2023
Q3 		$392K Buy
+15,742
New +$378K 0.01% 1187
2019
Q2 		– Sell
-4,468
Closed -$81K – 1022
2019
Q1 		$81K Buy
+4,468
New +$78.5K ﹤0.01% 918

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 $32.7B 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Advisors's FENY Position: Q1 2024 in Review

Cetera Advisors increased its Fidelity MSCI Energy Index ETF (FENY) stake by 174% in Q1 2024, buying an estimated $678K and bringing the position to 45,329 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1085.

Cetera Advisors first reported a position in FENY in Q1 2019 and has held it in 4 quarters since. 209 funds tracked by Wall St. Rank hold FENY as of Q1 2024.

  • Cetera Advisors held 45,329 shares of Fidelity MSCI Energy Index ETF worth $1.17M as of Q1 2024.
  • Cetera Advisors bought 28,795 Fidelity MSCI Energy Index ETF shares in Q1 2024, an estimated $678K.
  • Fidelity MSCI Energy Index ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1085 holding.
  • Cetera Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2019 and has held it in 4 quarters since.
  • 209 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2024.

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