Cetera Investment Advisers
FENY icon

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

Cetera Investment Advisers’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
2026
Q1 		$14.6M Buy
428,397
+97,412
+29% +$2.9M 0.02% 844
2025
Q4 		$8.2M Buy
330,985
+23,230
+8% +$574K 0.01% 1149
2025
Q3 		$7.61M Sell
307,755
-118,039
-28% -$2.86M 0.01% 1148
2025
Q2 		$9.98M Buy
425,794
+341,767
+407% +$7.83M 0.02% 830
2025
Q1 		$2.15M Sell
84,027
-52,964
-39% -$1.32M ﹤0.01% 1699
2024
Q4 		$3.27M Sell
136,991
-142,427
-51% -$3.57M 0.01% 1300
2024
Q3 		$6.73M Buy
279,418
+1,342
+0.5% +$33K 0.01% 858
2024
Q2 		$6.98M Buy
278,076
+70,184
+34% +$1.79M 0.02% 823
2024
Q1 		$5.38M Buy
207,892
+66,633
+47% +$1.57M 0.01% 948
2023
Q4 		$3.25M Buy
141,259
+20,642
+17% +$486K 0.03% 598
2023
Q3 		$3M Sell
120,617
-5,452
-4% -$131K 0.03% 599
2023
Q2 		$2.79M Buy
126,069
+8,735
+7% +$193K 0.02% 628
2023
Q1 		$2.63M Buy
117,334
+26,810
+30% +$624K 0.02% 637
2022
Q4 		$2.16M Buy
90,524
+70,086
+343% +$1.67M 0.02% 676
2022
Q3 		$406K Buy
20,438
+6,003
+42% +$125K 0.01% 1083
2022
Q2 		$280K Buy
+14,435
New +$315K ﹤0.01% 1463

Other funds holding FENY

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return