Creative Financial Designs’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Creative Financial Designs’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 Q2	$140K	Buy	4,725 +3	+0.1%	+$96	0.01%	698
2026 Q1	$161K	Buy	4,722 +2	+0%	+$59	0.01%	565
2025 Q4	$117K	Buy	4,720 +3	+0.1%	+$74	0.01%	624
2025 Q3	$117K	Sell	4,717 -121	-3%	-$2.93K	0.01%	601
2025 Q2	$113K	Buy	4,838 +3	+0.1%	+$69	0.01%	635
2025 Q1	$124K	Buy	4,835 +3	+0.1%	+$75	0.01%	556
2024 Q4	$115K	Buy	4,832 +3	+0.1%	+$75	0.01%	565
2024 Q3	$116K	Sell	4,829 -992	-17%	-$24.4K	0.01%	565
2024 Q2	$146K	Sell	5,821 -523	-8%	-$13.4K	0.01%	501
2024 Q1	$164K	Sell	6,344 -2,394	-27%	-$56.4K	0.02%	470
2023 Q4	$201K	Sell	8,738 -131	-1%	-$3.08K	0.02%	383
2023 Q3	$221K	Buy	8,869 +3,957	+81%	+$95.1K	0.03%	314
2023 Q2	$109K	Buy	4,912 +356	+8%	+$7.87K	0.01%	468
2023 Q1	$102K	Buy	4,556 +1,281	+39%	+$29.8K	0.01%	460
2022 Q4	$78.1K	Buy	3,275 +6	+0.2%	+$143	0.01%	492
2022 Q3	$65K	Sell	3,269 -461	-12%	-$9.56K	0.01%	503
2022 Q2	$72K	Buy	3,730 +373	+11%	+$8.15K	0.01%	486
2022 Q1	$70K	Buy	3,357 +3	+0.1%	+$56	0.01%	488
2021 Q4	$51K	Sell	3,354 -397	-11%	-$6.16K	0.01%	565
2021 Q3	$54K	Buy	3,751 +86	+2%	+$1.17K	0.01%	597
2021 Q2	$54K	Sell	3,665 -12,768	-78%	-$180K	0.01%	584
2021 Q1	$218K	Sell	16,433 -647	-4%	-$8.06K	0.04%	258
2020 Q4	$173K	Sell	17,080 -13,373	-44%	-$122K	0.04%	279
2020 Q3	$241K	Sell	30,453 -10,880	-26%	-$102K	0.06%	220
2020 Q2	$410K	Buy	41,333 +11,960	+41%	+$116K	0.12%	129
2020 Q1	$221K	Buy	29,373 +10,180	+53%	+$127K	0.11%	113
2019 Q4	$310K	Sell	19,193 -2,483	-11%	-$38.9K	0.14%	117
2019 Q3	$325K	Buy	21,676 +474	+2%	+$7.66K	0.18%	104
2019 Q2	$361K	Buy	21,202 +936	+5%	+$16.3K	0.2%	92
2019 Q1	$366K	Sell	20,266 -4,805	-19%	-$84.4K	0.22%	84
2018 Q4	$392K	Sell	25,071 -3,339	-12%	-$61.9K	0.28%	70
2018 Q3	$604K	Buy	28,410 +2,500	+10%	+$52.4K	0.35%	62
2018 Q2	$551K	Sell	25,910 -3,310	-11%	-$68.5K	0.32%	71
2018 Q1	$546K	Buy	29,220 +7,736	+36%	+$152K	0.35%	68
2017 Q4	$431K	Sell	21,484 -20,348	-49%	-$388K	0.29%	79
2017 Q3	$793K	Sell	41,832 -13,298	-24%	-$239K	0.46%	61
2017 Q2	$993K	Sell	55,130 -16,891	-23%	-$316K	0.64%	46
2017 Q1	$1.43M	Sell	72,021 -67,342	-48%	-$1.36M	1.02%	27
2016 Q4	$2.95M	Buy	+139,363	New	+$2.83M	2.41%	6

Other funds holding FENY

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

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Financial Designs's FENY Position: Q2 2026 in Review

Creative Financial Designs increased its Fidelity MSCI Energy Index ETF (FENY) stake by 0.06% in Q2 2026, buying an estimated $96 and bringing the position to 4,725 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #698.

Creative Financial Designs first reported a position in FENY in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.95M in Q4 2016. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Creative Financial Designs held 4,725 shares of Fidelity MSCI Energy Index ETF worth $140K as of Q2 2026.
Creative Financial Designs bought 3 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $96.
Fidelity MSCI Energy Index ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #698 holding.
Creative Financial Designs first reported a position in Fidelity MSCI Energy Index ETF in Q4 2016 and has held it in 39 quarters since.
Creative Financial Designs's Fidelity MSCI Energy Index ETF position peaked at $2.95M in Q4 2016.
247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.