CX Institutional’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

CX Institutional’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	$113K	Sell	3,825 -273	-7%	-$8.7K	﹤0.01%	840
2026 Q1	$139K	Sell	4,098 -943	-19%	-$28K	﹤0.01%	795
2025 Q4	$125K	Buy	5,041 +5,003	+13,166%	+$124K	﹤0.01%	815
2025 Q3	$1K	Sell	38 -1	-3%	-$24	﹤0.01%	1342
2025 Q2	$1K	Sell	39 -1,824	-98%	-$41.8K	﹤0.01%	1179
2025 Q1	$48K	Buy	+1,863	New	+$46.3K	﹤0.01%	842

Other funds holding FENY

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional's FENY Position: Q2 2026 in Review

CX Institutional reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 6.7% in Q2 2026, selling an estimated $8.7K and leaving 3,825 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

CX Institutional first reported a position in FENY in Q1 2025 and has held it in 6 quarters since. The position peaked at $139K in Q1 2026. 55 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

CX Institutional held 3,825 shares of Fidelity MSCI Energy Index ETF worth $113K as of Q2 2026.
CX Institutional sold 273 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $8.7K.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #840 holding.
CX Institutional first reported a position in Fidelity MSCI Energy Index ETF in Q1 2025 and has held it in 6 quarters since.
CX Institutional's Fidelity MSCI Energy Index ETF position peaked at $139K in Q1 2026.
55 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.