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Eastern Bank’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Eastern Bank’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
2025
Q2 		– Sell
-1,133
Closed -$28.9K – 968
2025
Q1 		$28.9K Hold
1,133
– – ﹤0.01% 631
2024
Q4 		$27K Hold
1,133
– – ﹤0.01% 645
2024
Q3 		$27.3K Buy
+1,133
New +$27.8K ﹤0.01% 638

Other funds holding FENY

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Eastern Bank's FENY Position: Q2 2025 in Review

Eastern Bank sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2025, closing a stake of 1,133 shares — an estimated $28.9K sold.

Eastern Bank first reported a position in FENY in Q3 2024 and held it in 3 quarters. The position peaked at $28.9K in Q1 2025. 204 funds tracked by Wall St. Rank hold FENY as of Q2 2025.

  • Eastern Bank reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2025 after selling out during the quarter.
  • Eastern Bank sold 1,133 Fidelity MSCI Energy Index ETF shares in Q2 2025, an estimated $28.9K.
  • Eastern Bank first reported a position in Fidelity MSCI Energy Index ETF in Q3 2024 and held it in 3 quarters.
  • Eastern Bank's Fidelity MSCI Energy Index ETF position peaked at $28.9K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2025.

Based on Eastern Bank's 13F filing for Q2 2025, filed 24 Jul 2025.