FFA
FENY icon

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

Farther Finance 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
2026
Q3 		$361K Sell
10,660
-15
-0.1% -$504 ﹤0.01% 1844
2026
Q2 		$316K Buy
10,675
+2
+0% +$64 ﹤0.01% 1905
2026
Q1 		$350K Sell
10,673
-4,998
-32% -$149K ﹤0.01% 1641
2025
Q4 		$388K Buy
15,671
+1,528
+11% +$37.7K ﹤0.01% 1482
2025
Q3 		$350K Buy
14,143
+7,312
+107% +$177K 0.01% 1291
2025
Q2 		$160K Buy
6,831
+6,800
+21,935% +$156K ﹤0.01% 1505
2025
Q1 		$796 Hold
31
– – ﹤0.01% 3685
2024
Q4 		$739 Sell
31
-26
-46% -$651 ﹤0.01% 3346
2024
Q3 		$1.37K Hold
57
– – ﹤0.01% 3136
2024
Q2 		$1.43K Hold
57
– – ﹤0.01% 2931
2024
Q1 		$1.49K Hold
57
– – ﹤0.01% 2614
2023
Q4 		$1.31K Sell
57
-48
-46% -$1.13K ﹤0.01% 2619
2023
Q3 		$2.62K Hold
105
– – ﹤0.01% 1755
2023
Q2 		$2.33K Sell
105
-43
-29% -$950 ﹤0.01% 1701
2023
Q1 		$3.32K Buy
+148
New +$3.44K ﹤0.01% 1457

Other funds holding FENY

RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's FENY Position: Q3 2026 in Review

Farther Finance Advisors reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 0.14% in Q3 2026, selling an estimated $504 and leaving 10,660 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Farther Finance Advisors first reported a position in FENY in Q1 2023 and has held it in 15 quarters since. The position peaked at $388K in Q4 2025. 7 funds tracked by Wall St. Rank hold FENY as of Q3 2026.

  • Farther Finance Advisors held 10,660 shares of Fidelity MSCI Energy Index ETF worth $361K as of Q3 2026.
  • Farther Finance Advisors sold 15 Fidelity MSCI Energy Index ETF shares in Q3 2026, an estimated $504.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1844 holding.
  • Farther Finance Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's Fidelity MSCI Energy Index ETF position peaked at $388K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.