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 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

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 $103B AUM 28.65% 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

Farther Finance Advisors's FENY Position: Q2 2026 in Review

Farther Finance Advisors increased its Fidelity MSCI Energy Index ETF (FENY) stake by 0.02% in Q2 2026, buying an estimated $64 and bringing the position to 10,675 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Farther Finance Advisors first reported a position in FENY in Q1 2023 and has held it in 14 quarters since. The position peaked at $388K in Q4 2025. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Farther Finance Advisors held 10,675 shares of Fidelity MSCI Energy Index ETF worth $316K as of Q2 2026.
Farther Finance Advisors bought 2 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $64.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1905 holding.
Farther Finance Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2023 and has held it in 14 quarters since.
Farther Finance Advisors's Fidelity MSCI Energy Index ETF position peaked at $388K in Q4 2025.
246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.