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

FDx 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
2018 Q3	–	Sell	-11,537	Closed	-$245K	–	896
2018 Q2	$245K	Buy	+11,537	New	+$239K	0.01%	790
2018 Q1	–	Sell	-16,273	Closed	-$326K	–	1189
2017 Q4	$326K	Buy	+16,273	New	+$310K	0.01%	991
2017 Q2	–	Sell	-18,031	Closed	-$354K	–	1200
2017 Q1	$354K	Sell	18,031 -11,096	-38%	-$225K	0.01%	913
2016 Q4	$617K	Buy	+29,127	New	+$591K	0.02%	691

Other funds holding FENY

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return