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Financial Freedom LLC’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Financial Freedom LLC’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
Q1 		$971K Buy
28,556
+160
+0.6% +$4.76K 0.48% 47
2025
Q4 		$703K Buy
28,396
+213
+0.8% +$5.26K 0.35% 56
2025
Q3 		$697K Buy
28,183
+225
+0.8% +$5.44K 0.35% 56
2025
Q2 		$656K Buy
27,958
+250
+0.9% +$5.73K 0.35% 54
2025
Q1 		$708K Buy
27,708
+204
+0.7% +$5.07K 0.41% 45
2024
Q4 		$656K Buy
27,504
+191
+0.7% +$4.79K 0.35% 53
2024
Q3 		$658K Buy
27,313
+230
+0.8% +$5.65K 0.35% 51
2024
Q2 		$680K Buy
27,083
+198
+0.7% +$5.06K 0.39% 48
2024
Q1 		$696K Buy
26,885
+184
+0.7% +$4.33K 0.41% 45
2023
Q4 		$615K Buy
26,701
+227
+0.9% +$5.34K 0.39% 50
2023
Q3 		$659K Buy
26,474
+180
+0.7% +$4.33K 0.47% 41
2023
Q2 		$583K Buy
26,294
+228
+0.9% +$5.04K 0.41% 46
2023
Q1 		$585K Buy
26,066
+246
+1% +$5.73K 0.43% 41
2022
Q4 		$616K Buy
+25,820
New +$616K 0.41% 35

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Financial Freedom LLC's FENY Position: Q1 2026 in Review

Financial Freedom LLC increased its Fidelity MSCI Energy Index ETF (FENY) stake by 0.56% in Q1 2026, buying an estimated $4.76K and bringing the position to 28,556 shares worth $971K. The position accounts for 0.48% of the portfolio, ranked #47.

Financial Freedom LLC first reported a position in FENY in Q4 2022 and has held it in 14 quarters since. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

  • Financial Freedom LLC held 28,556 shares of Fidelity MSCI Energy Index ETF worth $971K as of Q1 2026.
  • Financial Freedom LLC bought 160 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $4.76K.
  • Fidelity MSCI Energy Index ETF made up 0.48% of Financial Freedom LLC's portfolio in Q1 2026, its #47 holding.
  • Financial Freedom LLC first reported a position in Fidelity MSCI Energy Index ETF in Q4 2022 and has held it in 14 quarters since.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.