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

FinTrust Capital 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
2024 Q3	$4.82K	Buy	+200	New	+$4.91K	﹤0.01%	1098

Other funds holding FENY

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FinTrust Capital Advisors's FENY Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q3 2024: 200 shares worth $4.82K. The stake represents ﹤0.01% of the portfolio and ranks #1098 among its holdings.

203 funds tracked by Wall St. Rank hold FENY as of Q3 2024.

FinTrust Capital Advisors held 200 shares of Fidelity MSCI Energy Index ETF worth $4.82K as of Q3 2024.
Fidelity MSCI Energy Index ETF was a new FinTrust Capital Advisors position in Q3 2024.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1098 holding.
203 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.