First Command Advisory Services’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

First Command Advisory Services’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 Q1	–	Sell	-54	Closed	-$1.24K	–	611
2023 Q4	$1.24K	Sell	54 -54	-50%	-$1.27K	﹤0.01%	440
2023 Q3	$2.69K	Buy	+108	New	+$2.6K	﹤0.01%	395

Other funds holding FENY

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

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

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

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

KAS

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

First Command Advisory Services's FENY Position: Q1 2024 in Review

First Command Advisory Services sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2024, closing a stake of 54 shares — an estimated $1.24K sold.

First Command Advisory Services first reported a position in FENY in Q3 2023 and held it in 2 quarters. The position peaked at $2.69K in Q3 2023. 209 funds tracked by Wall St. Rank hold FENY as of Q1 2024.

First Command Advisory Services reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2024 after selling out during the quarter.
First Command Advisory Services sold 54 Fidelity MSCI Energy Index ETF shares in Q1 2024, an estimated $1.24K.
First Command Advisory Services first reported a position in Fidelity MSCI Energy Index ETF in Q3 2023 and held it in 2 quarters.
First Command Advisory Services's Fidelity MSCI Energy Index ETF position peaked at $2.69K in Q3 2023.
209 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2024.

Based on First Command Advisory Services's 13F filing for Q1 2024, filed 2 May 2024.