Fischer Financial Services’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Fischer Financial 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
2026 Q3	$231K	Sell	6,803 -425	-6%	-$14.3K	0.06%	61
2026 Q2	$214K	Sell	7,228 -1,422	-16%	-$45.3K	0.05%	63
2026 Q1	$294K	Hold	8,650	–	–	0.1%	53
2025 Q4	$214K	Sell	8,650 -2,114	-20%	-$52.2K	0.06%	61
2025 Q3	$266K	Sell	10,764 -1,147	-10%	-$27.8K	0.07%	61
2025 Q2	$279K	Sell	11,911 -1,073	-8%	-$24.6K	0.08%	60
2025 Q1	$332K	Buy	12,984 +3	+0%	+$75	0.11%	59
2024 Q4	$309K	Buy	+12,981	New	+$325K	0.1%	59

Other funds holding FENY

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Scheeler Financial West Chester, Ohio $132M AUM

Gimbal Financial Carmel, Indiana $172M AUM

EFM

Eley Financial Management South Burlington, Vermont $306M AUM 16.69% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Fischer Financial Services's FENY Position: Q3 2026 in Review

Fischer Financial Services reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 5.9% in Q3 2026, selling an estimated $14.3K and leaving 6,803 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #61.

Fischer Financial Services first reported a position in FENY in Q4 2024 and has held it in 8 quarters since. The position peaked at $332K in Q1 2025. 115 funds tracked by Wall St. Rank hold FENY as of Q3 2026.

Fischer Financial Services held 6,803 shares of Fidelity MSCI Energy Index ETF worth $231K as of Q3 2026.
Fischer Financial Services sold 425 Fidelity MSCI Energy Index ETF shares in Q3 2026, an estimated $14.3K.
Fidelity MSCI Energy Index ETF made up 0.06% of Fischer Financial Services's portfolio in Q3 2026, its #61 holding.
Fischer Financial Services first reported a position in Fidelity MSCI Energy Index ETF in Q4 2024 and has held it in 8 quarters since.
Fischer Financial Services's Fidelity MSCI Energy Index ETF position peaked at $332K in Q1 2025.
115 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.