FFN
FENY icon

Focus Financial Network’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Focus Financial Network’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
2025
Q1 		– Sell
-12,111
Closed -$289K – 692
2024
Q4 		$289K Buy
12,111
+659
+6% +$16.5K 0.01% 562
2024
Q3 		$276K Buy
11,452
+129
+1% +$3.17K 0.01% 571
2024
Q2 		$291K Buy
11,323
+39
+0.3% +$997 0.01% 536
2024
Q1 		$290K Sell
11,284
-104
-0.9% -$2.45K 0.01% 500
2023
Q4 		$262K Sell
11,388
-1,618
-12% -$38.1K 0.01% 610
2023
Q3 		$324K Buy
13,006
+35
+0.3% +$841 0.02% 443
2023
Q2 		$287K Buy
12,971
+109
+0.8% +$2.41K 0.02% 479
2023
Q1 		$289K Sell
12,862
-3,005
-19% -$70K 0.02% 456
2022
Q4 		$378K Buy
15,867
+2,521
+19% +$60.2K 0.03% 328
2022
Q3 		$265K Sell
13,346
-533
-4% -$11.1K 0.02% 392
2022
Q2 		$269K Buy
13,879
+1,797
+15% +$39.3K 0.02% 409
2022
Q1 		$253K Buy
+12,082
New +$227K 0.02% 437

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return