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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 $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Financial Network's FENY Position: Q1 2025 in Review

Focus Financial Network sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2025, closing a stake of 12,111 shares — an estimated $289K sold.

Focus Financial Network first reported a position in FENY in Q1 2022 and held it in 12 quarters. The position peaked at $378K in Q4 2022. 221 funds tracked by Wall St. Rank hold FENY as of Q1 2025.

  • Focus Financial Network reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2025 after selling out during the quarter.
  • Focus Financial Network sold 12,111 Fidelity MSCI Energy Index ETF shares in Q1 2025, an estimated $289K.
  • Focus Financial Network first reported a position in Fidelity MSCI Energy Index ETF in Q1 2022 and held it in 12 quarters.
  • Focus Financial Network's Fidelity MSCI Energy Index ETF position peaked at $378K in Q4 2022.
  • 221 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2025.

Based on Focus Financial Network's 13F filing for Q1 2025, filed 15 Apr 2025.