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Fort Sheridan Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Fort Sheridan 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
2026
Q2 		$315K Hold
10,660
– – 0.03% 232
2026
Q1 		$363K Buy
+10,660
New +$317K 0.04% 214

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Commonwealth Equity Services
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Fort Sheridan Advisors's FENY Position: Q2 2026 in Review

Fort Sheridan Advisors held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 10,660 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #232.

Fort Sheridan Advisors first reported a position in FENY in Q1 2026 and has held it in 2 quarters since. The position peaked at $363K in Q1 2026. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Fort Sheridan Advisors held 10,660 shares of Fidelity MSCI Energy Index ETF worth $315K as of Q2 2026.
  • Fort Sheridan Advisors left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Energy Index ETF made up 0.03% of Fort Sheridan Advisors's portfolio in Q2 2026, its #232 holding.
  • Fort Sheridan Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2026 and has held it in 2 quarters since.
  • Fort Sheridan Advisors's Fidelity MSCI Energy Index ETF position peaked at $363K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.