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

Fortis 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
2023
Q2 		– Sell
-246
Closed -$5.53K – 147
2023
Q1 		$5.53K Buy
246
+2
+0.8% +$47 ﹤0.01% 220
2022
Q4 		$5.82K Buy
244
+2
+0.8% +$48 ﹤0.01% 219
2022
Q3 		$5K Sell
242
-7,990
-97% -$166K ﹤0.01% 215
2022
Q2 		$160K Buy
8,232
+87
+1% +$1.9K 0.11% 100
2022
Q1 		$171K Sell
8,145
-788
-9% -$14.8K 0.09% 113
2021
Q4 		$136K Sell
8,933
-2,334
-21% -$36.2K 0.08% 116
2021
Q3 		$162K Sell
11,267
-239
-2% -$3.24K 0.1% 105
2021
Q2 		$170K Sell
11,506
-616
-5% -$8.69K 0.1% 105
2021
Q1 		$161K Buy
+12,122
New +$151K 0.12% 83

Other funds holding FENY

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Charles Schwab San Francisco, California $654B AUM 26.35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return