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

Foundations Investment 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 		$293K Sell
9,914
-626
-6% -$19.9K ﹤0.01% 977
2026
Q1 		$359K Buy
10,540
+203
+2% +$6.04K ﹤0.01% 841
2025
Q4 		$256K Buy
10,337
+571
+6% +$14.1K ﹤0.01% 955
2025
Q3 		$241K Sell
9,766
-515
-5% -$12.5K ﹤0.01% 934
2025
Q2 		$241K Buy
+10,281
New +$236K ﹤0.01% 816

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Foundations Investment Advisors's FENY Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 5.9% in Q2 2026, selling an estimated $19.9K and leaving 9,914 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Foundations Investment Advisors first reported a position in FENY in Q2 2025 and has held it in 5 quarters since. The position peaked at $359K in Q1 2026. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Foundations Investment Advisors held 9,914 shares of Fidelity MSCI Energy Index ETF worth $293K as of Q2 2026.
  • Foundations Investment Advisors sold 626 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $19.9K.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #977 holding.
  • Foundations Investment Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q2 2025 and has held it in 5 quarters since.
  • Foundations Investment Advisors's Fidelity MSCI Energy Index ETF position peaked at $359K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.