Founders Financial Alliance’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Founders Financial Alliance’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	$19.8K	Hold	670	–	–	﹤0.01%	636
2026 Q1	$22.8K	Hold	670	–	–	﹤0.01%	572
2025 Q4	$16.6K	Hold	670	–	–	﹤0.01%	479
2025 Q3	$16.6K	Hold	670	–	–	﹤0.01%	570
2025 Q2	$15.7K	Hold	670	–	–	﹤0.01%	437
2025 Q1	$17.1K	Hold	670	–	–	﹤0.01%	502
2024 Q4	$16K	Hold	670	–	–	﹤0.01%	453
2024 Q3	$16.1K	Hold	670	–	–	﹤0.01%	462
2024 Q2	$16.8K	Buy	+670	New	+$17.1K	0.01%	447

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Founders Financial Alliance's FENY Position: Q2 2026 in Review

Founders Financial Alliance held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 670 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Founders Financial Alliance first reported a position in FENY in Q2 2024 and has held it in 9 quarters since. The position peaked at $22.8K in Q1 2026. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Founders Financial Alliance held 670 shares of Fidelity MSCI Energy Index ETF worth $19.8K as of Q2 2026.
Founders Financial Alliance left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #636 holding.
Founders Financial Alliance first reported a position in Fidelity MSCI Energy Index ETF in Q2 2024 and has held it in 9 quarters since.
Founders Financial Alliance's Fidelity MSCI Energy Index ETF position peaked at $22.8K in Q1 2026.
246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.