Gradient Investments’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-1,940	Closed	-$48.7K	–	652
2024 Q2	$48.7K	Buy	+1,940	New	+$49.6K	﹤0.01%	501
2022 Q3	–	Sell	-48	Closed	-$1K	–	1399
2022 Q2	$1K	Buy	+48	New	+$1.05K	﹤0.01%	1124
2022 Q1	–	Sell	-9,622	Closed	-$146K	–	1227
2021 Q4	$146K	Hold	9,622	–	–	﹤0.01%	313
2021 Q3	$139K	Hold	9,622	–	–	﹤0.01%	327
2021 Q2	$142K	Hold	9,622	–	–	﹤0.01%	322
2021 Q1	$127K	Buy	+9,622	New	+$120K	﹤0.01%	330
2020 Q3	–	Sell	-57	Closed	-$1K	–	1164
2020 Q2	$1K	Buy	+57	New	+$553	﹤0.01%	970
2017 Q2	–	Sell	-135	Closed	-$3K	–	823
2017 Q1	$3K	Buy	+135	New	+$2.73K	﹤0.01%	656

Other funds holding FENY

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return