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

Hilltop Wealth 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 Q1	–	Sell	-534,019	Closed	-$13.2M	–	56
2025 Q4	$13.2M	Buy	534,019 +11,812	+2%	+$292K	6.64%	5
2025 Q3	$12.9M	Buy	+522,207	New	+$12.6M	6.73%	5
2024 Q4	–	Sell	-8,392	Closed	-$202K	–	53
2024 Q3	$202K	Hold	8,392	–	–	0.09%	51
2024 Q2	$211K	Hold	8,392	–	–	0.11%	52
2024 Q1	$217K	Sell	8,392 -531	-6%	-$12.5K	0.11%	48
2023 Q4	$206K	Hold	8,923	–	–	0.12%	40
2023 Q3	$222K	Buy	+8,923	New	+$214K	0.17%	31
2023 Q2	–	Sell	-8,923	Closed	-$200K	–	38
2023 Q1	$200K	Hold	8,923	–	–	0.16%	37
2022 Q4	$213K	Buy	+8,923	New	+$213K	0.18%	38
2022 Q2	–	Sell	-11,097	Closed	-$232K	–	31
2022 Q1	$232K	Sell	11,097 -787,756	-99%	-$14.8M	0.2%	29
2021 Q4	$12.1M	Sell	798,853 -43,502	-5%	-$675K	8.42%	6
2021 Q3	$12.1M	Buy	842,355 +32,664	+4%	+$443K	8.53%	5
2021 Q2	$11.9M	Buy	809,691 +10,499	+1%	+$148K	8.45%	5
2021 Q1	$10.6M	Buy	799,192 +14,139	+2%	+$176K	8.1%	5
2020 Q4	$7.97M	Buy	+785,053	New	+$7.19M	7.1%	5

Other funds holding FENY

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Hilltop Wealth Advisors's FENY Position: Q1 2026 in Review

Hilltop Wealth Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2026, closing a stake of 534,019 shares — an estimated $13.2M sold.

Hilltop Wealth Advisors first reported a position in FENY in Q4 2020 and held it in 15 quarters. The position peaked at $13.2M in Q4 2025. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

Hilltop Wealth Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2026 after selling out during the quarter.
Hilltop Wealth Advisors sold 534,019 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $13.2M.
Hilltop Wealth Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2020 and held it in 15 quarters.
Hilltop Wealth Advisors's Fidelity MSCI Energy Index ETF position peaked at $13.2M in Q4 2025.
257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.