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Independent Financial Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Independent Financial Group’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
-8,149
Closed -$204K – 1152
2024
Q2 		$204K Buy
+8,149
New +$208K 0.01% 1017
2023
Q2 		– Sell
-10,596
Closed -$238K – 891
2023
Q1 		$238K Sell
10,596
-525
-5% -$12.2K 0.02% 708
2022
Q4 		$265K Buy
+11,121
New +$265K 0.02% 600

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Financial Group's FENY Position: Q3 2024 in Review

Independent Financial Group sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2024, closing a stake of 8,149 shares — an estimated $204K sold.

Independent Financial Group first reported a position in FENY in Q4 2022 and held it in 3 quarters. The position peaked at $265K in Q4 2022. 204 funds tracked by Wall St. Rank hold FENY as of Q3 2024.

  • Independent Financial Group reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2024 after selling out during the quarter.
  • Independent Financial Group sold 8,149 Fidelity MSCI Energy Index ETF shares in Q3 2024, an estimated $204K.
  • Independent Financial Group first reported a position in Fidelity MSCI Energy Index ETF in Q4 2022 and held it in 3 quarters.
  • Independent Financial Group's Fidelity MSCI Energy Index ETF position peaked at $265K in Q4 2022.
  • 204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.