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

Lido 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	$59.7M	Buy	1,755,925 +38,901	+2%	+$1.16M	0.18%	81
2025 Q4	$42.4M	Buy	1,717,024 +3,329	+0.2%	+$82.2K	0.13%	103
2025 Q3	$42.4M	Buy	1,713,695 +151,870	+10%	+$3.67M	0.13%	101
2025 Q2	$36.6M	Buy	1,561,825 +64,451	+4%	+$1.48M	0.14%	91
2025 Q1	$38.3M	Sell	1,497,374 -164,136	-10%	-$4.08M	0.17%	78
2024 Q4	$39.6M	Buy	1,661,510 +40,735	+3%	+$1.02M	0.18%	69
2024 Q3	$39M	Sell	1,620,775 -64,094	-4%	-$1.57M	0.19%	54
2024 Q2	$42.3M	Buy	1,684,869 +35,199	+2%	+$900K	0.24%	46
2024 Q1	$42.7M	Buy	1,649,670 +43,110	+3%	+$1.01M	0.25%	41
2023 Q4	$37M	Buy	1,606,560 +221,868	+16%	+$5.22M	0.25%	43
2023 Q3	$34.5M	Sell	1,384,692 -164,973	-11%	-$3.96M	0.26%	43
2023 Q2	$34.3M	Buy	1,549,665 +68,064	+5%	+$1.5M	0.25%	43
2023 Q1	$33.2M	Buy	1,481,601 +89,563	+6%	+$2.08M	0.32%	37
2022 Q4	$33.2M	Buy	1,392,038 +86,097	+7%	+$2.05M	0.4%	30
2022 Q3	$25.9M	Buy	1,305,941 +58,247	+5%	+$1.21M	0.33%	33
2022 Q2	$24.2M	Buy	1,247,694 +231,684	+23%	+$5.06M	0.32%	38
2022 Q1	$21.3M	Buy	1,016,010 +15,585	+2%	+$293K	0.24%	46
2021 Q4	$15.2M	Buy	1,000,425 +38,636	+4%	+$600K	0.17%	73
2021 Q3	$13.9M	Buy	961,789 +215,036	+29%	+$2.92M	0.19%	66
2021 Q2	$11M	Sell	746,753 -176,297	-19%	-$2.49M	0.15%	82
2021 Q1	$12.2M	Buy	923,050 +275,469	+43%	+$3.43M	0.21%	62
2020 Q4	$6.57M	Buy	647,581 +109,728	+20%	+$1M	0.14%	94
2020 Q3	$4.25M	Buy	537,853 +15,899	+3%	+$149K	0.11%	106
2020 Q2	$5.18M	Buy	521,954 +3,107	+0.6%	+$30.2K	0.16%	88
2020 Q1	$3.9M	Buy	518,847 +35,780	+7%	+$448K	0.17%	81
2019 Q4	$7.73M	Sell	483,067 -10,774	-2%	-$169K	0.31%	50
2019 Q3	$7.77M	Buy	493,841 +57,582	+13%	+$931K	0.39%	44
2019 Q2	$7.5M	Buy	436,259 +94,121	+28%	+$1.64M	0.43%	41
2019 Q1	$6.18M	Buy	342,138 +46,492	+16%	+$816K	0.4%	42
2018 Q4	$4.62M	Buy	295,646 +6,611	+2%	+$123K	0.46%	36
2018 Q3	$6.15M	Buy	289,035 +89,897	+45%	+$1.89M	0.6%	29
2018 Q2	$4.23M	Buy	199,138 +70,656	+55%	+$1.46M	0.49%	33
2018 Q1	$2.4M	Buy	128,482 +38,013	+42%	+$745K	0.33%	50
2017 Q4	$1.81M	Buy	90,469 +17,205	+23%	+$328K	0.26%	57
2017 Q3	$1.38M	Buy	73,264 +33,039	+82%	+$594K	0.22%	60
2017 Q2	$723K	Buy	40,225 +10,152	+34%	+$190K	0.15%	85
2017 Q1	$569K	Buy	30,073 +16,915	+129%	+$343K	0.16%	94
2016 Q4	$279K	Buy	+13,158	New	+$267K	0.07%	140

Other funds holding FENY

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Lido Advisors's FENY Position: Q1 2026 in Review

Lido Advisors increased its Fidelity MSCI Energy Index ETF (FENY) stake by 2.3% in Q1 2026, buying an estimated $1.16M and bringing the position to 1,755,925 shares worth $59.7M. The position accounts for 0.18% of the portfolio, ranked #81.

Lido Advisors first reported a position in FENY in Q4 2016 and has held it in 38 quarters since. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

Lido Advisors held 1,755,925 shares of Fidelity MSCI Energy Index ETF worth $59.7M as of Q1 2026.
Lido Advisors bought 38,901 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $1.16M.
Fidelity MSCI Energy Index ETF made up 0.18% of Lido Advisors's portfolio in Q1 2026, its #81 holding.
Lido Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2016 and has held it in 38 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.