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

Lifeworks 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 		$247K Sell
7,250
-2,474
-25% -$73.6K 0.03% 270
2025
Q4 		$241K Sell
9,724
-186
-2% -$4.59K 0.03% 296
2025
Q3 		$245K Sell
9,910
-5,946
-38% -$144K 0.03% 292
2025
Q2 		$372K Buy
15,856
+2,518
+19% +$57.7K 0.06% 233
2025
Q1 		$341K Buy
13,338
+737
+6% +$18.3K 0.06% 232
2024
Q4 		$300K Buy
12,601
+2,034
+19% +$51K 0.05% 236
2024
Q3 		$254K Buy
+10,567
New +$260K 0.05% 252
2024
Q2 		– Sell
-11,084
Closed -$287K – 228
2024
Q1 		$287K Buy
11,084
+1,624
+17% +$38.2K 0.08% 186
2023
Q4 		$218K Buy
+9,460
New +$223K 0.08% 188

Other funds holding FENY

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Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return