LongView Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

LongView Wealth Management’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 Q3	$347K	Buy	10,222 +509	+5%	+$17.1K	0.08%	163
2026 Q2	$287K	Sell	9,713 -1,663	-15%	-$53K	0.07%	177
2026 Q1	$355K	Buy	11,376 +2,120	+23%	+$63K	0.09%	177
2025 Q4	$237K	Buy	9,256 +442	+5%	+$10.9K	0.06%	232
2025 Q3	$218K	Buy	8,814 +43	+0.5%	+$1.04K	0.06%	215
2025 Q2	$206K	Buy	+8,771	New	+$201K	0.06%	211

Other funds holding FENY

Scheeler Financial LLC West Chester, Ohio $132M AUM

Gimbal Financial Carmel, Indiana $172M AUM

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

LongView Wealth Management's FENY Position: Q3 2026 in Review

LongView Wealth Management increased its Fidelity MSCI Energy Index ETF (FENY) stake by 5.2% in Q3 2026, buying an estimated $17.1K and bringing the position to 10,222 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #163.

LongView Wealth Management first reported a position in FENY in Q2 2025 and has held it in 6 quarters since. The position peaked at $355K in Q1 2026. 62 funds tracked by Wall St. Rank hold FENY as of Q3 2026.

LongView Wealth Management held 10,222 shares of Fidelity MSCI Energy Index ETF worth $347K as of Q3 2026.
LongView Wealth Management bought 509 Fidelity MSCI Energy Index ETF shares in Q3 2026, an estimated $17.1K.
Fidelity MSCI Energy Index ETF made up 0.08% of LongView Wealth Management's portfolio in Q3 2026, its #163 holding.
LongView Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q2 2025 and has held it in 6 quarters since.
LongView Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $355K in Q1 2026.
62 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.