Salomon & Ludwin’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Salomon & Ludwin’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	$11K	Sell	332 -35	-10%	-$1.04K	﹤0.01%	1484
2025 Q4	$9.04K	Hold	367	–	–	﹤0.01%	1503
2025 Q3	$9.05K	Sell	367 -19	-5%	-$460	﹤0.01%	1387
2025 Q2	$9.27K	Hold	386	–	–	﹤0.01%	493
2025 Q1	$9.86K	Hold	386	–	–	﹤0.01%	452
2024 Q4	$9.2K	Hold	386	–	–	﹤0.01%	454
2024 Q3	$9.29K	Sell	386 -20	-5%	-$491	﹤0.01%	464
2024 Q2	$10.2K	Hold	406	–	–	﹤0.01%	444
2024 Q1	$10.5K	Hold	406	–	–	﹤0.01%	552
2023 Q4	$10.1K	Hold	406	–	–	﹤0.01%	493
2023 Q3	$10.1K	Buy	+406	New	+$9.76K	﹤0.01%	492

Other funds holding FENY

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

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 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 London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

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