Secure Asset Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Secure Asset 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 Q2	$450K	Buy	+15,235	New	+$485K	0.06%	204
2023 Q4	–	Sell	-8,586	Closed	-$214K	–	235
2023 Q3	$214K	Sell	8,586 -5,083	-37%	-$122K	0.06%	199
2023 Q2	$303K	Sell	13,669 -8,088	-37%	-$179K	0.09%	148
2023 Q1	$488K	Sell	21,757 -2,290	-10%	-$53.3K	0.16%	117
2022 Q4	$573K	Buy	+24,047	New	+$574K	0.21%	109

Other funds holding FENY

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return