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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Secure Asset Management's FENY Position: Q2 2026 in Review

Secure Asset Management opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q2 2026: 15,235 shares worth $450K. The stake represents 0.06% of the portfolio and ranks #204 among its holdings. This is a return to the name: Secure Asset Management previously reported a position in FENY as recently as Q3 2023.

Secure Asset Management first reported a position in FENY in Q4 2022 and has held it in 5 quarters since. The position peaked at $573K in Q4 2022. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Secure Asset Management held 15,235 shares of Fidelity MSCI Energy Index ETF worth $450K as of Q2 2026.
Fidelity MSCI Energy Index ETF was a new Secure Asset Management position in Q2 2026.
Fidelity MSCI Energy Index ETF made up 0.06% of Secure Asset Management's portfolio in Q2 2026, its #204 holding.
Secure Asset Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2022 and has held it in 5 quarters since.
Secure Asset Management's Fidelity MSCI Energy Index ETF position peaked at $573K in Q4 2022.
248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.