Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SSWG
Seven Springs Wealth Group’s
Fidelity MSCI Energy Index ETF
FENY
Stock Holding History
Seven Springs Wealth Group’s Portfolio
FENY Stock Details
FENY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-820
Closed
-$11K
–
100
2021
Q1
$11K
Hold
820
–
–
0.01%
123
2020
Q4
$8K
Buy
820
+48
+6%
+$440
﹤0.01%
121
2020
Q3
$6K
Buy
772
+74
+11%
+$692
﹤0.01%
121
2020
Q2
$7K
Buy
+698
New
+$6.78K
﹤0.01%
120
2020
Q1
–
Sell
-6,046
Closed
-$97K
–
158
2019
Q4
$97K
Buy
+6,046
New
+$94.8K
0.07%
72
Other funds holding FENY
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
NAM
NorthCoast Asset Management
Greenwich, Connecticut
$2.74B AUM
25.44%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
HWA
Hilltop Wealth Advisors
Chapel Hill, North Carolina
$167M AUM
18.27%
1-Year Est. Return
Lido Advisors
Los Angeles, California
$25.5B AUM
19.2%
1-Year Est. Return
KAS
Kestra Advisory Services
Austin, Texas
$26.4B AUM
21.05%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close