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Stratos Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Stratos Wealth Advisors’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 		$1.49M Sell
50,555
-291
-0.6% -$9.27K 0.08% 227
2026
Q1 		$1.73M Buy
50,846
+15
+0% +$446 0.11% 194
2025
Q4 		$1.26M Sell
50,831
-377
-0.7% -$9.31K 0.06% 282
2025
Q3 		$1.27M Buy
51,208
+1,740
+4% +$42.1K 0.06% 286
2025
Q2 		$1.16M Sell
49,468
-3,105
-6% -$71.2K 0.06% 287
2025
Q1 		$1.34M Buy
52,573
+341
+0.7% +$8.48K 0.07% 260
2024
Q4 		$1.25M Sell
52,232
-288
-0.5% -$7.21K 0.06% 297
2024
Q3 		$1.26M Sell
52,520
-2,182
-4% -$53.6K 0.06% 312
2024
Q2 		$1.37M Buy
54,702
+15
+0% +$384 0.07% 284
2024
Q1 		$1.41M Buy
54,687
+6
+0% +$141 0.08% 256
2023
Q4 		$1.26M Sell
54,681
-338
-0.6% -$7.96K 0.07% 283
2023
Q3 		$1.37M Sell
55,019
-585
-1% -$14.1K 0.09% 246
2023
Q2 		$1.23M Buy
55,604
+672
+1% +$14.8K 0.09% 254
2023
Q1 		$1.23M Buy
54,932
+1,104
+2% +$25.7K 0.09% 247
2022
Q4 		$1.28M Buy
53,828
+351
+0.7% +$8.38K 0.11% 249
2022
Q3 		$1.06M Buy
53,477
+1,447
+3% +$30K 0.11% 237
2022
Q2 		$1.01M Sell
52,030
-4,998
-9% -$109K 0.09% 274
2022
Q1 		$1.19M Sell
57,028
-1,300
-2% -$24.4K 0.1% 248
2021
Q4 		$885K Buy
58,328
+3,464
+6% +$53.8K 0.06% 304
2021
Q3 		$791K Buy
54,864
+461
+0.8% +$6.25K 0.07% 289
2021
Q2 		$802K Buy
54,403
+920
+2% +$13K 0.07% 273
2021
Q1 		$709K Buy
53,483
+1,500
+3% +$18.7K 0.08% 265
2020
Q4 		$528K Buy
51,983
+2,425
+5% +$22.2K 0.07% 241
2020
Q3 		$392K Buy
49,558
+1,850
+4% +$17.3K 0.1% 214
2020
Q2 		$474K Buy
47,708
+36
+0.1% +$350 0.15% 151
2020
Q1 		$358K Buy
47,672
+37,222
+356% +$466K 0.25% 93
2019
Q4 		$167K Buy
+10,450
New +$164K 0.09% 160

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Stratos Wealth Advisors's FENY Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 0.57% in Q2 2026, selling an estimated $9.27K and leaving 50,555 shares worth $1.49M. The position accounts for 0.08% of the portfolio, ranked #227.

Stratos Wealth Advisors first reported a position in FENY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.73M in Q1 2026. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Stratos Wealth Advisors held 50,555 shares of Fidelity MSCI Energy Index ETF worth $1.49M as of Q2 2026.
  • Stratos Wealth Advisors sold 291 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $9.27K.
  • Fidelity MSCI Energy Index ETF made up 0.08% of Stratos Wealth Advisors's portfolio in Q2 2026, its #227 holding.
  • Stratos Wealth Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2019 and has held it in 27 quarters since.
  • Stratos Wealth Advisors's Fidelity MSCI Energy Index ETF position peaked at $1.73M in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.