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Syntax Research’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Syntax Research’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 		– Sell
-81,150
Closed -$2.01M – 177
2025
Q4 		$2.01M Buy
81,150
+4,164
+5% +$103K 1.24% 31
2025
Q3 		$1.9M Buy
+76,986
New +$1.86M 1.22% 28

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B 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
LPL Financial San Diego, California $377B 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
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Syntax Research's FENY Position: Q1 2026 in Review

Syntax Research sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2026, closing a stake of 81,150 shares — an estimated $2.01M sold.

Syntax Research first reported a position in FENY in Q3 2025 and held it in 2 quarters. The position peaked at $2.01M in Q4 2025. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

  • Syntax Research reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2026 after selling out during the quarter.
  • Syntax Research sold 81,150 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $2.01M.
  • Syntax Research first reported a position in Fidelity MSCI Energy Index ETF in Q3 2025 and held it in 2 quarters.
  • Syntax Research's Fidelity MSCI Energy Index ETF position peaked at $2.01M in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Syntax Research's 13F filing for Q1 2026, filed 24 Apr 2026.