U.S. Capital Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

U.S. Capital 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 Q1	$926K	Sell	27,223 -487	-2%	-$14.5K	0.02%	537
2025 Q4	$686K	Hold	27,710	–	–	0.02%	578
2025 Q3	$685K	Buy	27,710 +487	+2%	+$11.8K	0.02%	552
2025 Q2	$638K	Sell	27,223 -2,250	-8%	-$51.6K	0.02%	541
2025 Q1	$753K	Buy	+29,473	New	+$733K	0.02%	485

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

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

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

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

U.S. Capital Wealth Advisors's FENY Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 1.8% in Q1 2026, selling an estimated $14.5K and leaving 27,223 shares worth $926K. The position accounts for 0.02% of the portfolio, ranked #537.

U.S. Capital Wealth Advisors first reported a position in FENY in Q1 2025 and has held it in 5 quarters since. 262 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

U.S. Capital Wealth Advisors held 27,223 shares of Fidelity MSCI Energy Index ETF worth $926K as of Q1 2026.
U.S. Capital Wealth Advisors sold 487 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $14.5K.
Fidelity MSCI Energy Index ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #537 holding.
U.S. Capital Wealth Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2025 and has held it in 5 quarters since.
262 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.