BOLTON SECURITIES CORPORATION’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

BOLTON SECURITIES CORPORATION’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
2025 Q3	$7.24K	Buy	+293	New	+$7.09K	﹤0.01%	1623

Other funds holding FENY

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

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

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

Hilltop Wealth Advisors Chapel Hill, North Carolina $202M AUM 24.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FENY Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q3 2025: 293 shares worth $7.24K. The stake represents ﹤0.01% of the portfolio and ranks #1623 among its holdings.

218 funds tracked by Wall St. Rank hold FENY as of Q3 2025.

BOLTON SECURITIES CORPORATION held 293 shares of Fidelity MSCI Energy Index ETF worth $7.24K as of Q3 2025.
Fidelity MSCI Energy Index ETF was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #1623 holding.
218 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.