We are live on ! Find out more
FENY icon

Fidelity MSCI Energy Index ETF
FENY

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
101
Charter Oak Capital Management
New Hampshire
$473K +$66.6K +2,862 +16%
SWP
102
Stratos Wealth Partners
Ohio
$436K +$19.3K +828 +4%
BCA
103
Bay Colony Advisors
Massachusetts
$427K +$5.77K +248 +1%
CPA
104
Court Place Advisors
Maryland
$414K +$233 +10 +0.1%
WA
105
WealthTrust Axiom
Pennsylvania
$408K -$5.82K -250 -1%
ACA
106
Atlas Capital Advisors
Wyoming
$398K -$176K -7,551 -30%
BCI
107
Brinker Capital Investments
Pennsylvania
$398K +$413K +17,745 New
OPS
108
Orion Portfolio Solutions
Nebraska
$398K +$413K +17,745 New
LNC
109
Lincoln National Corp
Pennsylvania
$397K -$134K -5,773 -25%
NFG
110
Norris Financial Group
South Carolina
$374K +$16.5K +710 +4%
LWM
111
LJI Wealth Management
Indiana
$368K – – –
FIM
112
Freedom Investment Management
Connecticut
$359K +$160K +6,855 +75%
VWM
113
Venturi Wealth Management
Texas
$350K +$363K +15,576 New
RSWM
114
Robertson Stephens Wealth Management
California
$345K -$50.2K -2,156 -12%
CFGS
115
Concourse Financial Group Securities
Alabama
$322K +$17K +730 +5%
CWM
116
Cornerstone Wealth Management
Missouri
$320K +$332K +14,264 New
BRWA
117
B. Riley Wealth Advisors
Florida
$305K -$13.2K -567 -4%
JWCA
118
J.W. Cole Advisors
Florida
$298K +$1.77K +76 +0.6%
EWA
119
EP Wealth Advisors
California
$292K +$170K +7,289 New
JWM
120
Jackson Wealth Management
Florida
$292K +$302K +12,991 New
FFN
121
Focus Financial Network
Minnesota
$289K -$70K -3,005 -19%
FOFP
122
Fee-Only Financial Planning
South Carolina
$288K -$11.6K -500 -4%
MC
123
Miramar Capital
Illinois
$285K – – –
MHR
124
Matthew Hamilton Rosenberg
$280K – – –
TIA
125
Traphagen Investment Advisors
New Jersey
$278K -$15.7K -675 -5%
3 4
5
6 7