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Fidelity MSCI Energy Index ETF
FENY

Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$102M +$53.9M +2,437,866 +112%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$39.1M -$3.65M -165,362 -9%
Lido Advisors
3
Lido Advisors
California
$34.3M +$1.5M +68,064 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.3M -$8.04M -363,964 -23%
Bank of America
5
Bank of America
North Carolina
$24.6M +$18.5M +837,645 +306%
KAS
6
Kestra Advisory Services
Texas
$17.4M +$5.08K +230 +0%
HighTower Advisors
7
HighTower Advisors
Illinois
$17.3M -$4.3M -194,744 -20%
Wells Fargo
8
Wells Fargo
California
$16.7M +$4.43M +200,321 +36%
YC
9
Yarbrough Capital
Tennessee
$15.8M – – –
Osaic Holdings
10
Osaic Holdings
Arizona
$13.4M -$5.52M -250,080 -29%
Jane Street
11
Jane Street
New York
$10.3M +$5.26M +237,911 +106%
KPWS
12
Kestra Private Wealth Services
Texas
$8.58M +$3.65M +165,422 +75%
LPL Financial
13
LPL Financial
California
$8.33M +$1.74M +78,639 +26%
FPGK
14
Financial Partners Group (Kansas)
Kansas
$7.47M +$1.31M +59,331 +23%
AWM
15
AE Wealth Management
Kansas
$7.42M +$1.12M +50,538 +18%
JP Morgan Chase
16
JP Morgan Chase
New York
$6.91M +$3.66M +165,691 +113%
Morgan Stanley
17
Morgan Stanley
New York
$5.95M -$1.49M -67,363 -20%
UBS Group
18
UBS Group
Switzerland
$5.65M +$4.35M +197,030 +341%
SPC
19
Sigma Planning Corp
Michigan
$5.16M -$152K -6,894 -3%
CCM
20
Cutler Capital Management
Massachusetts
$4.82M +$359K +16,231 +8%
KIA
21
KCM Investment Advisors
California
$4.77M -$156K -7,064 -3%
DFG
22
Demars Financial Group
Washington
$4.62M -$34.9K -1,582 -0.8%
TCM
23
Traynor Capital Management
Pennsylvania
$4.42M -$210K -9,497 -5%
CW
24
Connectus Wealth
Ohio
$4.34M +$148K +6,705 +4%
Prudential Financial
25
Prudential Financial
New Jersey
$4.28M -$1.2M -54,191 -22%
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