Fidelity MSCI Energy IndexFENYETF
13F holders, Q1 2026 (March 31)261holders +41
65new positions
19sold out
4famous investors
$34.04avg. 13F price*
At the end of Q1 2026, 261 institutions reported holding Fidelity MSCI Energy Index (FENY) in their 13F filings, up 41 from Q4 2025. 65 opened new positions and 19 sold out. The largest holders were Charles Schwab Investment Management Inc. ($81.8M), Lido Advisors, LLC ($59.7M) and BNP Paribas Financial Markets ($50.9M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity MSCI Energy Index
- CUSIP
- 316092402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $166.2M |
| Exits | 19 | $22.8M |
All 13F filers, Q4 2025 → Q1 2026: 9,758,479 shares bought and 1,458,435 shares sold, net +8,300,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| Charles Schwab Investment Management Inc. | 0.01% | New | 2,403,629 | $81.8M |
| Lido Advisors, LLC | 0.24% | Add +2.3% | 1,755,925 | $59.7M |
| BNP Paribas Financial Markets | 0.03% | Add +326.3% | 1,496,303 | $50.9M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -0.8% | 1,276,388 | $43.4M |
| HighTower Advisors, LLC | 0.04% | Add +45.4% | 1,039,577 | $35.4M |
| LPL Financial LLC | 0.01% | Add +12.4% | 928,815 | $31.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +65.8% | 894,428 | $30.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +38.0% | 856,269 | $29.1M |
| Marshall Wace, LLP | 0.03% | New | 809,088 | $27.5M |
| Vicus Capital | 2.01% | Add +2690.9% | 803,382 | $27.3M |
| Agf Management Ltd. | 0.11% | Add +211.4% | 731,061 | $24.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1026.0% | 437,184 | $15.0M |
| Wells Fargo & Company | 0.00% | Reduce -5.8% | 429,647 | $14.6M |
| Cetera Investment Advisers | 0.02% | Add +29.4% | 428,397 | $14.6M |
| AE Wealth Management LLC | 0.06% | Add +144.6% | 333,033 | $11.3M |
| Independence Financial Advisors, LLC | 3.24% | New | 317,691 | $10.8M |
| Cutler Capital Management, LLC | 3.05% | Reduce -2.9% | 267,315 | $9.1M |
| Morgan Stanley | 0.00% | Add +2.1% | 245,087 | $8.3M |
| Bank of America Corp. | 0.00% | Add +15.6% | 238,526 | $8.1M |
| Quadrature Capital Ltd | 0.09% | New | 231,107 | $7.9M |
| Private Advisor Group, LLC | 0.04% | Add +4.7% | 228,035 | $7.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -19.0% | 211,020 | $7.2M |
| Tudor Investment Corporation | 0.04% | Add +218.8% | 199,238 | $6.8M |
| Ameriprise Financial Inc. | 0.00% | Add +0.5% | 197,000 | $6.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +10.3% | 189,088 | $6.4M |
| AssuredPartners Investment Advisors, LLC | 0.66% | New | 182,693 | $6.1M |
| Composition Wealth, LLC | 0.08% | Add +2.0% | 167,558 | $5.7M |
| Eley Financial Management, Inc | 1.98% | Add +0.3% | 161,414 | $5.5M |
| Financial Partners Group, Inc | 0.63% | Add +34.4% | 154,213 | $5.2M |
| Bank of New York Mellon Corp | 0.00% | Add +131.3% | 152,762 | $5.2M |
| SageGuard Financial Group, LLC | 0.79% | Add +113.6% | 150,796 | $5.1M |
| Traynor Capital Management, Inc. | 0.30% | Add +0.1% | 146,975 | $5.1M |
| KCM Investment Advisors LLC | 0.15% | Reduce -15.4% | 131,963 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +10.2% | 129,903 | $4.4M |
| Maltin Wealth Management, Inc. | 1.62% | Add +12.2% | 124,946 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.0% | 124,511 | $4.2M |
| Stifel Financial Corp. | 0.00% | Add +6.0% | 117,352 | $4.0M |
| Yoder Wealth Management, Inc. | 1.75% | Reduce -7.7% | 112,557 | $3.8M |
| Trail Ridge Investment Advisors, LLC | 1.64% | Add +1.5% | 110,839 | $3.8M |
| FMR LLC | 0.00% | Add +15.7% | 106,754 | $3.6M |
| Jacobi Capital Management LLC | 0.20% | Reduce -0.1% | 106,107 | $3.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -19.1% | 103,376 | $3.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +65.3% | 98,602 | $3.4M |
| Wealth Quarterback LLC | 1.15% | Reduce -5.5% | 85,709 | $2.9M |
| UBS Group AG | 0.00% | Reduce -48.0% | 81,487 | $2.8M |
| Procyon Advisors, LLC | 0.13% | New | 75,764 | $2.6M |
| Royal Bank of Canada | 0.00% | Reduce -16.5% | 74,914 | $2.5M |
| Snowden Capital Advisors LLC | 0.07% | Add +183.1% | 73,253 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.3% | 68,981 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -0.2% | 63,056 | $2.1M |
| Aspetuck Financial Management LLC | 1.46% | Reduce -0.3% | 62,629 | $2.1M |
| Beaumont Financial Advisors, LLC | 0.14% | Reduce -12.6% | 60,946 | $2.1M |
| Lynch & Associates | 0.38% | Add +0.1% | 59,179 | $2.0M |
| Sunbelt Securities, Inc. | 0.12% | Reduce -1.1% | 57,501 | $2.0M |
| Financial Perspectives, Inc | 0.54% | Add +0.5% | 56,920 | $1.9M |
| Northern Trust Corp. | 0.00% | Reduce -8.2% | 56,206 | $1.9M |
| GTS Securities LLC | 0.07% | New | 55,533 | $1.9M |
| Park Avenue Securities LLC | 0.01% | Add +39.5% | 52,795 | $1.8M |
| NorthCoast Asset Management LLC | 0.04% | New | 52,730 | $1.8M |
| Bravias Capital Group, LLC | 1.13% | Add +24.8% | 50,922 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +0.0% | 50,846 | $1.7M |
| Bellwether Advisors, LLC | 0.29% | New | 50,694 | $1.7M |
| Prelude Capital Management, LLC | 0.13% | New | 50,000 | $1.7M |
| Q3 Asset Management | 0.40% | New | 48,753 | $1.7M |
| Smith Salley Wealth Management | 0.08% | Add +1.4% | 48,705 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | New | 46,873 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +1.6% | 42,952 | $1.5M |
| Glass Jacobson Investment Advisors llc | 0.49% | Add +3.4% | 41,497 | $1.4M |
| Penobscot Wealth Management | 0.42% | New | 41,466 | $1.4M |
| Merit Financial Group, LLC | 0.01% | New | 40,952 | $1.4M |
| RFP Financial Group LLC | 0.75% | New | 40,655 | $1.4M |
| Arkadios Wealth Advisors | 0.02% | Reduce -19.0% | 39,788 | $1.4M |
| Parsons Capital Management Inc. | 0.06% | Reduce -2.2% | 39,350 | $1.3M |
| Sheets Smith Wealth Management | 0.15% | Reduce -0.9% | 38,847 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Reduce -37.6% | 37,328 | $1.3M |
| Renaissance Technologies | 0.00% | New | 36,500 | $1.2M |
| EPG Wealth Management LLC | 0.33% | Reduce -21.5% | 35,454 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +20.7% | 34,974 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -65.7% | 34,827 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.6% | 33,800 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Reduce -0.3% | 33,113 | $1.1M |
| Citigroup Inc. | 0.00% | Add +6.5% | 33,051 | $1.1M |
| Creative Planning | 0.00% | Add +22.3% | 30,374 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 30,002 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +53.9% | 28,225 | $982K |
| Jane Street Group, LLC | 0.00% | Add +156.5% | 28,659 | $975K |
| Boothbay Fund Management, LLC | 0.02% | New | 28,600 | $973K |
| Financial Freedom, LLC | 0.48% | Add +0.6% | 28,556 | $971K |
| Principal Securities, Inc. | 0.01% | Add +15.2% | 27,681 | $942K |
| OneAscent Financial Services LLC | 0.05% | Add +0.0% | 27,461 | $934K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -1.8% | 27,223 | $926K |
| Bank of Marin | 0.65% | Reduce -0.2% | 26,199 | $891K |
| Certified Advisory Corp | 0.08% | New | 25,066 | $853K |
| Heck Capital Advisors, LLC | 0.06% | Reduce -56.0% | 24,514 | $834K |
| KDK Private Wealth Management, LLC | 0.74% | Reduce -0.9% | 23,857 | $812K |
| Valmark Advisers, Inc. | 0.01% | No change | 23,643 | $804K |
| Sigma Planning Corp | 0.02% | Add +30.2% | 23,551 | $801K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -8.3% | 23,318 | $793K |
| Harbour Investments, Inc. | 0.01% | Add +62.9% | 23,230 | $790K |
| Roxbury Financial LLC | 0.70% | Add +6.3% | 22,947 | $781K |
| Summit Financial, LLC | 0.01% | Reduce -3.7% | 22,378 | $761K |
| Castleview Partners, LLC | 0.39% | Add +4.2% | 22,211 | $756K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -14.3% | 22,444 | $742K |
| Essex Financial Services, Inc. | 0.04% | New | 21,722 | $739K |
| Smith Shellnut Wilson LLC | 0.32% | Add +148.8% | 21,405 | $728K |
| Transamerica Financial Advisors, LLC | 0.06% | Add +213.7% | 20,631 | $702K |
| Western Wealth Management, LLC | 0.03% | New | 20,040 | $682K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.0% | 19,960 | $679K |
| Integrity Alliance, Llc. | 0.02% | New | 19,148 | $651K |
| Jacobs Equity LLC | 0.58% | Add +25.8% | 18,982 | $646K |
| Core Wealth Partners LLC | 0.30% | Add +1.9% | 18,907 | $643K |
| American National Bank & Trust | 0.06% | Reduce -18.7% | 18,655 | $635K |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.3% | 18,407 | $626K |
| HBW Advisory Services LLC | 0.07% | New | 18,280 | $622K |
| Sanctuary Advisors, LLC | 0.00% | Add +99.1% | 17,642 | $600K |
| Blue Capital, Inc. | 0.39% | New | 17,377 | $591K |
| Balyasny Asset Management L.P. | 0.00% | New | 17,233 | $586K |
| Strategic Advisors LLC | 0.10% | Add +0.3% | 16,970 | $577K |
| CAP Partners, LLC | 0.32% | Add +6.7% | 16,787 | $571K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Reduce -2.6% | 16,604 | $565K |
| Atlas Capital Advisors Inc. | 0.06% | Add +1.9% | 16,307 | $555K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -2.7% | 16,109 | $548K |
| MAI Capital Management | 0.00% | Reduce -5.2% | 15,956 | $543K |
| Cwm, LLC | 0.00% | Add +10.2% | 15,887 | $540K |
| Sweeney & Michel, LLC | 0.16% | Reduce -7.4% | 16,921 | $540K |
| Wilkins Miller Wealth Management, LLC | 0.33% | Add +0.5% | 15,806 | $538K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -0.7% | 15,373 | $523K |
| Elevation Wealth Management LLC | 0.46% | Add +5.7% | 14,646 | $498K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 13,504 | $459K |
| Freedom Investment Management, Inc. | 0.13% | Reduce -0.1% | 13,230 | $450K |
| OneDigital Investment Advisors LLC | 0.00% | New | 12,964 | $441K |
| Truist Financial Corp. | 0.00% | Add +18.4% | 12,607 | $429K |
| Gateway Wealth Partners, LLC | 0.02% | New | 12,508 | $426K |
| LJI Wealth Management, LLC | 0.07% | Add +0.8% | 12,270 | $417K |
| Meridian Wealth Management, LLC | 0.01% | Add +14.8% | 12,183 | $414K |
| TrueWealth Advisors, LLC | 0.10% | No change | 12,086 | $411K |
| Fiduciary Trust Co | 0.00% | No change | 12,010 | $409K |
| RFG Advisory, LLC | 0.01% | New | 11,831 | $402K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 11,765 | $400K |
| Cedarwood Wealth LLC | 0.40% | Add +0.1% | 11,763 | $400K |
| AQR Capital Management | 0.00% | New | 11,621 | $395K |
| Rosenberg Matthew Hamilton | 0.08% | No change | 11,394 | $388K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +195.9% | 10,952 | $373K |
| AA Financial Advisors, LLC | 0.05% | Reduce -48.9% | 10,784 | $367K |
| Fort Sheridan Advisors LLC | 0.04% | New | 10,660 | $363K |
| Foundations Investment Advisors, LLC | 0.00% | Add +2.0% | 10,540 | $359K |
| LongView Wealth Management | 0.09% | Add +22.9% | 11,376 | $355K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -31.9% | 10,673 | $350K |
| Arete Wealth Advisors, LLC | 0.03% | New | 10,218 | $348K |
| Headlands Technologies LLC | 0.04% | Reduce -77.6% | 10,192 | $347K |
| WealthTrust Axiom LLC | 0.08% | Reduce -2.9% | 10,050 | $342K |
| Parker Investment Management, LLC | 0.05% | New | 9,991 | $340K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.2% | 9,779 | $333K |
| Quantinno Capital Management LP | 0.00% | New | 9,605 | $327K |
| Fee-Only Financial Planning, L.C. | 0.19% | Reduce -21.4% | 9,290 | $316K |
| Brighton Jones LLC | 0.01% | New | 9,276 | $316K |
| Investmark Advisory Group LLC | 0.13% | Add +0.3% | 8,998 | $306K |
| Traphagen Investment Advisors LLC | 0.02% | Add +0.6% | 8,997 | $306K |
| CRA Financial Services, LLC | 0.04% | Reduce -5.4% | 8,825 | $300K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.0% | 8,724 | $297K |
| Fischer Financial Services, Inc. | 0.10% | No change | 8,650 | $294K |
| Modera Wealth Management, LLC | 0.00% | New | 8,636 | $294K |
| BCS Wealth Management | 0.06% | Reduce -50.0% | 8,603 | $293K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 8,291 | $282K |
| Instrumental Wealth, LLC | 0.17% | Add +0.6% | 8,026 | $273K |
| Mission Wealth Management, LP | 0.01% | Reduce -19.6% | 7,900 | $269K |
| Crestwood Advisors Group, LLC | 0.00% | New | 7,725 | $263K |
| Monte Financial Group, LLC | 0.09% | New | 7,319 | $249K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -25.4% | 7,250 | $247K |
| Wealth Dimensions Group, Ltd. | 0.05% | New | 7,247 | $247K |
| Equitable Holdings, Inc. | 0.00% | Add +4.5% | 9,858 | $244K |
| Brookstone Capital Management | 0.00% | New | 7,168 | $244K |
| Captrust Financial Advisors | 0.00% | New | 6,786 | $231K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -42.1% | 6,737 | $229K |
| Redwood Financial Network Corp | 0.15% | New | 6,733 | $229K |
| VCI Wealth Management LLC | 0.06% | Reduce -21.9% | 6,557 | $223K |
| Calton & Associates, Inc. | 0.03% | New | 6,458 | $220K |
| HUB Investment Partners, LLC | 0.01% | New | 6,297 | $214K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | No change | 6,291 | $214K |
| Almanack Investment Partners, LLC. | 0.03% | New | 6,044 | $206K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +28.7% | 5,863 | $199K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 5,734 | $195K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -90.3% | 4,839 | $165K |
| Creative Financial Designs Inc. | 0.01% | Add +0.0% | 4,722 | $161K |
| LRI Investments, LLC | 0.01% | No change | 4,536 | $154K |
| CX Institutional | 0.00% | Reduce -18.7% | 4,098 | $139K |
| Burk Holdings LLC | 0.05% | New | 3,641 | $124K |
| MCF Advisors LLC | 0.00% | Reduce -22.4% | 3,292 | $112K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,936 | $100K |
| IFP Advisors, Inc | 0.00% | Add +0.5% | 2,584 | $88K |
| Fifth Third Bancorp | 0.00% | Add +157.5% | 2,575 | $88K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -3.8% | 2,557 | $87K |
| Nvest Wealth Strategies, Inc. | 0.06% | No change | 2,500 | $85K |
| Lanark Financial, Inc. | 0.01% | Add +7.3% | 2,403 | $82K |
| Global Trust Asset Management, LLC | 0.03% | New | 2,300 | $78K |
| Godfrey Financial Associates, Inc. | 0.06% | No change | 1,964 | $67K |
| Advisors Preferred, LLC | 0.01% | New | 1,733 | $59K |
| BlackRock, Inc. | 0.00% | New | 1,606 | $55K |
| Simplex Trading, LLC | 0.00% | New | 1,591 | $54K |
| Larson Financial Group LLC | 0.00% | Reduce -27.1% | 1,542 | $52K |
| IMA Advisory Services, Inc. | 0.01% | No change | 1,501 | $51K |
| Align Financial, LLC | 0.03% | Reduce -96.0% | 1,445 | $49K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,300 | $44K |
| Bernard Wealth Management Corp. | 0.02% | No change | 1,263 | $43K |
| Sage Mountain Advisors LLC | 0.00% | No change | 1,200 | $41K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 1,004 | $34K |
| Vanguard National Trust Co | 0.00% | — | 1,000 | $34K |
| Signature Equity Partners, LLC | 0.02% | Add +0.6% | 888 | $30K |
| Avion Wealth | 0.01% | No change | 798 | $27K |
| Gables Capital Management Inc. | 0.01% | No change | 701 | $24K |
| Holos Integrated Wealth LLC | 0.01% | New | 700 | $23K |
| Arax Advisory Partners | 0.00% | No change | 674 | $23K |
| Founders Financial Alliance, LLC | 0.00% | No change | 670 | $23K |
| Tradewinds Capital Management, LLC | 0.00% | Add +0.5% | 664 | $23K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 606 | $21K |
| Archer Investment Corp | 0.00% | No change | 604 | $21K |
| Allworth Financial LP | 0.00% | Add +0.5% | 603 | $21K |
| Founders Capital Management | 0.01% | No change | 593 | $20K |
| Mountain Hill Investment Partners Corp. | 0.01% | Add +0.6% | 503 | $17K |
| HighMark Wealth Management LLC | 0.01% | No change | 500 | $17K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 500 | $17K |
| Pflug Koory, LLC | 0.01% | No change | 490 | $17K |
| Strengthening Families & Communities, LLC | 0.00% | New | 433 | $15K |
| Meramec Financial Planners, LLC | 0.01% | New | 463 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.5% | 387 | $13K |
| Addison Advisors LLC | 0.00% | No change | 353 | $12K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -9.5% | 332 | $11K |
| Rossby Financial, LCC | 0.00% | No change | 324 | $11K |
| Principia Wealth Advisory, LLC | 0.01% | Reduce -75.7% | 305 | $10K |
| Abound Wealth Management | 0.00% | New | 304 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 300 | $10K |
| Decker Retirement Planning Inc. | 0.00% | No change | 265 | $9K |
| Spire Wealth Management | 0.00% | Add +2.5% | 248 | $8K |
| Mascoma Wealth Management LLC | 0.00% | No change | 209 | $7K |
| NorthAvenue LLC | 0.01% | No change | 208 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 208 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | New | 200 | $7K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 191 | $6K |
| Roble, Belko & Company, Inc | 0.00% | No change | 168 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -60.3% | 163 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 152 | $5K |
| Triumph Capital Management | 0.00% | New | 121 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 106 | $4K |
| Nova Wealth Management, Inc. | 0.00% | Add +0.0% | 105 | $4K |
| Vision Financial Markets LLC | 0.00% | No change | 104 | $4K |
| Truvestments Capital LLC | 0.00% | New | 80 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 77 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 65 | $2K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 50 | $2K |
| Operose Advisors LLC | 0.00% | New | 50 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 50 | $2K |
| Assetmark, Inc. | 0.00% | No change | 50 | $2K |
| WealthShield Partners, LLC | 0.00% | New | 46 | $2K |
| Bank of Montreal | 0.00% | Reduce -38.6% | 43 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 42 | $1K |
| Bullock Wealth Management Group | 0.00% | No change | 38 | $1K |
| GHP Investment Advisors, Inc. | 0.00% | New | 25 | $851 |
| Activest Wealth Management | 0.00% | Add +4.5% | 23 | $767 |
| Destiny Wealth Partners, LLC | 0.00% | New | 10 | $340 |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $328 |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 3 | $102 |
"% of holder's portfolio" is FENY's weight in each manager's 13F, not the share of Fidelity MSCI Energy Index the manager owns.