Who owns Fidelity msci energy idx?
- Ticker: FENY
- CUSIP Number: 316092402
Tip: Access positions for across all investors
Analyze quarterly positions in Fidelity msci energy idx with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Fidelity msci energy idx stock
Who bought or sold Fidelity msci energy idx this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Management | 2.3M | $53M | -49% | Dec 2023 |
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| Lido Advisors | 1.6M | $37M | 16% | Dec 2023 |
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| Commonwealth Equity Services | 1.3M | $30M | -25% | Dec 2023 |
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| Bank of America Corporation | 1.1M | $25M | -2% | Dec 2023 |
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| Wells Fargo & Company | 817k | $19M | 28% | Dec 2023 |
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| HighTower Advisors | 803k | $18M | -6% | Dec 2023 |
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| Yarbrough Capital | 712k | $18M | 0% | Mar 2024 |
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| AE Wealth Management | 596k | $14M | 50% | Dec 2023 |
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| Kestra Advisory Services | 574k | $13M | 3% | Dec 2023 |
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| Jpmorgan Chase & Co | 390k | $9.0M | -1% | Dec 2023 |
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| Advisor Group Holdings | 385k | $8.9M | -33% | Dec 2023 |
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| Kestra Private Wealth Services | 360k | $8.3M | -7% | Dec 2023 |
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| UBS Group | 301k | $6.9M | -1% | Dec 2023 |
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| Financial Partners Group | 290k | $6.7M | -5% | Dec 2023 |
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| Agf Management | 218k | $5.0M | 42% | Dec 2023 |
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| Traynor Capital Management | 202k | $5.2M | 3% | Mar 2024 |
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| IFP Advisors | 182k | $4.2M | 7200% | Dec 2023 |
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| Eley Financial Management | 169k | $3.9M | 0% | Dec 2023 |
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| Mariner Wealth Advisors | 166k | $3.8M | -4% | Dec 2023 |
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| Stifel Financial | 160k | $3.7M | -7% | Dec 2023 |
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| Advisory Services Network | 148k | $3.4M | 73% | Dec 2023 |
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| Patriot Financial Group Insurance Agency | 141k | $3.2M | 3% | Dec 2023 |
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| Cambridge Investment Research Advisors | 130k | $3.0M | -13% | Dec 2023 |
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| Win Advisors | 128k | $3.0M | 100% | Dec 2023 |
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| Trail Ridge Investment Advisors | 128k | $2.9M | -5% | Dec 2023 |
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| Citadel Advisors | 105k | $2.4M | 153% | Dec 2023 |
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| RFG Advisory | 97k | $2.5M | -25% | Mar 2024 |
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| VCI Wealth Management | 95k | $2.2M | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 93k | $2.1M | 9% | Dec 2023 |
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| Raymond James & Associates | 85k | $2.0M | 37% | Dec 2023 |
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| Maltin Wealth Management | 77k | $2.0M | 9% | Mar 2024 |
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| Yoder Wealth Management | 73k | $1.7M | 4% | Dec 2023 |
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| Leuthold Weeden Capital Management | 73k | $1.7M | 3% | Dec 2023 |
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| Hanseatic Management Services | 73k | $1.7M | 1% | Dec 2023 |
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| Atria Wealth Solutions | 66k | $1.5M | 5% | Dec 2023 |
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| Royal Bank of Canada | 60k | $1.4M | 19% | Dec 2023 |
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| Jane Street | 57k | $1.3M | 100% | Dec 2023 |
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| Smith, Salley & Associates | 56k | $1.3M | 0% | Dec 2023 |
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| Stratos Wealth Advisors | 55k | $1.4M | 0% | Mar 2024 |
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| Financial Perspectives | 55k | $1.3M | 0% | Dec 2023 |
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| Sigma Planning | 54k | $1.2M | -79% | Dec 2023 |
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| Sinecera Capital | 51k | $1.3M | -60% | Mar 2024 |
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| LYNCH & Associates | 50k | $1.3M | 5% | Mar 2024 |
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| Sheets Smith Wealth Management | 49k | $1.1M | 0% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 47k | $1.1M | 4% | Dec 2023 |
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| EPG Wealth Management | 46k | $1.0M | 2% | Dec 2023 |
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| Western Wealth Management | 44k | $1.0M | -2% | Dec 2023 |
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| Parsons Capital Management | 42k | $977k | 1% | Dec 2023 |
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| Private Advisor | 40k | $910k | -42% | Dec 2023 |
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| Branch Banking & Trust Company | 39k | $909k | -15% | Dec 2023 |
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| Goldman Sachs Group | 39k | $904k | 100% | Dec 2023 |
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| Sunbelt Securities | 36k | $943k | -44% | Mar 2024 |
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| D.A. Davidson & Co. | 36k | $827k | 7% | Dec 2023 |
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| Ambassador Advisors | 34k | $776k | -24% | Dec 2023 |
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| Bank of Marin | 32k | $738k | -8% | Dec 2023 |
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| Integrated Advisors Network | 32k | $735k | 53% | Dec 2023 |
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| Atlas Capital Advisors | 31k | $797k | 15% | Mar 2024 |
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| EP Wealth Advisors | 31k | $707k | 0% | Dec 2023 |
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| Raymond James Financial Services Advisors | 31k | $707k | -9% | Dec 2023 |
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| Virtue Capital Management | 30k | $696k | -39% | Dec 2023 |
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| Capital Investment Advisors | 30k | $771k | -3% | Mar 2024 |
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| Inscription Capital | 30k | $787k | 100% | Mar 2024 |
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| PFG Financial Advisors | 29k | $738k | -9% | Mar 2024 |
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| Fifth Third Securities | 28k | $733k | -31% | Mar 2024 |
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| Park Avenue Securities | 28k | $716k | -3% | Mar 2024 |
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| Core Wealth Partners | 28k | $635k | 3% | Dec 2023 |
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| Financial Freedom | 27k | $615k | 1% | Dec 2023 |
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| Snowden Capital Advisors | 27k | $610k | -3% | Dec 2023 |
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| CAP Partners | 24k | $622k | -9% | Mar 2024 |
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| Able Wealth Management | 24k | $550k | 100% | Dec 2023 |
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| Strategic Advisors | 24k | $549k | 0% | Dec 2023 |
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| Lincoln National | 23k | $533k | -6% | Dec 2023 |
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| J.w. Cole Advisors | 23k | $529k | 115% | Dec 2023 |
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| Principal Securities | 22k | $500k | 100% | Dec 2023 |
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| Galvin, Gaustad & Stein | 22k | $558k | -10% | Mar 2024 |
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| Us Bancorp | 21k | $489k | 1% | Dec 2023 |
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| HPM Partners | 19k | $440k | 100% | Dec 2023 |
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| Harbour Investments | 19k | $435k | 229% | Dec 2023 |
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| GSA Capital Partners | 18k | $418k | 100% | Dec 2023 |
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| Ameritas Advisory Services | 17k | $393k | -47% | Dec 2023 |
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| ValMark Advisers | 17k | $390k | 2% | Dec 2023 |
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| Demars Financial Group | 17k | $383k | -91% | Dec 2023 |
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| Parallel Advisors | 16k | $376k | 0% | Dec 2023 |
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| TrueWealth Advisors | 15k | $355k | -14% | Dec 2023 |
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| Robertson Stephens Wealth Management | 15k | $353k | 0% | Dec 2023 |
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| Court Place Advisors | 15k | $348k | 0% | Dec 2023 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15k | $336k | 0% | Dec 2023 |
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| Brookstone Capital Management | 15k | $374k | -11% | Mar 2024 |
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| Flow Traders US | 14k | $326k | -58% | Dec 2023 |
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| Stratos Wealth Partners | 14k | $365k | -5% | Mar 2024 |
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| Wealthtrust Axiom | 14k | $321k | -10% | Dec 2023 |
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| Coppell Advisory Solutions | 14k | $317k | 100% | Dec 2023 |
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| Charter Oak Capital Management | 14k | $313k | -30% | Dec 2023 |
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| National Asset Management | 14k | $311k | -2% | Dec 2023 |
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| Proequities | 13k | $310M | 1% | Dec 2023 |
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| Fee-Only Financial Planning, L.C. | 13k | $295k | 0% | Dec 2023 |
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| Captrust Financial Advisors | 12k | $286k | 14% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 12k | $321k | -6% | Mar 2024 |
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| One Capital Management | 12k | $280k | -16% | Dec 2023 |
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| Fiduciary Trust Company | 12k | $277k | 0% | Dec 2023 |
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| Creekmur Asset Management | 12k | $265k | 100% | Dec 2023 |
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| Mutual Advisors | 11k | $264k | -30% | Dec 2023 |
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| Rosenberg Matthew Hamilton | 11k | $263k | -9% | Dec 2023 |
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| Focus Financial Network | 11k | $262k | 100% | Dec 2023 |
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| One Wealth Management Investment & Advisory Services | 11k | $243k | 100% | Dec 2023 |
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| Heartwood Wealth Advisors | 10k | $236k | 0% | Dec 2023 |
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| Lifeworks Advisors | 9.5k | $218k | 100% | Dec 2023 |
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| CRA Financial Services | 9.5k | $245k | 0% | Mar 2024 |
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| Townsquare Capital | 9.3k | $224k | 100% | Dec 2023 |
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| Trexquant Investment | 9.2k | $213k | 100% | Dec 2023 |
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| Pathstone Holdings | 9.1k | $210k | 100% | Dec 2023 |
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| Creative Financial Designs | 8.7k | $201k | -1% | Dec 2023 |
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| Hilltop Wealth Advisors | 8.4k | $217k | -6% | Mar 2024 |
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| Spire Wealth Management | 6.0k | $131k | -4% | Dec 2023 |
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| Hartland & Co | 5.7k | $132k | 0% | Dec 2023 |
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| CWM | 4.7k | $122k | 92% | Mar 2024 |
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| Pnc Financial Services | 4.6k | $105k | 4% | Dec 2023 |
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| Ariel Capital Advisors | 3.9k | $90k | 0% | Dec 2023 |
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| Long Island Wealth Management | 3.7k | $85k | 100% | Dec 2023 |
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| Citigroup | 2.7k | $61k | 26490% | Dec 2023 |
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| Beacon Capital Management | 2.5k | $62k | 100% | Dec 2023 |
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| American National Bank | 2.3k | $59k | 83% | Mar 2024 |
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| Franklin Resources | 2.0k | $46k | 0% | Dec 2023 |
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| Fifth Third Bancorp | 1.6k | $38k | -38% | Dec 2023 |
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| Global Retirement Partners | 1.6k | $36k | -1% | Dec 2023 |
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| Cutler | 1.2k | $0 | -69% | Dec 2023 |
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| Nbc Securities | 1.2k | $31k | 100% | Mar 2024 |
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| VitalStone Financial | 1.1k | $24k | -90% | Dec 2023 |
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| Focused Wealth Management | 987.00 | $23k | -1% | Dec 2023 |
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| Venturi Wealth Management | 872.00 | $20k | -97% | Dec 2023 |
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| Archer Investment Corp | 654.00 | $15k | 0% | Dec 2023 |
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| Stone House Investment Management | 636.00 | $15k | -63% | Dec 2023 |
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| Tradewinds Capital Management | 621.00 | $14k | 1% | Dec 2023 |
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| Founders Capital Management | 593.00 | $15k | -20% | Mar 2024 |
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| National Bank Of Canada /fi/ | 590.00 | $14k | 8% | Dec 2023 |
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| Halpern Financial | 500.00 | $13k | 0% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 464.00 | $11k | 100% | Dec 2023 |
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| Salomon & Ludwin | 406.00 | $10k | 0% | Dec 2023 |
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| EverSource Wealth Advisors | 373.00 | $8.6k | 1% | Dec 2023 |
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| Addison Advisors | 353.00 | $8.1k | 0% | Dec 2023 |
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| Element Wealth | 331.00 | $7.6k | 1% | Dec 2023 |
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| Benjamin F. Edwards & Company | 314.00 | $7.0k | 100% | Dec 2023 |
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| Larson Financial Group | 298.00 | $6.9k | 124% | Dec 2023 |
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| Newbridge Financial Services Group | 238.00 | $5.5k | -51% | Dec 2023 |
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| Milestone Group | 229.00 | $5.3k | 20% | Dec 2023 |
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| Mascoma Wealth Management | 209.00 | $4.8k | 0% | Dec 2023 |
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| Beaird Harris Wealth Management | 178.00 | $4.1k | 1% | Dec 2023 |
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| Simplex Trading | 152.00 | $3.0k | -89% | Dec 2023 |
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| Raleigh Capital Management | 138.00 | $3.2k | 100% | Dec 2023 |
|
| Castleview Partners | 129.00 | $3.0k | 100% | Dec 2023 |
|
Who sold out of Fidelity msci energy idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Beaumont Financial Advisors | Sep 2023 | 105k | $2.6M |
| HBW Advisory Services | Sep 2023 | 59k | $1.5M |
| Essex Financial Services | Sep 2023 | 52k | $1.3M |
| Q3 Asset Management | Sep 2023 | 49k | $1.2M |
| Bank Of Montreal | Sep 2023 | 34k | $858k |
| Arete Wealth Advisors | Sep 2023 | 25k | $615k |
| Orion Portfolio Solutions | Sep 2023 | 19k | $483k |
| Birchcreek Wealth Management | Sep 2023 | 9.5k | $236k |
| Secure Asset Management | Sep 2023 | 8.6k | $214k |
| Advisors Preferred | Sep 2023 | 6.6k | $161k |
| Private Ocean | Dec 2023 | 1.1k | $26k |
| Baker Avenue Asset Management | Sep 2023 | 1.0k | $25k |
| Plante Moran Financial Advisors | Sep 2023 | 451.00 | $11k |
| Strengthening Families & Communities | Sep 2023 | 433.00 | $11k |
| Penserra Capital Management | Sep 2023 | 290.00 | $7.0k |