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Fidelity msci energy idx shares owned by AA Financial Advisors

Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by AA Financial Advisors from 13F filings

Historical chart of AA Financial Advisors investment in Fidelity msci energy idx

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci energy idx held by AA Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci energy idx by AA Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $245k 9.5k 25.87

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Capital Group Dividend Value Shs Creation Uni (CGDV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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View all positions for AA Financial Advisors

Top funds holding Fidelity msci energy idx

FMR
Charles Schwab Investment Management
Lido Advisors
Commonwealth Equity Services
Envestnet Asset Management
HighTower Advisors
Northwestern Mutual Wealth Management Company
Yarbrough Capital
Wells Fargo & Company
Kestra Advisory Services
AE Wealth Management
UBS Group
LPL Financial
Kestra Private Wealth Services
Bank of America Corporation

View all funds holding Fidelity msci energy idx