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 |
|---|---|---|---|---|---|
| Lido Advisors | 1.7M | $42M | 2% | Jun 2024 |
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| Commonwealth Equity Services | 1.3M | $32M | 3% | Sep 2024 |
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| Envestnet Asset Management | 1.1M | $26M | 0% | Sep 2024 |
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| HighTower Advisors | 879k | $22M | 9% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 749k | $18M | -5% | Sep 2024 |
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| Yarbrough Capital | 712k | $17M | 0% | Sep 2024 |
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| Agf Management | 697k | $17M | 246% | Sep 2024 |
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| Kestra Advisory Services | 619k | $15M | -7% | Sep 2024 |
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| Wells Fargo & Company | 610k | $15M | -3% | Sep 2024 |
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| LPL Financial | 334k | $8.1M | -6% | Sep 2024 |
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| Cetera Investment Advisers | 278k | $7.0M | 34% | Jun 2024 |
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| Cutler Capital Management | 262k | $6.3M | 7% | Sep 2024 |
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| Financial Partners Group | 242k | $5.8M | -6% | Sep 2024 |
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| Private Advisor | 215k | $5.2M | -1% | Sep 2024 |
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| Advisor Group Holdings | 212k | $5.1M | 21% | Sep 2024 |
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| Traynor Capital Management | 206k | $5.0M | -2% | Sep 2024 |
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| Morgan Stanley | 205k | $5.1M | 8% | Jun 2024 |
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| KCM Investment Advisors | 199k | $4.8M | 0% | Sep 2024 |
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| Bank of America Corporation | 178k | $4.3M | 35% | Sep 2024 |
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| Wealth Quarterback | 173k | $4.2M | 2% | Sep 2024 |
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| Goss Wealth Management | 169k | $4.2M | 12% | Jun 2024 |
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| Eley Financial Management | 169k | $4.1M | -1% | Sep 2024 |
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| Kestra Private Wealth Services | 161k | $3.9M | -43% | Sep 2024 |
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| Kovitz Investment Group Partners | 157k | $3.8M | -24% | Sep 2024 |
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| Advisory Services Network | 143k | $3.6M | 0% | Sep 2024 |
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| Mariner Wealth Advisors | 134k | $3.2M | -2% | Sep 2024 |
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| Stifel Financial | 131k | $3.3M | -16% | Jun 2024 |
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| Cambridge Investment Research Advisors | 127k | $3.1M | 2% | Sep 2024 |
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| Primoris Wealth Advisors | 126k | $2.8M | 100% | Sep 2024 |
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| Jacobi Capital Management | 117k | $2.9M | -2% | Jun 2024 |
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| Trail Ridge Investment Advisors | 116k | $2.8M | 0% | Sep 2024 |
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| Citadel Advisors | 107k | $2.6M | -12% | Sep 2024 |
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| AE Wealth Management | 103k | $2.5M | -1% | Sep 2024 |
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| Yoder Wealth Management | 96k | $2.3M | 5% | Sep 2024 |
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| Sunbelt Securities | 90k | $2.2M | 137% | Sep 2024 |
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| Maltin Wealth Management | 86k | $2.1M | 6% | Sep 2024 |
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| IFP Advisors | 76k | $1.9M | -2% | Jun 2024 |
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| Eqis Capital Management | 73k | $1.7M | -9% | Sep 2024 |
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| Patriot Financial Group Insurance Agency | 65k | $1.6M | 4% | Sep 2024 |
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| Smith Shellnut Wilson | 64k | $1.5M | 100% | Sep 2024 |
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| Jpmorgan Chase & Co | 62k | $1.5M | -15% | Sep 2024 |
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| Smith, Salley & Associates | 60k | $1.5M | 3% | Sep 2024 |
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| Royal Bank of Canada | 58k | $1.4M | 1% | Sep 2024 |
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| Financial Perspectives | 55k | $1.3M | 0% | Sep 2024 |
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| Stratos Wealth Advisors | 53k | $1.3M | -4% | Sep 2024 |
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| LYNCH & Associates | 52k | $1.2M | 3% | Sep 2024 |
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| Sinecera Capital | 52k | $1.2M | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 51k | $1.3M | -43% | Jun 2024 |
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| Glass Jacobson Investment Advisors | 49k | $1.2M | 1% | Sep 2024 |
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| Sheets Smith Wealth Management | 45k | $1.1M | -2% | Sep 2024 |
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| Northern Trust | 44k | $1.1M | -1% | Sep 2024 |
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| D.A. Davidson & Co. | 44k | $1.1M | 9% | Jun 2024 |
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| Integrated Advisors Network | 42k | $1.0M | -4% | Sep 2024 |
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| Western Wealth Management | 41k | $993k | 100% | Sep 2024 |
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| Parsons Capital Management | 41k | $989k | -3% | Sep 2024 |
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| Goldman Sachs Group | 39k | $967k | -66% | Jun 2024 |
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| H D Vest Advisory Services | 38k | $954k | 100% | Jun 2024 |
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| Belpointe Asset Management | 37k | $928k | 100% | Jun 2024 |
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| Full Sail Capital | 35k | $836k | 0% | Sep 2024 |
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| Natixis Asset Management Advisors | 34k | $814k | 0% | Sep 2024 |
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| Park Avenue Securities | 34k | $806k | 6% | Sep 2024 |
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| Renaissance Technologies | 33k | $792k | 100% | Sep 2024 |
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| Ameritas Advisory Services | 32k | $774k | -2% | Sep 2024 |
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| Snowden Capital Advisors | 32k | $765k | -3% | Sep 2024 |
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| EP Wealth Advisors | 30k | $715k | -1% | Sep 2024 |
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| Inscription Capital | 30k | $710k | 0% | Sep 2024 |
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| Prairie Wealth Advisors | 29k | $707k | -1% | Sep 2024 |
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| Sigma Planning | 29k | $706k | -58% | Sep 2024 |
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| Capital Investment Advisors | 29k | $698k | -3% | Sep 2024 |
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| Bank of Marin | 29k | $691k | -1% | Sep 2024 |
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| Branch Banking & Trust Company | 28k | $708k | -15% | Jun 2024 |
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| PFG Financial Advisors | 28k | $673k | -8% | Sep 2024 |
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| Financial Freedom | 27k | $658k | 1% | Sep 2024 |
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| Raymond James Financial Services Advisors | 26k | $628k | -12% | Sep 2024 |
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| Creative Planning | 26k | $624k | 0% | Sep 2024 |
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| Atria Wealth Solutions | 25k | $608k | -60% | Sep 2024 |
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| Core Wealth Partners | 25k | $592k | -17% | Sep 2024 |
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| ValMark Advisers | 24k | $574k | 1% | Sep 2024 |
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| Bank of New York Mellon | 24k | $570k | 100% | Sep 2024 |
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| Raymond James & Associates | 23k | $559k | 9% | Sep 2024 |
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| International Assets Investment Management | 22k | $926k | 2311% | Sep 2024 |
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| J.w. Cole Advisors | 22k | $519k | 1% | Sep 2024 |
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| Visionary Wealth Advisors | 21k | $506k | 14% | Sep 2024 |
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| Principal Securities | 21k | $500k | 1% | Sep 2024 |
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| Equitable Holdings | 21k | $521k | -16% | Jun 2024 |
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| Strategic Advisors | 20k | $492k | 0% | Sep 2024 |
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| Citigroup | 20k | $489k | 31% | Sep 2024 |
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| Axiom Advisory | 20k | $481k | 2% | Sep 2024 |
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| HPM Partners | 20k | $471k | 2% | Sep 2024 |
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| Galvin, Gaustad & Stein | 20k | $470k | -5% | Sep 2024 |
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| RFG Advisory | 18k | $437k | -80% | Sep 2024 |
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| Harbour Investments | 18k | $435k | 5% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 17k | $436k | 40% | Jun 2024 |
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| Atlas Capital Advisors | 17k | $414k | -39% | Sep 2024 |
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| CAP Partners | 17k | $413k | -4% | Sep 2024 |
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| Able Wealth Management | 17k | $398k | -12% | Sep 2024 |
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| Fifth Third Securities | 17k | $396k | -27% | Sep 2024 |
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| AA Financial Advisors | 16k | $393k | 57% | Sep 2024 |
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| Parallel Advisors | 16k | $393k | 0% | Sep 2024 |
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| Pathstone Holdings | 16k | $392k | 12% | Sep 2024 |
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| Meridian Wealth Management | 16k | $379k | 100% | Sep 2024 |
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| Evergreen Wealth Solutions | 15k | $370k | -32% | Sep 2024 |
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| VCI Wealth Management | 15k | $368k | -56% | Sep 2024 |
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| Charter Oak Capital Management | 15k | $366k | 2% | Sep 2024 |
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| LJI Wealth Management | 15k | $365k | -1% | Sep 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15k | $360k | 1% | Sep 2024 |
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| Court Place Advisors | 15k | $358k | 2% | Sep 2024 |
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| Stratos Wealth Partners | 15k | $352k | -61% | Sep 2024 |
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| Susquehanna International | 14k | $347k | -5% | Sep 2024 |
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| Summit Financial | 14k | $336k | 100% | Sep 2024 |
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| Atria Investments | 14k | $334k | -40% | Sep 2024 |
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| Proequities | 14k | $331M | 1% | Sep 2024 |
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| Brookstone Capital Management | 14k | $328k | 0% | Sep 2024 |
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| Fee-Only Financial Planning, L.C. | 13k | $309k | 0% | Sep 2024 |
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| TrueWealth Advisors | 13k | $307k | 7% | Sep 2024 |
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| Wealthtrust Axiom | 13k | $319k | -7% | Jun 2024 |
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| Mml Investors Services | 12k | $296k | -90% | Sep 2024 |
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| Congress Wealth Management LLC / DE / | 12k | $295k | 100% | Sep 2024 |
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| Fiduciary Trust Company | 12k | $301k | 0% | Jun 2024 |
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| Burns Wealth Management | 12k | $283k | 0% | Sep 2024 |
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| Focus Financial Network | 12k | $276k | 1% | Sep 2024 |
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| Sweeney & Michel | 11k | $282k | 11% | Sep 2024 |
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| Rosenberg Matthew Hamilton | 11k | $274k | 0% | Sep 2024 |
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| Heartwood Wealth Advisors | 11k | $258k | 0% | Sep 2024 |
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| Lifeworks Advisors | 11k | $254k | 100% | Sep 2024 |
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| Sugar Maple Asset Management | 10k | $247k | -6% | Sep 2024 |
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| Mission Wealth Management | 9.5k | $230k | 3% | Sep 2024 |
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| Savvy Advisors | 9.5k | $229k | 100% | Sep 2024 |
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| CRA Financial Services | 9.5k | $228k | 0% | Sep 2024 |
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| Mercer Global Advisors | 9.3k | $233k | -20% | Jun 2024 |
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| Brown Advisory Holdings Incorporated | 9.2k | $231k | 0% | Jun 2024 |
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| Investmark Advisory Group | 8.9k | $223k | 7% | Jun 2024 |
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| Traphagen Investment Advisors | 8.8k | $212k | -3% | Sep 2024 |
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| Hilltop Wealth Advisors | 8.4k | $202k | 0% | Sep 2024 |
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| Coppell Advisory Solutions | 7.8k | $187k | -7% | Sep 2024 |
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| Geneos Wealth Management | 7.5k | $188k | 0% | Jun 2024 |
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| CWM | 7.4k | $178k | 19% | Sep 2024 |
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| Nbc Securities | 6.7k | $160k | 46% | Sep 2024 |
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| American National Bank | 6.3k | $151k | 21% | Sep 2024 |
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| Hartland & Co | 6.1k | $147k | 7% | Sep 2024 |
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| Jones Financial Companies, L.L | 4.9k | $118k | 1836% | Sep 2024 |
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| Creative Financial Designs | 4.8k | $116k | -17% | Sep 2024 |
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| LRI Investments | 4.5k | $118k | 791% | Sep 2024 |
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| Brian McDonald | 4.0k | $96k | 4% | Sep 2024 |
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| Ariel Capital Advisors | 3.6k | $86k | 0% | Sep 2024 |
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| Franklin Resources | 3.6k | $91k | 6% | Sep 2024 |
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| Beacon Capital Management | 2.5k | $60k | 0% | Sep 2024 |
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| Pathway Financial Advisers | 2.3k | $55k | 1% | Sep 2024 |
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| Jaffetilchin Investment Partners | 2.1k | $50k | 100% | Sep 2024 |
|
Who sold out of Fidelity msci energy idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charles Schwab Investment Management | Jun 2024 | 4.9M | $124M |
| Leuthold Weeden Capital Management | Jun 2024 | 77k | $1.9M |
| Toroso Investments | Mar 2024 | 74k | $1.9M |
| Beaumont Financial Advisors | Jun 2024 | 55k | $1.4M |
| Belvedere Trading | Jun 2024 | 51k | $1.3M |
| Trexquant Investment | Jun 2024 | 39k | $967k |
| Us Bancorp | Jun 2024 | 21k | $524k |
| Robertson Stephens Wealth Management | Mar 2024 | 16k | $409k |
| National Asset Management | Mar 2024 | 14k | $344k |
| Mowery & Schoenfeld Wealth Management | Jun 2024 | 14k | $344k |
| Qube Research & Technologies | Mar 2024 | 9.5k | $246k |
| Instrumental Wealth | Jun 2024 | 8.1k | $204k |
| Tower Research Capital | Mar 2024 | 5.8k | $149k |
| Baldwin Brothers | Jun 2024 | 2.8k | $71k |