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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| FMR | 8.8M | $227M | 100% | Mar 2024 |
|
| Charles Schwab Investment Management | 4.9M | $127M | 115% | Mar 2024 |
|
| Lido Advisors | 1.6M | $43M | 3% | Mar 2024 |
|
| Commonwealth Equity Services | 1.2M | $32M | -7% | Mar 2024 |
|
| Envestnet Asset Management | 931k | $24M | 100% | Mar 2024 |
|
| HighTower Advisors | 809k | $21M | 1% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 779k | $20M | 100% | Mar 2024 |
|
| Yarbrough Capital | 712k | $18M | 0% | Jun 2024 |
|
| Wells Fargo & Company | 702k | $18M | -14% | Mar 2024 |
|
| Kestra Advisory Services | 593k | $15M | 3% | Mar 2024 |
|
| AE Wealth Management | 563k | $15M | -6% | Mar 2024 |
|
| UBS Group | 297k | $7.7M | -1% | Mar 2024 |
|
| LPL Financial | 296k | $7.7M | 100% | Mar 2024 |
|
| Kestra Private Wealth Services | 294k | $7.6M | -18% | Mar 2024 |
|
| Bank of America Corporation | 283k | $7.3M | -73% | Mar 2024 |
|
| Financial Partners Group | 256k | $6.4M | 15% | Jun 2024 |
|
| Cutler Capital Management | 243k | $6.3M | 5% | Mar 2024 |
|
| Traynor Capital Management | 211k | $5.3M | 5% | Jun 2024 |
|
| Cetera Investment Advisers | 208k | $5.4M | 100% | Mar 2024 |
|
| Connectus Wealth | 204k | $5.3M | 6% | Mar 2024 |
|
| KCM Investment Advisors | 201k | $5.2M | 100% | Mar 2024 |
|
| Morgan Stanley | 191k | $4.9M | 100% | Mar 2024 |
|
| Ameriprise Financial | 187k | $4.8M | 100% | Mar 2024 |
|
| Advisor Group Holdings | 176k | $4.5M | -54% | Mar 2024 |
|
| Agf Management | 170k | $4.4M | -22% | Mar 2024 |
|
| Wealth Quarterback | 169k | $4.2M | -5% | Jun 2024 |
|
| Eley Financial Management | 169k | $4.4M | 0% | Mar 2024 |
|
| Mml Investors Services | 168k | $4.3M | 1% | Mar 2024 |
|
| Mariner Wealth Advisors | 166k | $4.3M | 0% | Mar 2024 |
|
| Advisory Services Network | 164k | $4.2M | 11% | Mar 2024 |
|
| Stifel Financial | 156k | $4.0M | -2% | Mar 2024 |
|
| Goss Wealth Management | 151k | $3.9M | 100% | Mar 2024 |
|
| Citadel Advisors | 131k | $3.4M | 24% | Mar 2024 |
|
| Jacobi Capital Management | 120k | $3.1M | 100% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 120k | $3.1M | -8% | Mar 2024 |
|
| D. E. Shaw & Co | 119k | $3.1M | 100% | Mar 2024 |
|
| Goldman Sachs Group | 112k | $2.9M | 187% | Mar 2024 |
|
| Trail Ridge Investment Advisors | 111k | $2.9M | -13% | Mar 2024 |
|
| RFG Advisory | 93k | $2.3M | -4% | Jun 2024 |
|
| Yoder Wealth Management | 91k | $2.3M | 6% | Jun 2024 |
|
| Steward Partners Investment Advisory | 91k | $2.3M | -3% | Mar 2024 |
|
| Sigma Planning | 86k | $2.2M | 59% | Mar 2024 |
|
| Jpmorgan Chase & Co | 83k | $2.1M | -79% | Mar 2024 |
|
| VCI Wealth Management | 82k | $2.1M | -14% | Mar 2024 |
|
| Eqis Capital Management | 81k | $2.1M | 100% | Mar 2024 |
|
| Maltin Wealth Management | 81k | $2.0M | 5% | Jun 2024 |
|
| Leuthold Weeden Capital Management | 76k | $2.0M | 4% | Mar 2024 |
|
| Renaissance Technologies | 75k | $1.9M | 175% | Mar 2024 |
|
| Toroso Investments | 74k | $1.9M | 100% | Mar 2024 |
|
| Atria Wealth Solutions | 63k | $1.6M | -8% | Jun 2024 |
|
| Patriot Financial Group Insurance Agency | 60k | $1.6M | -57% | Mar 2024 |
|
| Smith, Salley & Associates | 56k | $1.5M | 1% | Mar 2024 |
|
| Susquehanna International | 56k | $1.5M | 100% | Mar 2024 |
|
| Beaumont Financial Advisors | 55k | $1.4M | 0% | Jun 2024 |
|
| Stratos Wealth Advisors | 55k | $1.4M | 0% | Jun 2024 |
|
| Financial Perspectives | 55k | $1.4M | 0% | Mar 2024 |
|
| Prudential Financial | 54k | $1.4M | -31% | Mar 2024 |
|
| Royal Bank of Canada | 53k | $1.4M | -11% | Mar 2024 |
|
| Sinecera Capital | 52k | $1.3M | 1% | Jun 2024 |
|
| Glass Jacobson Investment Advisors | 50k | $1.3M | 5% | Mar 2024 |
|
| LYNCH & Associates | 50k | $1.3M | 5% | Mar 2024 |
|
| Private Advisor | 49k | $1.3M | 23% | Mar 2024 |
|
| Sheets Smith Wealth Management | 46k | $1.2M | -7% | Mar 2024 |
|
| EPG Wealth Management | 44k | $1.1M | -3% | Mar 2024 |
|
| Northern Trust | 44k | $1.1M | 100% | Mar 2024 |
|
| Parsons Capital Management | 42k | $1.1M | 0% | Jun 2024 |
|
| D.A. Davidson & Co. | 40k | $1.0M | 11% | Mar 2024 |
|
| Hyperion Capital Advisors | 38k | $970k | 0% | Mar 2024 |
|
| Stratos Wealth Partners | 37k | $935k | 164% | Jun 2024 |
|
| Integrated Advisors Network | 37k | $956k | 16% | Mar 2024 |
|
| Sunbelt Securities | 36k | $943k | -44% | Mar 2024 |
|
| Full Sail Capital | 35k | $912k | 100% | Mar 2024 |
|
| Ambassador Advisors | 34k | $874k | -1% | Mar 2024 |
|
| Branch Banking & Trust Company | 33k | $855k | -16% | Mar 2024 |
|
| Ameritas Advisory Services | 33k | $844k | 93% | Mar 2024 |
|
| Snowden Capital Advisors | 32k | $829k | 21% | Mar 2024 |
|
| Park Avenue Securities | 32k | $795k | 15% | Jun 2024 |
|
| Atlas Capital Advisors | 31k | $797k | 15% | Mar 2024 |
|
| PFG Financial Advisors | 31k | $765k | 7% | Jun 2024 |
|
| EP Wealth Advisors | 30k | $779k | -2% | Mar 2024 |
|
| Bank of Marin | 30k | $775k | -6% | Mar 2024 |
|
| Capital Investment Advisors | 30k | $750k | 0% | Jun 2024 |
|
| Core Wealth Partners | 30k | $771k | 8% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 30k | $741k | 3% | Jun 2024 |
|
| Inscription Capital | 30k | $740k | 0% | Jun 2024 |
|
| Prairie Wealth Advisors | 28k | $730k | 100% | Mar 2024 |
|
| Financial Freedom | 27k | $680k | 1% | Jun 2024 |
|
| Creative Planning | 25k | $643k | 100% | Mar 2024 |
|
| Equitable Holdings | 25k | $637k | -10% | Mar 2024 |
|
| Y-Intercept | 25k | $634k | 100% | Mar 2024 |
|
| Fifth Third Securities | 22k | $563k | -21% | Jun 2024 |
|
| Evergreen Wealth Solutions | 22k | $570k | 100% | Mar 2024 |
|
| J.w. Cole Advisors | 22k | $556k | -6% | Mar 2024 |
|
| Raymond James & Associates | 21k | $535k | -80% | Jun 2024 |
|
| Us Bancorp | 21k | $543k | -1% | Mar 2024 |
|
| ValMark Advisers | 21k | $543k | 24% | Mar 2024 |
|
| Galvin, Gaustad & Stein | 21k | $518k | -4% | Jun 2024 |
|
| Principal Securities | 21k | $532k | -5% | Mar 2024 |
|
| Strategic Advisors | 20k | $512k | 0% | Jun 2024 |
|
| HPM Partners | 19k | $498k | 1% | Mar 2024 |
|
| Quadrature Capital | 19k | $493k | 100% | Mar 2024 |
|
| CAP Partners | 18k | $448k | -26% | Jun 2024 |
|
| Harbour Investments | 17k | $450k | -8% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 17k | $436k | 40% | Jun 2024 |
|
| Parallel Advisors | 16k | $422k | 0% | Mar 2024 |
|
| Robertson Stephens Wealth Management | 16k | $409k | 3% | Mar 2024 |
|
| LJI Wealth Management | 15k | $396k | 100% | Mar 2024 |
|
| Charter Oak Capital Management | 15k | $373k | 0% | Jun 2024 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15k | $373k | 1% | Jun 2024 |
|
| Hartline Investment Corporation | 15k | $381k | 100% | Mar 2024 |
|
| Pathstone Holdings | 14k | $363k | 54% | Mar 2024 |
|
| National Asset Management | 14k | $344k | 2% | Mar 2024 |
|
| Wealthtrust Axiom | 14k | $354k | -2% | Mar 2024 |
|
| Brookstone Capital Management | 14k | $352k | -5% | Jun 2024 |
|
| Proequities | 14k | $342M | 1% | Jun 2024 |
|
| Court Place Advisors | 13k | $341k | -13% | Mar 2024 |
|
| Fee-Only Financial Planning, L.C. | 13k | $332k | 0% | Mar 2024 |
|
| Fiduciary Trust Company | 12k | $311k | 0% | Mar 2024 |
|
| TrueWealth Advisors | 12k | $298k | -15% | Jun 2024 |
|
| Burns Wealth Management | 12k | $304k | 100% | Mar 2024 |
|
| Mercer Global Advisors | 12k | $300k | 100% | Mar 2024 |
|
| Rosenberg Matthew Hamilton | 11k | $297k | 0% | Mar 2024 |
|
| Focus Financial Network | 11k | $291k | 0% | Jun 2024 |
|
| Lifeworks Advisors | 11k | $287k | 17% | Mar 2024 |
|
| Sugar Maple Asset Management | 11k | $283k | 100% | Mar 2024 |
|
| Heartwood Wealth Advisors | 11k | $269k | 0% | Jun 2024 |
|
| AA Financial Advisors | 10k | $260k | 10% | Jun 2024 |
|
| Sweeney & Michel | 10k | $252k | 3% | Jun 2024 |
|
| Coppell Advisory Solutions Corp. | 9.7k | $252k | 100% | Mar 2024 |
|
| Qube Research & Technologies | 9.5k | $246k | 100% | Mar 2024 |
|
| CRA Financial Services | 9.5k | $237k | 0% | Jun 2024 |
|
| Brown Advisory Holdings Incorporated | 9.2k | $238k | 100% | Mar 2024 |
|
| Traphagen Investment Advisors | 9.1k | $228k | -15% | Jun 2024 |
|
| Wealth Dimensions Group | 9.0k | $233k | 100% | Mar 2024 |
|
| Captrust Financial Advisors | 8.7k | $224k | -30% | Mar 2024 |
|
| Hilltop Wealth Advisors | 8.4k | $211k | 0% | Jun 2024 |
|
| Investmark Advisory Group | 8.3k | $215k | 100% | Mar 2024 |
|
| Mission Wealth Management | 8.0k | $207k | 100% | Mar 2024 |
|
| One Capital Management | 8.0k | $206k | -34% | Mar 2024 |
|
| Geneos Wealth Management | 7.5k | $188k | 0% | Jun 2024 |
|
| Creekmur Asset Management | 6.7k | $174k | -41% | Mar 2024 |
|
| Creative Financial Designs | 6.3k | $164k | -27% | Mar 2024 |
|
| CWM | 6.2k | $155k | 31% | Jun 2024 |
|
| Spire Wealth Management | 6.0k | $154k | 0% | Mar 2024 |
|
| Citigroup | 5.8k | $150k | 117% | Mar 2024 |
|
| Tower Research Capital | 5.8k | $149k | 100% | Mar 2024 |
|
| Hartland & Co | 5.7k | $147k | 0% | Mar 2024 |
|
| American National Bank | 5.2k | $130k | 125% | Jun 2024 |
|
| Pnc Financial Services | 4.9k | $127k | 7% | Mar 2024 |
|
| Nbc Securities | 4.6k | $114k | 290% | Jun 2024 |
|
Who sold out of Fidelity msci energy idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Win Advisors | Dec 2023 | 128k | $3.0M |
| Hanseatic Management Services | Dec 2023 | 73k | $1.7M |
| Jane Street | Dec 2023 | 57k | $1.3M |
| Virtue Capital Management | Dec 2023 | 30k | $696k |
| GSA Capital Partners | Dec 2023 | 18k | $418k |
| Flow Traders US | Dec 2023 | 14k | $326k |
| Simplex Trading | Mar 2024 | 12k | $316k |
| Lincoln National | Mar 2024 | 12k | $307k |
| Mutual Advisors | Dec 2023 | 11k | $264k |
| One Wealth Management Investment & Advisory Services | Dec 2023 | 11k | $243k |
| Townsquare Capital | Dec 2023 | 9.3k | $224k |
| Trexquant Investment | Dec 2023 | 9.2k | $213k |