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Fidelity msci energy idx shares owned by Arete Wealth Advisors

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

Historical chart of Arete Wealth Advisors investment in Fidelity msci energy idx

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All positions including Fidelity msci energy idx held by Arete Wealth 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 Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $348k 10k 34.02
2023-09-30 $615k 25k 24.91

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Nvidia Corporation Equity (NVDA)
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View all positions for Arete Wealth Advisors

Top funds holding Fidelity msci energy idx

Lido Advisors
Bnp Paribas Arbitrage, Snc
Commonwealth Equity Services
HighTower Advisors
LPL Financial
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
PFG Financial Advisors
Agf Management
Wells Fargo & Company
Cetera Investment Advisers
AE Wealth Management
Independence Financial Advisors
Cutler Capital Management
Advisor Group Holdings

View all funds holding Fidelity msci energy idx