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Fidelity msci energy idx shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in Fidelity msci energy idx

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci energy idx held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci energy idx by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $436k 17k 25.09
2024-03-31 $321k 12k 25.87
2023-12-31 $305k 13k 23.04
2023-09-30 $338k 14k 24.91

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American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Fidelity msci energy idx

Lido Advisors
Commonwealth Equity Services
Envestnet Asset Management
HighTower Advisors
Northwestern Mutual Wealth Management Company
Yarbrough Capital
Agf Management
Kestra Advisory Services
Wells Fargo & Company
LPL Financial
Cetera Investment Advisers
Cutler Capital Management
Financial Partners Group
Private Advisor
Advisor Group Holdings

View all funds holding Fidelity msci energy idx