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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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 | 20426% | Mar 2024 |
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Charles Schwab Investment Management | 4.9M | $127M | 115% | Mar 2024 |
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Lido Advisors | 1.6M | $43M | 3% | Mar 2024 |
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Commonwealth Equity Services | 1.2M | $32M | -7% | Mar 2024 |
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Envestnet Asset Management | 931k | $24M | -26% | Mar 2024 |
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HighTower Advisors | 809k | $21M | 1% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 779k | $20M | 71% | Mar 2024 |
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Yarbrough Capital | 712k | $18M | 0% | Mar 2024 |
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Wells Fargo & Company | 702k | $18M | -14% | Mar 2024 |
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Kestra Advisory Services | 574k | $13M | 3% | Dec 2023 |
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AE Wealth Management | 563k | $15M | -6% | Mar 2024 |
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UBS Group | 297k | $7.7M | -1% | Mar 2024 |
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LPL Financial | 296k | $7.7M | -18% | Mar 2024 |
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Kestra Private Wealth Services | 294k | $7.6M | -18% | Mar 2024 |
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Bank of America Corporation | 283k | $7.3M | -73% | Mar 2024 |
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Financial Partners Group | 223k | $5.8M | -23% | Mar 2024 |
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Traynor Capital Management | 202k | $5.2M | 3% | Mar 2024 |
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KCM Investment Advisors | 201k | $5.2M | -4% | Mar 2024 |
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Morgan Stanley | 191k | $4.9M | -27% | Mar 2024 |
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Ameriprise Financial | 187k | $4.8M | 18% | Mar 2024 |
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IFP Advisors | 182k | $4.2M | 7200% | Dec 2023 |
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Wealth Quarterback | 179k | $4.6M | 32% | Mar 2024 |
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Advisor Group Holdings | 176k | $4.5M | -54% | Mar 2024 |
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Agf Management | 170k | $4.4M | -22% | Mar 2024 |
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Eley Financial Management | 169k | $4.4M | 0% | Mar 2024 |
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Mariner Wealth Advisors | 166k | $4.3M | 0% | Mar 2024 |
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Advisory Services Network | 164k | $4.2M | 11% | Mar 2024 |
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Stifel Financial | 156k | $4.0M | -2% | Mar 2024 |
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Goss Wealth Management | 151k | $3.9M | -16% | Mar 2024 |
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Citadel Advisors | 131k | $3.4M | 24% | Mar 2024 |
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Jacobi Capital Management | 120k | $3.1M | -2% | Mar 2024 |
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Cambridge Investment Research Advisors | 120k | $3.1M | -8% | Mar 2024 |
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D. E. Shaw & Co | 119k | $3.1M | 100% | Mar 2024 |
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Goldman Sachs Group | 112k | $2.9M | 187% | Mar 2024 |
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Trail Ridge Investment Advisors | 111k | $2.9M | -13% | Mar 2024 |
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Raymond James & Associates | 106k | $2.7M | 24% | Mar 2024 |
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RFG Advisory | 97k | $2.5M | -25% | Mar 2024 |
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Steward Partners Investment Advisory | 91k | $2.3M | -3% | Mar 2024 |
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Yoder Wealth Management | 86k | $2.2M | 18% | Mar 2024 |
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Sigma Planning | 86k | $2.2M | 59% | Mar 2024 |
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Jpmorgan Chase & Co | 83k | $2.1M | -79% | Mar 2024 |
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VCI Wealth Management | 82k | $2.1M | -14% | Mar 2024 |
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Eqis Capital Management | 81k | $2.1M | -28% | Mar 2024 |
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Maltin Wealth Management | 77k | $2.0M | 9% | Mar 2024 |
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Leuthold Weeden Capital Management | 76k | $2.0M | 4% | Mar 2024 |
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Toroso Investments | 74k | $1.9M | 100% | Mar 2024 |
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Hanseatic Management Services | 73k | $1.7M | 1% | Dec 2023 |
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Atria Wealth Solutions | 69k | $1.8M | 4% | Mar 2024 |
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Patriot Financial Group Insurance Agency | 60k | $1.6M | -57% | Mar 2024 |
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Smith, Salley & Associates | 56k | $1.5M | 1% | Mar 2024 |
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Susquehanna International | 56k | $1.5M | -58% | Mar 2024 |
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Beaumont Financial Advisors | 55k | $1.4M | 100% | Mar 2024 |
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Financial Perspectives | 55k | $1.4M | 0% | Mar 2024 |
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Stratos Wealth Advisors | 55k | $1.4M | 0% | Mar 2024 |
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Royal Bank of Canada | 53k | $1.4M | -11% | Mar 2024 |
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Sinecera Capital | 51k | $1.3M | -60% | Mar 2024 |
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Glass Jacobson Investment Advisors | 50k | $1.3M | 5% | Mar 2024 |
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LYNCH & Associates | 50k | $1.3M | 5% | Mar 2024 |
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Private Advisor | 49k | $1.3M | 23% | Mar 2024 |
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Sheets Smith Wealth Management | 46k | $1.2M | -7% | Mar 2024 |
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EPG Wealth Management | 46k | $1.0M | 2% | Dec 2023 |
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Northern Trust | 44k | $1.1M | 265% | Mar 2024 |
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Parsons Capital Management | 42k | $1.1M | -1% | Mar 2024 |
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D.A. Davidson & Co. | 40k | $1.0M | 11% | Mar 2024 |
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Integrated Advisors Network | 37k | $956k | 16% | Mar 2024 |
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Sunbelt Securities | 36k | $943k | -44% | Mar 2024 |
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Full Sail Capital | 35k | $912k | -35% | Mar 2024 |
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Ambassador Advisors | 34k | $874k | -1% | Mar 2024 |
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Branch Banking & Trust Company | 33k | $855k | -16% | Mar 2024 |
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Snowden Capital Advisors | 32k | $829k | 21% | Mar 2024 |
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Atlas Capital Advisors | 31k | $797k | 15% | Mar 2024 |
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EP Wealth Advisors | 31k | $707k | 0% | Dec 2023 |
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Bank of Marin | 30k | $775k | -6% | Mar 2024 |
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Capital Investment Advisors | 30k | $771k | -3% | Mar 2024 |
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Core Wealth Partners | 30k | $771k | 8% | Mar 2024 |
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Inscription Capital | 30k | $787k | 100% | Mar 2024 |
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Raymond James Financial Services Advisors | 29k | $743k | -6% | Mar 2024 |
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PFG Financial Advisors | 29k | $738k | -9% | Mar 2024 |
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Fifth Third Securities | 28k | $733k | -31% | Mar 2024 |
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Prairie Wealth Advisors | 28k | $730k | 100% | Mar 2024 |
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Park Avenue Securities | 28k | $716k | -3% | Mar 2024 |
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Financial Freedom | 27k | $696k | 1% | Mar 2024 |
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Creative Planning | 25k | $643k | 100% | Mar 2024 |
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Y-Intercept | 25k | $634k | 100% | Mar 2024 |
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CAP Partners | 24k | $622k | -9% | Mar 2024 |
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Able Wealth Management | 24k | $550k | 100% | Dec 2023 |
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Evergreen Wealth Solutions | 22k | $570k | 100% | Mar 2024 |
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Galvin, Gaustad & Stein | 22k | $558k | -10% | Mar 2024 |
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J.w. Cole Advisors | 22k | $556k | -6% | Mar 2024 |
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Us Bancorp | 21k | $543k | -1% | Mar 2024 |
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ValMark Advisers | 21k | $543k | 24% | Mar 2024 |
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Principal Securities | 21k | $532k | -5% | Mar 2024 |
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Strategic Advisors | 20k | $528k | -14% | Mar 2024 |
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HPM Partners | 19k | $498k | 1% | Mar 2024 |
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Harbour Investments | 19k | $435k | 229% | Dec 2023 |
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Ameritas Advisory Services | 17k | $393k | -47% | Dec 2023 |
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Parallel Advisors | 16k | $422k | 0% | Mar 2024 |
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Robertson Stephens Wealth Management | 16k | $409k | 3% | Mar 2024 |
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LJI Wealth Management | 15k | $396k | -4% | Mar 2024 |
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Charter Oak Capital Management | 15k | $384k | 9% | Mar 2024 |
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Hartline Investment Corporation | 15k | $381k | 100% | Mar 2024 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15k | $381k | 1% | Mar 2024 |
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Brookstone Capital Management | 15k | $374k | -11% | Mar 2024 |
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Stratos Wealth Partners | 14k | $365k | -5% | Mar 2024 |
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Pathstone Holdings | 14k | $363k | 54% | Mar 2024 |
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TrueWealth Advisors | 14k | $360k | -10% | Mar 2024 |
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National Asset Management | 14k | $344k | 2% | Mar 2024 |
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Coppell Advisory Solutions | 14k | $317k | 100% | Dec 2023 |
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Wealthtrust Axiom | 14k | $354k | -2% | Mar 2024 |
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Proequities | 14k | $350M | 1% | Mar 2024 |
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Court Place Advisors | 13k | $341k | -13% | Mar 2024 |
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Fee-Only Financial Planning, L.C. | 13k | $332k | 0% | Mar 2024 |
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Wealth Enhancement Advisory Services | 12k | $321k | -6% | Mar 2024 |
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Simplex Trading | 12k | $316k | 7948% | Mar 2024 |
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Fiduciary Trust Company | 12k | $277k | 0% | Dec 2023 |
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Lincoln National | 12k | $307k | -49% | Mar 2024 |
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Burns Wealth Management | 12k | $304k | 4% | Mar 2024 |
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Mercer Global Advisors | 12k | $300k | 100% | Mar 2024 |
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Rosenberg Matthew Hamilton | 11k | $297k | 0% | Mar 2024 |
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Focus Financial Network | 11k | $262k | 100% | Dec 2023 |
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Focus Financial Network | 11k | $290k | 100% | Mar 2024 |
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Lifeworks Advisors | 11k | $287k | 17% | Mar 2024 |
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Sugar Maple Asset Management | 11k | $283k | 100% | Mar 2024 |
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Heartwood Wealth Advisors | 10k | $236k | 0% | Dec 2023 |
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Sweeney & Michel | 10k | $258k | 100% | Mar 2024 |
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Coppell Advisory Solutions Corp. | 9.7k | $252k | 100% | Mar 2024 |
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Qube Research & Technologies | 9.5k | $246k | -36% | Mar 2024 |
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AA Financial Advisors | 9.5k | $245k | 100% | Mar 2024 |
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CRA Financial Services | 9.5k | $245k | 0% | Mar 2024 |
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Trexquant Investment | 9.2k | $213k | 100% | Dec 2023 |
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Brown Advisory Holdings Incorporated | 9.2k | $238k | 100% | Mar 2024 |
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Wealth Dimensions Group | 9.0k | $233k | 100% | Mar 2024 |
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Captrust Financial Advisors | 8.7k | $224k | -30% | Mar 2024 |
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Hilltop Wealth Advisors | 8.4k | $217k | -6% | Mar 2024 |
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Investmark Advisory Group | 8.3k | $215k | 100% | Mar 2024 |
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Mission Wealth Management | 8.0k | $207k | 100% | Mar 2024 |
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One Capital Management | 8.0k | $206k | -34% | Mar 2024 |
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Geneos Wealth Management | 7.5k | $194k | 11438% | Mar 2024 |
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Creekmur Asset Management | 6.7k | $174k | -41% | Mar 2024 |
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Creative Financial Designs | 6.3k | $164k | -27% | Mar 2024 |
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Spire Wealth Management | 6.0k | $154k | 0% | Mar 2024 |
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Citigroup | 5.8k | $150k | 117% | Mar 2024 |
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Tower Research Capital | 5.8k | $149k | 434% | Mar 2024 |
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Hartland & Co | 5.7k | $132k | 0% | Dec 2023 |
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Pnc Financial Services | 4.9k | $127k | 7% | Mar 2024 |
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CWM | 4.7k | $122k | 92% | Mar 2024 |
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Bnp Paribas Arbitrage, Snc | 4.5k | $115k | 860% | Mar 2024 |
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VitalStone Financial | 4.1k | $107k | 293% | Mar 2024 |
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Coastal Investment Advisors | 4.1k | $105k | 100% | Mar 2024 |
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Brian McDonald | 4.0k | $103k | -7% | Mar 2024 |
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Ariel Capital Advisors | 3.9k | $101k | 0% | Mar 2024 |
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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 |
Jane Street | Dec 2023 | 57k | $1.3M |
Western Wealth Management | Dec 2023 | 44k | $1.0M |
Virtue Capital Management | Dec 2023 | 30k | $696k |
GSA Capital Partners | Dec 2023 | 18k | $418k |
Demars Financial Group | Dec 2023 | 17k | $383k |
Flow Traders US | Dec 2023 | 14k | $326k |
Mutual Advisors | Dec 2023 | 11k | $264k |
One Wealth Management Investment & Advisory Services | Dec 2023 | 11k | $243k |
Townsquare Capital | Dec 2023 | 9.3k | $224k |