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 |
|---|---|---|---|---|---|
| FMR | 8.8M | $227M | 20426% | Mar 2024 |
|
| 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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| 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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| National Asset Management | 14k | $311k | -2% | Dec 2023 |
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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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| 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 |
|
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 |