Public ownership evidence

Fidelity MSCI Energy Index ETF (FENY) Ownership Disclosures

Read FENY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Fidelity MSCI Energy Index ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Principia Wealth Advisory, LLC
Report period
2026-06-30
Available
2026-08-27
Reported shares
323
Value (USD)
$9,550
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002041436-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FENY fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FENY fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Principia Wealth Advisory, LLC2026-06-302026-08-27323$9,550None
Principia Wealth Advisory, LLC2026-03-312026-08-27305$10,379None
Bernard Wealth Management Corp.2026-06-302026-08-221,263$37,335None
Bullock Wealth Management Group2026-06-302026-08-2038$1,122None
Archer Investment Corp2026-06-302026-08-2094$2,779None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20107,706$3,183,791None
Beacon Pointe Advisors, LLC2026-06-302026-08-198,876$262,375None
Jacobs Equity LLC2026-06-302026-08-1818,389$543,579None
Maxele Advisors, LLC2026-06-302026-08-1893,347$2,759,332None
Transamerica Financial Advisors, LLC2026-06-302026-08-1899,557$2,942,931None
Equitable Holdings, Inc.2026-06-302026-08-1810,080$297,964None
Proficio Capital Partners LLC2026-06-302026-08-18143,520$4,242,451None
Nemes Rush Group LLC2026-06-302026-08-153,147$93,028None
Lifeworks Advisors, LLC2026-06-302026-08-157,153$211,443None
KCM INVESTMENT ADVISORS LLC2026-06-302026-08-15131,281$3,880,660None
Ameritas Advisory Services, LLC2026-06-302026-08-1520,100$594,169None
Western Wealth Management, LLC2026-06-302026-08-1510,523$311,062None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-152,479,793$73,302,681None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-152,479,793$73,302,681None
Foundations Investment Advisors, LLC2026-06-302026-08-159,914$293,053None
Q3 Asset Management2026-06-302026-08-1544,945$1,328,000None
Qube Research & Technologies Ltd2026-06-302026-08-1578,282$2,314,016None
OSAIC HOLDINGS, INC.2026-06-302026-08-1543,224$1,277,700None
OSAIC HOLDINGS, INC.2026-06-302026-08-1510,775$318,521None
OSAIC HOLDINGS, INC.2026-06-302026-08-1514,330$423,585None
OSAIC HOLDINGS, INC.2026-06-302026-08-15166,075$4,914,944None
Orion Porfolio Solutions, LLC2026-06-302026-08-158,188$242,030None
Regal Investment Advisors LLC2026-06-302026-08-159,572$282,949None
BOOTHBAY FUND MANAGEMENT, LLC2026-06-302026-08-1537,800$1,117,368None
HRT FINANCIAL LP2026-06-302026-08-1516,163$477,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1532,005$946,068None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1514,167$418,777None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,516$44,799None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15434$12,829None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1582$2,424None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15590$17,440None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15122$3,606None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15403$11,913None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15280$8,277None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15930$27,478None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,117$32,989None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1580$2,365None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1592$2,720None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15240$7,094None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15250$7,390None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15671$19,835None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15453$13,391None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,147$33,876None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15120$3,547None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15140$4,138None

90-day public filing window, up to 50 source positions.

Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Bernard Wealth Management Corp. ↗Bullock Wealth Management Group ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Jacobs Equity LLC ↗Maxele Advisors, LLC ↗Transamerica Financial Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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