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Fidelity

$FENY

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NewIncreasedMaintainedDecreasedLiquidated
13611
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Lowe Wealth Advisors, Llc03-31-2021Etf110Maintained0.000.001,000.000.009.09Form 13
Smith Shellnut Wilson Llc /adv03-31-2021Com225,942Increased51.091.832,994,000.0097.2313.25Form 13
Silverleafe Capital Partners, Llc03-31-2021Etf108,388Decreased-2.860.591,436,000.0026.8613.25Form 13
Valeo Financial Advisors, Llc03-31-2021Etf545Maintained0.000.007,000.0016.6712.84Form 13
Ironwood Wealth Management, Inc.03-31-2021Msci Energy Idx1,000Increased25.000.0113,000.0062.5013.00Form 13
Hilltop Wealth Advisors, Llc03-31-2021Msci Energy Idx799,192Increased1.808.1010,589,000.0032.8913.25Form 13
Hbw Advisory Services Llc03-31-2021Msci Energy Idx253,467New!0.000.893,358,000.000.0013.25Form 13
Wealthtrust Axiom Llc03-31-2021Msci Energy Idx15,700Maintained0.000.07208,000.0030.8213.25Form 13
Sound Income Strategies, Llc03-31-2021Msci Energy Idx181Maintained0.000.002,398,000.00119,800.0013,248.62Form 13
Global Retirement Partners, Llc03-31-2021Msci Energy Idx2,490Maintained0.000.0033,000.0032.0013.25Form 13
Harbor Investment Advisory, Llc03-31-2021Etf107Maintained0.000.001,000.000.009.35Form 13
Bogart Wealth, Llc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13