First Manhattan’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

First Manhattan’s Portfolio FENY Stock Details FENY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-96	Closed	-$1K	–	1551
2022 Q2	$1K	Hold	96	–	–	﹤0.01%	1479
2022 Q1	$2K	Buy	+96	New	+$1.81K	﹤0.01%	1478
2021 Q1	–	Sell	-1,000	Closed	-$10K	–	1490
2020 Q4	$10K	Buy	+1,000	New	+$9.16K	﹤0.01%	1146
2020 Q3	–	Sell	-1,450	Closed	-$14K	–	1359
2020 Q2	$14K	Buy	+1,450	New	+$14.1K	﹤0.01%	1098

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

First Manhattan's FENY Position: Q3 2022 in Review

First Manhattan sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2022, closing a stake of 96 shares — an estimated $1K sold.

First Manhattan first reported a position in FENY in Q2 2020 and held it in 4 quarters. The position peaked at $14K in Q2 2020. 164 funds tracked by Wall St. Rank hold FENY as of Q3 2022.

First Manhattan reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2022 after selling out during the quarter.
First Manhattan sold 96 Fidelity MSCI Energy Index ETF shares in Q3 2022, an estimated $1K.
First Manhattan first reported a position in Fidelity MSCI Energy Index ETF in Q2 2020 and held it in 4 quarters.
First Manhattan's Fidelity MSCI Energy Index ETF position peaked at $14K in Q2 2020.
164 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2022.

Based on First Manhattan's 13F filing for Q3 2022, filed 14 Nov 2022.