Janney Montgomery Scott’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Janney Montgomery Scott’s Portfolio FCPI Stock Details FCPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7,732	Closed	-$239K	–	2605
2022 Q4	$239K	Sell	7,732 -179,923	-96%	-$5.62M	﹤0.01%	2265
2022 Q3	$5.29M	Buy	187,655 +214	+0.1%	+$6.56K	0.02%	608
2022 Q2	$5.55M	Buy	187,441 +8,453	+5%	+$271K	0.03%	568
2022 Q1	$6.09M	Buy	178,988 +172,981	+2,880%	+$5.75M	0.03%	533
2021 Q4	$204K	Buy	+6,007	New	+$196K	﹤0.01%	2227

Other funds holding FCPI

Pecaut & Co Sioux City, Iowa $308M AUM 15.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Janney Montgomery Scott's FCPI Position: Q1 2023 in Review

Janney Montgomery Scott sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q1 2023, closing a stake of 7,732 shares — an estimated $239K sold.

Janney Montgomery Scott first reported a position in FCPI in Q4 2021 and held it in 5 quarters. The position peaked at $6.09M in Q1 2022. 37 funds tracked by Wall St. Rank hold FCPI as of Q1 2023.

Janney Montgomery Scott reported no remaining Fidelity Stocks for Inflation ETF position as of Q1 2023 after selling out during the quarter.
Janney Montgomery Scott sold 7,732 Fidelity Stocks for Inflation ETF shares in Q1 2023, an estimated $239K.
Janney Montgomery Scott first reported a position in Fidelity Stocks for Inflation ETF in Q4 2021 and held it in 5 quarters.
Janney Montgomery Scott's Fidelity Stocks for Inflation ETF position peaked at $6.09M in Q1 2022.
37 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q1 2023.

Based on Janney Montgomery Scott's 13F filing for Q1 2023, filed 28 Apr 2023.