Janney Montgomery Scott
FENY icon

Janney Montgomery Scott’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Janney Montgomery Scott’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
2023
Q3 		– Sell
-85,063
Closed -$1.89M – 2637
2023
Q2 		$1.89M Buy
85,063
+4,104
+5% +$90.7K 0.01% 1100
2023
Q1 		$1.82M Buy
+80,959
New +$1.88M 0.01% 1021
2022
Q2 		– Sell
-11,783
Closed -$247K – 2350
2022
Q1 		$247K Sell
11,783
-151
-1% -$2.84K ﹤0.01% 1980
2021
Q4 		$181K Buy
11,934
+629
+6% +$9.76K ﹤0.01% 2253
2021
Q3 		$163K Buy
11,305
+201
+2% +$2.73K ﹤0.01% 2190
2021
Q2 		$164K Sell
11,104
-988
-8% -$13.9K ﹤0.01% 2167
2021
Q1 		$160K Buy
+12,092
New +$151K ﹤0.01% 2085

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return