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Rothwell Investment Advisors, LLC’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio FNCL Stock Details FNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.91K Buy
+52
New +$4.2K ﹤0.01% 948

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Strategic Point Investment Advisors
Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Fischer Financial Services
Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Rothwell Investment Advisors, LLC's FNCL Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q3 2026: 52 shares worth $3.91K. The stake represents ﹤0.01% of the portfolio and ranks #948 among its holdings.

146 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 52 shares of Fidelity MSCI Financials Index ETF worth $3.91K as of Q3 2026.
  • Fidelity MSCI Financials Index ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #948 holding.
  • 146 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.