Action Point Financial Planning’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Action Point Financial Planning’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 Q2	$38.2K	Buy	+501	New	+$37.1K	﹤0.01%	911

Other funds holding FNCL

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

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Action Point Financial Planning's FNCL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q2 2026: 501 shares worth $38.2K. The stake represents ﹤0.01% of the portfolio and ranks #911 among its holdings.

255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Action Point Financial Planning held 501 shares of Fidelity MSCI Financials Index ETF worth $38.2K as of Q2 2026.
Fidelity MSCI Financials Index ETF was a new Action Point Financial Planning position in Q2 2026.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #911 holding.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.