AIP
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Ahrens Investment Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$60.6K Buy
+1,344
New +$65.9K 0.03% 292
2022
Q3 		– Sell
-1,421
Closed -$63K – 430
2022
Q2 		$63K Sell
1,421
-912
-39% -$44.6K 0.03% 294
2022
Q1 		$126K Sell
2,333
-1,810
-44% -$100K 0.04% 237
2021
Q4 		$232K Buy
4,143
+16
+0.4% +$903 0.1% 168
2021
Q3 		$222K Sell
4,127
-288
-7% -$15.4K 0.11% 187
2021
Q2 		$231K Buy
+4,415
New +$231K 0.11% 200

Other funds holding FNCL

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Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return