AlphaCore Capital’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

AlphaCore Capital’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	$10.3K	Sell	136 -300	-69%	-$24.2K	﹤0.01%	1628
2026 Q2	$33.4K	Sell	436 -12	-3%	-$889	﹤0.01%	1317
2026 Q1	$31.4K	Hold	448	–	–	﹤0.01%	1047
2025 Q4	$34.8K	Buy	448 +400	+833%	+$30.2K	﹤0.01%	1198
2025 Q3	$3.66K	Hold	48	–	–	﹤0.01%	1041
2025 Q2	$3.55K	Buy	+48	New	+$3.33K	﹤0.01%	1016

Other funds holding FNCL

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

AlphaCore Capital's FNCL Position: Q3 2026 in Review

AlphaCore Capital reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 69% in Q3 2026, selling an estimated $24.2K and leaving 136 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

AlphaCore Capital first reported a position in FNCL in Q2 2025 and has held it in 6 quarters since. The position peaked at $34.8K in Q4 2025. 146 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

AlphaCore Capital held 136 shares of Fidelity MSCI Financials Index ETF worth $10.3K as of Q3 2026.
AlphaCore Capital sold 300 Fidelity MSCI Financials Index ETF shares in Q3 2026, an estimated $24.2K.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1628 holding.
AlphaCore Capital first reported a position in Fidelity MSCI Financials Index ETF in Q2 2025 and has held it in 6 quarters since.
AlphaCore Capital's Fidelity MSCI Financials Index ETF position peaked at $34.8K in Q4 2025.
146 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.