American Portfolios Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

American Portfolios Advisors’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
2020 Q4	–	Sell	-60	Closed	-$2.03K	–	3019
2020 Q3	$2.03K	Sell	60 -1,053	-95%	-$36.3K	﹤0.01%	2605
2020 Q2	$36.9K	Hold	1,113	–	–	﹤0.01%	1404
2020 Q1	$32.7K	Sell	1,113 -9,385	-89%	-$372K	﹤0.01%	1343
2019 Q4	$466K	Sell	10,498 -1,551	-13%	-$65.8K	0.03%	441
2019 Q3	$490K	Sell	12,049 -3,981	-25%	-$160K	0.04%	403
2019 Q2	$643K	Sell	16,030 -5,960	-27%	-$235K	0.05%	324
2019 Q1	$825K	Buy	21,990 +6,004	+38%	+$226K	0.08%	244
2018 Q4	$552K	Sell	15,986 -7,688	-32%	-$290K	0.07%	259
2018 Q3	$955K	Buy	23,674 +3,313	+16%	+$136K	0.11%	188
2018 Q2	$798K	Buy	20,361 +6,792	+50%	+$275K	0.11%	186
2018 Q1	$548K	Buy	13,569 +5,451	+67%	+$229K	0.08%	237
2017 Q4	$331K	Buy	+8,118	New	+$320K	0.05%	352

Other funds holding FNCL

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

American Portfolios Advisors's FNCL Position: Q4 2020 in Review

American Portfolios Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2020, closing a stake of 60 shares — an estimated $2.03K sold.

American Portfolios Advisors first reported a position in FNCL in Q4 2017 and held it in 12 quarters. The position peaked at $955K in Q3 2018. 142 funds tracked by Wall St. Rank hold FNCL as of Q4 2020.

American Portfolios Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2020 after selling out during the quarter.
American Portfolios Advisors sold 60 Fidelity MSCI Financials Index ETF shares in Q4 2020, an estimated $2.03K.
American Portfolios Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2017 and held it in 12 quarters.
American Portfolios Advisors's Fidelity MSCI Financials Index ETF position peaked at $955K in Q3 2018.
142 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2020.

Based on American Portfolios Advisors's 13F filing for Q4 2020, filed 22 Mar 2023.