Ameritas Advisory Services’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Ameritas Advisory Services’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	$2.24M	Buy	29,201 +3,332	+13%	+$247K	0.05%	340
2026 Q1	$1.82M	Sell	25,869 -12	-0%	-$891	0.07%	239
2025 Q4	$2.01M	Sell	25,881 -65	-0.3%	-$4.91K	0.08%	225
2025 Q3	$1.98M	Buy	25,946 +2,435	+10%	+$183K	0.13%	142
2025 Q2	$1.74M	Sell	23,511 -6,771	-22%	-$470K	0.09%	218
2025 Q1	$2.08M	Buy	30,282 +462	+2%	+$32.7K	0.08%	221
2024 Q4	$2.05M	Buy	29,820 +111	+0.4%	+$7.63K	0.07%	250
2024 Q3	$1.9M	Buy	29,709 +1,194	+4%	+$73.4K	0.08%	245
2024 Q2	$1.65M	Sell	28,515 -1,098	-4%	-$63.6K	0.06%	294
2024 Q1	$1.7M	Buy	29,613 +3,605	+14%	+$201K	0.07%	263
2023 Q4	$1.43M	Sell	26,008 -2,482	-9%	-$121K	0.08%	224
2023 Q3	$1.32M	Sell	28,490 -160	-0.6%	-$7.74K	0.07%	275
2023 Q2	$1.34M	Sell	28,650 -4,742	-14%	-$215K	0.17%	137
2023 Q1	$1.51M	Sell	33,392 -21,081	-39%	-$1.03M	0.08%	241
2022 Q4	$2.61M	Buy	54,473 +19,084	+54%	+$913K	0.12%	175
2022 Q3	$1.52M	Buy	35,389 +265	+0.8%	+$12.5K	0.09%	213
2022 Q2	$1.57M	Sell	35,124 -11,288	-24%	-$552K	0.09%	217
2022 Q1	$2.51M	Sell	46,412 -2,338	-5%	-$130K	0.09%	180
2021 Q4	$2.73M	Buy	+48,750	New	+$2.75M	0.1%	175

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

Ameritas Advisory Services's FNCL Position: Q2 2026 in Review

Ameritas Advisory Services increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 13% in Q2 2026, buying an estimated $247K and bringing the position to 29,201 shares worth $2.24M. The position accounts for 0.05% of the portfolio, ranked #340.

Ameritas Advisory Services first reported a position in FNCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.73M in Q4 2021. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Ameritas Advisory Services held 29,201 shares of Fidelity MSCI Financials Index ETF worth $2.24M as of Q2 2026.
Ameritas Advisory Services bought 3,332 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $247K.
Fidelity MSCI Financials Index ETF made up 0.05% of Ameritas Advisory Services's portfolio in Q2 2026, its #340 holding.
Ameritas Advisory Services first reported a position in Fidelity MSCI Financials Index ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's Fidelity MSCI Financials Index ETF position peaked at $2.73M in Q4 2021.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.