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

Ameritas 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
2024
Q1 		– Sell
-117
Closed -$6.26K – 3072
2023
Q4 		$6.26K Hold
117
– – ﹤0.01% 2937
2023
Q3 		$5.45K Sell
117
-20
-15% -$967 ﹤0.01% 2975
2023
Q2 		$6.45K Sell
137
-137
-50% -$6.22K ﹤0.01% 2998
2023
Q1 		$12.4K Hold
274
– – ﹤0.01% 2647
2022
Q4 		$13.1K Hold
274
– – ﹤0.01% 2726
2022
Q3 		$11K Hold
274
– – ﹤0.01% 2771
2022
Q2 		$12K Hold
274
– – ﹤0.01% 2779
2022
Q1 		$14K Hold
274
– – ﹤0.01% 2682
2021
Q4 		$15K Buy
+274
New +$15.5K ﹤0.01% 2761

Other funds holding FNCL

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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameritas Investment Partners's FNCL Position: Q1 2024 in Review

Ameritas Investment Partners sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2024, closing a stake of 117 shares — an estimated $6.26K sold.

Ameritas Investment Partners first reported a position in FNCL in Q4 2021 and held it in 9 quarters. The position peaked at $15K in Q4 2021. 196 funds tracked by Wall St. Rank hold FNCL as of Q1 2024.

  • Ameritas Investment Partners reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2024 after selling out during the quarter.
  • Ameritas Investment Partners sold 117 Fidelity MSCI Financials Index ETF shares in Q1 2024, an estimated $6.26K.
  • Ameritas Investment Partners first reported a position in Fidelity MSCI Financials Index ETF in Q4 2021 and held it in 9 quarters.
  • Ameritas Investment Partners's Fidelity MSCI Financials Index ETF position peaked at $15K in Q4 2021.
  • 196 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2024.

Based on Ameritas Investment Partners's 13F filing for Q1 2024, filed 13 May 2024.