Amplius Wealth Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Amplius Wealth 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
2025 Q3	–	Sell	-3,002	Closed	-$222K	–	187
2025 Q2	$222K	Buy	3,002 +26	+0.9%	+$1.8K	0.02%	191
2025 Q1	$207K	Sell	2,976 -22	-0.7%	-$1.56K	0.02%	175
2024 Q4	$206K	Buy	+2,998	New	+$206K	0.02%	169
2022 Q4	–	Sell	-10,511	Closed	-$453K	–	170
2022 Q3	$453K	Buy	10,511 +1,899	+22%	+$89.3K	0.08%	93
2022 Q2	$384K	Buy	+8,612	New	+$421K	0.06%	113

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

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

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $375M AUM 25.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Amplius Wealth Advisors's FNCL Position: Q3 2025 in Review

Amplius Wealth Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2025, closing a stake of 3,002 shares — an estimated $222K sold.

Amplius Wealth Advisors first reported a position in FNCL in Q2 2022 and held it in 5 quarters. The position peaked at $453K in Q3 2022. 256 funds tracked by Wall St. Rank hold FNCL as of Q3 2025.

Amplius Wealth Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2025 after selling out during the quarter.
Amplius Wealth Advisors sold 3,002 Fidelity MSCI Financials Index ETF shares in Q3 2025, an estimated $222K.
Amplius Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q2 2022 and held it in 5 quarters.
Amplius Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $453K in Q3 2022.
256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2025.

Based on Amplius Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.