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

Ancora 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
2026 Q2	–	Sell	-400	Closed	-$29.6K	–	1961
2026 Q1	$28.1K	Hold	400	–	–	﹤0.01%	1387
2025 Q4	$31.1K	Buy	+400	New	+$30.2K	﹤0.01%	1331
2025 Q3	–	Hold	0	–	–	–	1944
2025 Q2	–	Hold	0	–	–	–	1937
2025 Q1	–	Hold	0	–	–	–	1744
2024 Q4	–	Hold	0	–	–	–	1796
2024 Q3	–	Hold	0	–	–	–	1763
2024 Q2	–	Hold	0	–	–	–	1818
2024 Q1	–	Hold	0	–	–	–	1799
2023 Q4	–	Hold	0	–	–	–	1738
2023 Q3	–	Hold	0	–	–	–	1764
2023 Q2	–	Hold	0	–	–	–	1780
2023 Q1	–	Hold	0	–	–	–	1941
2018 Q4	–	Sell	-1,378	Closed	-$56K	–	814
2018 Q3	$56K	Buy	+1,378	New	+$56.6K	﹤0.01%	864

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

Ancora Advisors's FNCL Position: Q2 2026 in Review

Ancora Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2026, closing a stake of 400 shares — an estimated $29.6K sold.

Ancora Advisors first reported a position in FNCL in Q3 2018 and held it in 3 quarters. The position peaked at $56K in Q3 2018. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Ancora Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 400 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $29.6K.
Ancora Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q3 2018 and held it in 3 quarters.
Ancora Advisors's Fidelity MSCI Financials Index ETF position peaked at $56K in Q3 2018.
256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.