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 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 $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Ancora Advisors's FNCL Position: Q1 2026 in Review

Ancora Advisors held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q1 2026 at 400 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Ancora Advisors first reported a position in FNCL in Q3 2018 and has held it in 3 quarters since. The position peaked at $56K in Q3 2018. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

Ancora Advisors held 400 shares of Fidelity MSCI Financials Index ETF worth $28.1K as of Q1 2026.
Ancora Advisors left its Fidelity MSCI Financials Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1387 holding.
Ancora Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q3 2018 and has held it in 3 quarters since.
Ancora Advisors's Fidelity MSCI Financials Index ETF position peaked at $56K in Q3 2018.
250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.