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

Aptus Capital 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	$25.3K	Buy	330 +2	+0.6%	+$148	﹤0.01%	1484
2026 Q1	$23K	Sell	328 -92	-22%	-$6.83K	﹤0.01%	1382
2025 Q4	$32.7K	Buy	420 +2	+0.5%	+$151	﹤0.01%	1349
2025 Q3	$31.9K	Buy	418 +1	+0.2%	+$75	﹤0.01%	1291
2025 Q2	$30.9K	Buy	417 +1	+0.2%	+$69	﹤0.01%	1232
2025 Q1	$28.9K	Sell	416 -20	-5%	-$1.42K	﹤0.01%	1164
2024 Q4	$30K	Buy	436 +1	+0.2%	+$69	﹤0.01%	1161
2024 Q3	$27.8K	Sell	435 -153,924	-100%	-$9.46M	﹤0.01%	1003
2024 Q2	$8.94M	Buy	154,359 +153,972	+39,786%	+$8.91M	0.16%	126
2024 Q1	$23K	Buy	387 +107	+38%	+$5.96K	﹤0.01%	955
2023 Q4	$15K	Buy	280 +1	+0.4%	+$49	﹤0.01%	769
2023 Q3	$13K	Buy	279 +1	+0.4%	+$48	﹤0.01%	781
2023 Q2	$13.1K	Buy	+278	New	+$12.6K	﹤0.01%	681

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

Aptus Capital Advisors's FNCL Position: Q2 2026 in Review

Aptus Capital Advisors increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 0.61% in Q2 2026, buying an estimated $148 and bringing the position to 330 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Aptus Capital Advisors first reported a position in FNCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.94M in Q2 2024. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Aptus Capital Advisors held 330 shares of Fidelity MSCI Financials Index ETF worth $25.3K as of Q2 2026.
Aptus Capital Advisors bought 2 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $148.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1484 holding.
Aptus Capital Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q2 2023 and has held it in 13 quarters since.
Aptus Capital Advisors's Fidelity MSCI Financials Index ETF position peaked at $8.94M in Q2 2024.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.