Arax Advisory Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Arax Advisory 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
2026 Q2	$770K	Buy	10,060 +8,581	+580%	+$636K	0.01%	1357
2026 Q1	$104K	Sell	1,479 -250	-14%	-$18.6K	﹤0.01%	1363
2025 Q4	$134K	Buy	+1,729	New	+$131K	﹤0.01%	1201
2025 Q3	–	Sell	-56	Closed	-$43K	–	3843
2025 Q2	$43K	Hold	56	–	–	﹤0.01%	1311
2025 Q1	$3.86K	Buy	+56	New	+$3.97K	﹤0.01%	1861

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

Arax Advisory Partners's FNCL Position: Q2 2026 in Review

Arax Advisory Partners increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 580% in Q2 2026, buying an estimated $636K and bringing the position to 10,060 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #1357.

Arax Advisory Partners first reported a position in FNCL in Q1 2025 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Arax Advisory Partners held 10,060 shares of Fidelity MSCI Financials Index ETF worth $770K as of Q2 2026.
Arax Advisory Partners bought 8,581 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $636K.
Fidelity MSCI Financials Index ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1357 holding.
Arax Advisory Partners first reported a position in Fidelity MSCI Financials Index ETF in Q1 2025 and has held it in 5 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.