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 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 $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

Arax Advisory Partners's FNCL Position: Q1 2026 in Review

Arax Advisory Partners reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 14% in Q1 2026, selling an estimated $18.6K and leaving 1,479 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Arax Advisory Partners first reported a position in FNCL in Q1 2025 and has held it in 4 quarters since. The position peaked at $134K in Q4 2025. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

Arax Advisory Partners held 1,479 shares of Fidelity MSCI Financials Index ETF worth $104K as of Q1 2026.
Arax Advisory Partners sold 250 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $18.6K.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1363 holding.
Arax Advisory Partners first reported a position in Fidelity MSCI Financials Index ETF in Q1 2025 and has held it in 4 quarters since.
Arax Advisory Partners's Fidelity MSCI Financials Index ETF position peaked at $134K in Q4 2025.
250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.