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

Arete Wealth 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
2025
Q1 		– Sell
-2,917
Closed -$200K – 742
2024
Q4 		$200K Buy
+2,917
New +$200K 0.01% 702

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Arete Wealth Advisors's FNCL Position: Q1 2025 in Review

Arete Wealth Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2025, closing a stake of 2,917 shares — an estimated $200K sold.

Arete Wealth Advisors first reported a position in FNCL in Q4 2024 and held it in 1 quarter. The position peaked at $200K in Q4 2024. 259 funds tracked by Wall St. Rank hold FNCL as of Q1 2025.

  • Arete Wealth Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,917 Fidelity MSCI Financials Index ETF shares in Q1 2025, an estimated $200K.
  • Arete Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and held it in 1 quarter.
  • Arete Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $200K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.