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

Arkadios 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
2026
Q1 		– Sell
-3,401
Closed -$264K – 1734
2025
Q4 		$264K Buy
3,401
+30
+0.9% +$2.27K 0.01% 1305
2025
Q3 		$257K Sell
3,371
-324
-9% -$24.4K 0.01% 1218
2025
Q2 		$274K Buy
3,695
+3
+0.1% +$208 0.01% 1087
2025
Q1 		$257K Buy
3,692
+731
+25% +$51.8K 0.01% 961
2024
Q4 		$203K Buy
+2,961
New +$203K 0.01% 857
2024
Q2 		– Sell
-3,565
Closed -$212K – 879
2024
Q1 		$212K Buy
+3,565
New +$198K 0.02% 641
2022
Q1 		– Sell
-3,623
Closed -$203K – 583
2021
Q4 		$203K Hold
3,623
– – 0.03% 557
2021
Q3 		$194K Sell
3,623
-15,245
-81% -$813K 0.03% 513
2021
Q2 		$987K Buy
18,868
+11,884
+170% +$622K 0.12% 202
2021
Q1 		$341K Buy
6,984
+1,299
+23% +$60K 0.06% 324
2020
Q4 		$240K Buy
5,685
+4,873
+600% +$186K 0.05% 294
2020
Q3 		$28.9K Buy
812
+100
+14% +$3.44K 0.01% 519
2020
Q2 		$23.9K Buy
712
+3
+0.4% +$97 0.01% 509
2020
Q1 		$20.8K Sell
709
-159
-18% -$6.3K 0.01% 480
2019
Q4 		$39.1K Buy
+868
New +$36.8K 0.02% 343

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $375M AUM 25.78% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Arkadios Wealth Advisors's FNCL Position: Q1 2026 in Review

Arkadios Wealth Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2026, closing a stake of 3,401 shares — an estimated $264K sold.

Arkadios Wealth Advisors first reported a position in FNCL in Q4 2019 and held it in 15 quarters. The position peaked at $987K in Q2 2021. 254 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

  • Arkadios Wealth Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,401 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $264K.
  • Arkadios Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2019 and held it in 15 quarters.
  • Arkadios Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $987K in Q2 2021.
  • 254 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.