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

Aspire 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 Q1	–	Sell	-45,293	Closed	-$3.52M	–	129
2025 Q4	$3.52M	Buy	45,293 +2,740	+6%	+$207K	0.83%	30
2025 Q3	$3.25M	Buy	42,553 +15,337	+56%	+$1.16M	0.8%	30
2025 Q2	$2.02M	Sell	27,216 -21,502	-44%	-$1.49M	0.56%	36
2025 Q1	$3.39M	Buy	+48,718	New	+$3.45M	1.01%	29

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

Aspire Capital Advisors's FNCL Position: Q1 2026 in Review

Aspire Capital Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2026, closing a stake of 45,293 shares — an estimated $3.52M sold.

Aspire Capital Advisors first reported a position in FNCL in Q1 2025 and held it in 4 quarters. The position peaked at $3.52M in Q4 2025. 254 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

Aspire Capital Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2026 after selling out during the quarter.
Aspire Capital Advisors sold 45,293 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $3.52M.
Aspire Capital Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q1 2025 and held it in 4 quarters.
Aspire Capital Advisors's Fidelity MSCI Financials Index ETF position peaked at $3.52M in Q4 2025.
254 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Aspire Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.