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

Aspire Private Capital’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
2024 Q4	–	Sell	-52	Closed	-$3.3K	–	331
2024 Q3	$3.3K	Hold	52	–	–	﹤0.01%	507
2024 Q2	$2.98K	Buy	52 +1	+2%	+$58	﹤0.01%	524
2024 Q1	$3.05K	Hold	51	–	–	﹤0.01%	545
2023 Q4	$2.73K	Buy	51 +1	+2%	+$49	﹤0.01%	535
2023 Q3	$2.37K	Sell	50 -1	-2%	-$48	﹤0.01%	550
2023 Q2	$2.38K	Buy	51 +1	+2%	+$45	﹤0.01%	529
2023 Q1	$2.27K	Buy	+50	New	+$2.45K	﹤0.01%	529

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Aspire Private Capital's FNCL Position: Q4 2024 in Review

Aspire Private Capital sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2024, closing a stake of 52 shares — an estimated $3.3K sold.

Aspire Private Capital first reported a position in FNCL in Q1 2023 and held it in 7 quarters. The position peaked at $3.3K in Q3 2024. 249 funds tracked by Wall St. Rank hold FNCL as of Q4 2024.

Aspire Private Capital reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 52 Fidelity MSCI Financials Index ETF shares in Q4 2024, an estimated $3.3K.
Aspire Private Capital first reported a position in Fidelity MSCI Financials Index ETF in Q1 2023 and held it in 7 quarters.
Aspire Private Capital's Fidelity MSCI Financials Index ETF position peaked at $3.3K in Q3 2024.
249 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.