Athena Wealth Management
FNCL icon

Athena Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Athena Wealth Management’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
Q3 		– Sell
-3,340
Closed -$256K – 107
2026
Q2 		$256K Sell
3,340
-5,241
-61% -$388K 0.19% 93
2026
Q1 		$602K Buy
8,581
+1,509
+21% +$112K 0.49% 52
2025
Q4 		$550K Buy
+7,072
New +$534K 0.53% 44

Other funds holding FNCL

Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Smith Shellnut Wilson
Smith Shellnut Wilson Ridgeland, Mississippi $262M AUM 21.99% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Athena Wealth Management's FNCL Position: Q3 2026 in Review

Athena Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2026, closing a stake of 3,340 shares — an estimated $256K sold.

Athena Wealth Management first reported a position in FNCL in Q4 2025 and held it in 3 quarters. The position peaked at $602K in Q1 2026. 58 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

  • Athena Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2026 after selling out during the quarter.
  • Athena Wealth Management sold 3,340 Fidelity MSCI Financials Index ETF shares in Q3 2026, an estimated $256K.
  • Athena Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2025 and held it in 3 quarters.
  • Athena Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $602K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.