Atlas Brown’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Atlas Brown’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 Q2	$322K	Buy	4,200 +94	+2%	+$6.96K	0.09%	191
2026 Q1	$288K	Buy	4,106 +106	+3%	+$7.87K	0.09%	187
2025 Q4	$311K	Buy	4,000 +302	+8%	+$22.8K	0.09%	179
2025 Q3	$282K	Buy	3,698 +5	+0.1%	+$377	0.08%	187
2025 Q2	$273K	Buy	3,693 +47	+1%	+$3.26K	0.09%	184
2025 Q1	$253K	Buy	3,646 +224	+7%	+$15.9K	0.09%	183
2024 Q4	$235K	Buy	+3,422	New	+$235K	0.08%	191
2022 Q2	–	Sell	-4,461	Closed	-$242K	–	182
2022 Q1	$242K	Buy	4,461 +17	+0.4%	+$943	0.1%	165
2021 Q4	$249K	Buy	4,444 +16	+0.4%	+$903	0.1%	164
2021 Q3	$238K	Buy	4,428 +16	+0.4%	+$854	0.1%	160
2021 Q2	$231K	Buy	4,412 +114	+3%	+$5.96K	0.1%	164
2021 Q1	$210K	Buy	+4,298	New	+$199K	0.1%	162

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Atlas Brown's FNCL Position: Q2 2026 in Review

Atlas Brown increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 2.3% in Q2 2026, buying an estimated $6.96K and bringing the position to 4,200 shares worth $322K. The position accounts for 0.09% of the portfolio, ranked #191.

Atlas Brown first reported a position in FNCL in Q1 2021 and has held it in 12 quarters since. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Atlas Brown held 4,200 shares of Fidelity MSCI Financials Index ETF worth $322K as of Q2 2026.
Atlas Brown bought 94 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $6.96K.
Fidelity MSCI Financials Index ETF made up 0.09% of Atlas Brown's portfolio in Q2 2026, its #191 holding.
Atlas Brown first reported a position in Fidelity MSCI Financials Index ETF in Q1 2021 and has held it in 12 quarters since.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.