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Atomi Financial Group’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Atomi Financial Group’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
2025
Q4 		– Sell
-3,026
Closed -$231K – 1235
2025
Q3 		$231K Sell
3,026
-198
-6% -$14.9K 0.01% 1037
2025
Q2 		$239K Buy
3,224
+317
+11% +$22K 0.01% 948
2025
Q1 		$202K Buy
+2,907
New +$206K 0.01% 976

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Atomi Financial Group's FNCL Position: Q4 2025 in Review

Atomi Financial Group sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2025, closing a stake of 3,026 shares — an estimated $231K sold.

Atomi Financial Group first reported a position in FNCL in Q1 2025 and held it in 3 quarters. The position peaked at $239K in Q2 2025. 265 funds tracked by Wall St. Rank hold FNCL as of Q4 2025.

  • Atomi Financial Group reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2025 after selling out during the quarter.
  • Atomi Financial Group sold 3,026 Fidelity MSCI Financials Index ETF shares in Q4 2025, an estimated $231K.
  • Atomi Financial Group first reported a position in Fidelity MSCI Financials Index ETF in Q1 2025 and held it in 3 quarters.
  • Atomi Financial Group's Fidelity MSCI Financials Index ETF position peaked at $239K in Q2 2025.
  • 265 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2025.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.