Atria Investments’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Atria Investments’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	$203K	Buy	+2,651	New	+$196K	﹤0.01%	2062
2026 Q1	–	Sell	-5,122	Closed	-$398K	–	2085
2025 Q4	$398K	Buy	+5,122	New	+$387K	﹤0.01%	1578
2021 Q4	–	Sell	-34,129	Closed	-$1.83M	–	863
2021 Q3	$1.83M	Sell	34,129 -6,028	-15%	-$322K	0.03%	561
2021 Q2	$2.1M	Buy	40,157 +5,065	+14%	+$265K	0.04%	481
2021 Q1	$1.72M	Buy	+35,092	New	+$1.62M	0.04%	510
2020 Q1	–	Sell	-24,521	Closed	-$1.09M	–	763
2019 Q4	$1.09M	Buy	24,521 +1,358	+6%	+$57.6K	0.03%	495
2019 Q3	$942K	Buy	23,163 +797	+4%	+$32K	0.03%	432
2019 Q2	$863K	Buy	+22,366	New	+$882K	0.03%	449
2018 Q4	–	Sell	-25,014	Closed	-$1.01M	–	925
2018 Q3	$1.01M	Sell	25,014 -3,722	-13%	-$153K	0.04%	389
2018 Q2	$1.13M	Buy	28,736 +1,808	+7%	+$73.3K	0.05%	349
2018 Q1	$1.09M	Sell	26,928 -803	-3%	-$33.7K	0.05%	334
2017 Q4	$1.13M	Sell	27,731 -11,329	-29%	-$447K	0.06%	309
2017 Q3	$1.48M	Sell	39,060 -7,216	-16%	-$265K	0.08%	239
2017 Q2	$1.68M	Buy	46,276 +6,901	+18%	+$242K	0.1%	207
2017 Q1	$1.38M	Buy	39,375 +20,034	+104%	+$711K	0.09%	221
2016 Q4	$669K	Buy	+19,341	New	+$615K	0.05%	289

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

Atria Investments's FNCL Position: Q2 2026 in Review

Atria Investments opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q2 2026: 2,651 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #2062 among its holdings. This is a return to the name: Atria Investments previously reported a position in FNCL as recently as Q4 2025.

Atria Investments first reported a position in FNCL in Q4 2016 and has held it in 16 quarters since. The position peaked at $2.1M in Q2 2021. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Atria Investments held 2,651 shares of Fidelity MSCI Financials Index ETF worth $203K as of Q2 2026.
Fidelity MSCI Financials Index ETF was a new Atria Investments position in Q2 2026.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2062 holding.
Atria Investments first reported a position in Fidelity MSCI Financials Index ETF in Q4 2016 and has held it in 16 quarters since.
Atria Investments's Fidelity MSCI Financials Index ETF position peaked at $2.1M in Q2 2021.
257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.