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

Atria Wealth Solutions’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 Q2	$1.92M	Sell	25,514 -17,518	-41%	-$1.21M	0.04%	428
2025 Q1	$2.99M	Buy	43,032 +23,297	+118%	+$1.65M	0.04%	500
2024 Q4	$1.36M	Sell	19,735 -1,421	-7%	-$97.6K	0.01%	804
2024 Q3	$1.35M	Buy	21,156 +1,964	+10%	+$121K	0.01%	803
2024 Q2	$1.11M	Sell	19,192 -7,917	-29%	-$458K	0.01%	851
2024 Q1	$1.61M	Buy	27,109 +251	+0.9%	+$14K	0.02%	705
2023 Q4	$1.44M	Buy	26,858 +6,504	+32%	+$317K	0.02%	724
2023 Q3	$948K	Sell	20,354 -4,815	-19%	-$233K	0.01%	836
2023 Q2	$1.18M	Sell	25,169 -9,857	-28%	-$448K	0.02%	772
2023 Q1	$1.58M	Sell	35,026 -9,554	-21%	-$468K	0.02%	625
2022 Q4	$2.14M	Buy	44,580 +1,292	+3%	+$61.8K	0.03%	492
2022 Q3	$1.87M	Sell	43,288 -1,927	-4%	-$90.6K	0.03%	511
2022 Q2	$2.02M	Buy	45,215 +4,129	+10%	+$202K	0.04%	446
2022 Q1	$2.23M	Buy	+41,086	New	+$2.28M	0.04%	454

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Atria Wealth Solutions's FNCL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 41% in Q2 2025, selling an estimated $1.21M and leaving 25,514 shares worth $1.92M. The position accounts for 0.04% of the portfolio, ranked #428.

Atria Wealth Solutions first reported a position in FNCL in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.99M in Q1 2025. 254 funds tracked by Wall St. Rank hold FNCL as of Q2 2025.

Atria Wealth Solutions held 25,514 shares of Fidelity MSCI Financials Index ETF worth $1.92M as of Q2 2025.
Atria Wealth Solutions sold 17,518 Fidelity MSCI Financials Index ETF shares in Q2 2025, an estimated $1.21M.
Fidelity MSCI Financials Index ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #428 holding.
Atria Wealth Solutions first reported a position in Fidelity MSCI Financials Index ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Fidelity MSCI Financials Index ETF position peaked at $2.99M in Q1 2025.
254 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.