AFP
FNCL icon

Ausdal Financial Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Ausdal Financial Partners’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
2018
Q4 		– Sell
-5,786
Closed -$233K – 293
2018
Q3 		$233K Sell
5,786
-4,234
-42% -$174K 0.07% 337
2018
Q2 		$393K Sell
10,020
-993
-9% -$40.3K 0.12% 226
2018
Q1 		$445K Buy
11,013
+748
+7% +$31.4K 0.15% 188
2017
Q4 		$418K Buy
+10,265
New +$405K 0.15% 196
2017
Q2 		– Sell
-7,740
Closed -$272K – 319
2017
Q1 		$272K Buy
+7,740
New +$275K 0.12% 209

Other funds holding FNCL

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return