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

Avion Wealth’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
Q3 		– Sell
-7
Closed – – 1504
2026
Q2 		$0 Hold
7
– – ﹤0.01% 1527
2026
Q1 		$0 Hold
7
– – ﹤0.01% 1365
2025
Q4 		$0 Sell
7
-3
-30% -$227 ﹤0.01% 1351
2025
Q3 		$0 Buy
+10
New +$753 ﹤0.01% 1314

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Strategic Point Investment Advisors
Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Fischer Financial Services
Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Avion Wealth's FNCL Position: Q3 2026 in Review

Avion Wealth sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2026, closing a stake of 7 shares.

Avion Wealth first reported a position in FNCL in Q3 2025 and held it in 4 quarters. The position peaked at $0 in Q2 2026. 170 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

  • Avion Wealth reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 7 Fidelity MSCI Financials Index ETF shares in Q3 2026.
  • Avion Wealth first reported a position in Fidelity MSCI Financials Index ETF in Q3 2025 and held it in 4 quarters.
  • Avion Wealth's Fidelity MSCI Financials Index ETF position peaked at $0 in Q2 2026.
  • 170 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.