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

Avior Wealth Management’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 Q1	–	Sell	-66	Closed	-$4.58K	–	1307
2024 Q4	$4.58K	Buy	+66	New	+$4.54K	﹤0.01%	1885
2024 Q2	–	Sell	-77	Closed	-$4.6K	–	2791
2024 Q1	$4.6K	Hold	77	–	–	﹤0.01%	2107
2023 Q4	$4.15K	Hold	77	–	–	﹤0.01%	1195
2023 Q3	$3.6K	Hold	77	–	–	﹤0.01%	1287
2023 Q2	$3.65K	Hold	77	–	–	﹤0.01%	1262
2023 Q1	$3.49K	Hold	77	–	–	﹤0.01%	1305
2022 Q4	$3.71K	Hold	77	–	–	﹤0.01%	990
2022 Q3	$3K	Hold	77	–	–	﹤0.01%	980
2022 Q2	$3K	Hold	77	–	–	﹤0.01%	909
2022 Q1	$4K	Hold	77	–	–	﹤0.01%	921
2021 Q4	$4K	Hold	77	–	–	﹤0.01%	914
2021 Q3	$4K	Hold	77	–	–	﹤0.01%	873
2021 Q2	$4K	Hold	77	–	–	﹤0.01%	838
2021 Q1	$3K	Hold	77	–	–	﹤0.01%	876
2020 Q4	$3K	Hold	77	–	–	﹤0.01%	834
2020 Q3	$2K	Hold	77	–	–	﹤0.01%	822
2020 Q2	$2K	Hold	77	–	–	﹤0.01%	794
2020 Q1	$2K	Hold	77	–	–	﹤0.01%	679
2019 Q4	$3K	Hold	77	–	–	﹤0.01%	688
2019 Q3	$3K	Hold	77	–	–	﹤0.01%	652
2019 Q2	$3K	Hold	77	–	–	﹤0.01%	698
2019 Q1	$2K	Hold	77	–	–	﹤0.01%	610
2018 Q4	$2K	Hold	77	–	–	﹤0.01%	665
2018 Q3	$3K	Hold	77	–	–	﹤0.01%	662
2018 Q2	$3K	Hold	77	–	–	﹤0.01%	688
2018 Q1	$3K	Hold	77	–	–	﹤0.01%	663
2017 Q4	$3K	Hold	77	–	–	﹤0.01%	675
2017 Q3	$3K	Buy	+77	New	+$2.82K	﹤0.01%	422

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

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

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Avior Wealth Management's FNCL Position: Q1 2025 in Review

Avior Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2025, closing a stake of 66 shares — an estimated $4.58K sold.

Avior Wealth Management first reported a position in FNCL in Q3 2017 and held it in 28 quarters. The position peaked at $4.6K in Q1 2024. 259 funds tracked by Wall St. Rank hold FNCL as of Q1 2025.

Avior Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 66 Fidelity MSCI Financials Index ETF shares in Q1 2025, an estimated $4.58K.
Avior Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q3 2017 and held it in 28 quarters.
Avior Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $4.6K in Q1 2024.
259 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.