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

Axxcess 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
2026 Q1	–	Sell	-9,739	Closed	-$757K	–	612
2025 Q4	$757K	Buy	9,739 +78	+0.8%	+$5.89K	0.01%	572
2025 Q3	$738K	Sell	9,661 -2,519	-21%	-$190K	0.02%	525
2025 Q2	$902K	Buy	12,180 +6,831	+128%	+$474K	0.02%	453
2025 Q1	$372K	Buy	5,349 +1,893	+55%	+$134K	0.01%	615
2024 Q4	$237K	Buy	+3,456	New	+$237K	0.01%	749
2024 Q2	–	Sell	-4,383	Closed	-$260K	–	888
2024 Q1	$260K	Sell	4,383 -674	-13%	-$37.5K	0.01%	712
2023 Q4	$271K	Buy	+5,057	New	+$246K	0.01%	673

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $375M AUM 25.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Axxcess Wealth Management's FNCL Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2026, closing a stake of 9,739 shares — an estimated $757K sold.

Axxcess Wealth Management first reported a position in FNCL in Q4 2023 and held it in 7 quarters. The position peaked at $902K in Q2 2025. 253 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

Axxcess Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 9,739 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $757K.
Axxcess Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2023 and held it in 7 quarters.
Axxcess Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $902K in Q2 2025.
253 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.