B. Riley Wealth Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

B. Riley Wealth Advisors’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
2022 Q1	–	Sell	-6,344	Closed	-$355K	–	1427
2021 Q4	$355K	Buy	+6,344	New	+$358K	0.01%	980
2018 Q2	–	Sell	-12,942	Closed	-$523K	–	693
2018 Q1	$523K	Sell	12,942 -332	-3%	-$13.9K	0.07%	299
2017 Q4	$542K	Buy	+13,274	New	+$523K	0.07%	296
2017 Q3	–	Sell	-24,120	Closed	-$877K	–	554
2017 Q2	$877K	Sell	24,120 -1,222	-5%	-$42.9K	0.16%	166
2017 Q1	$892K	Buy	+25,342	New	+$899K	0.18%	145
2016 Q1	–	Sell	-12,582	Closed	-$357K	–	569
2015 Q4	$357K	Buy	+12,582	New	+$358K	0.07%	313

Other funds holding FNCL

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

B. Riley Wealth Advisors's FNCL Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2022, closing a stake of 6,344 shares — an estimated $355K sold.

B. Riley Wealth Advisors first reported a position in FNCL in Q4 2015 and held it in 6 quarters. The position peaked at $892K in Q1 2017. 196 funds tracked by Wall St. Rank hold FNCL as of Q1 2022.

B. Riley Wealth Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 6,344 Fidelity MSCI Financials Index ETF shares in Q1 2022, an estimated $355K.
B. Riley Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2015 and held it in 6 quarters.
B. Riley Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $892K in Q1 2017.
196 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.