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Blue Trust Inc’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-65
Closed -$4.91K – 2526
2025
Q3 		$4.96K Buy
+65
New +$4.9K ﹤0.01% 1996
2023
Q1 		– Sell
-259
Closed -$11K – 2417
2022
Q4 		$11K Buy
+259
New +$12.4K ﹤0.01% 1503

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Blue Trust Inc's FNCL Position: Q4 2025 in Review

Blue Trust Inc sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2025, closing a stake of 65 shares — an estimated $4.91K sold.

Blue Trust Inc first reported a position in FNCL in Q4 2022 and held it in 2 quarters. The position peaked at $11K in Q4 2022. 265 funds tracked by Wall St. Rank hold FNCL as of Q4 2025.

  • Blue Trust Inc reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 65 Fidelity MSCI Financials Index ETF shares in Q4 2025, an estimated $4.91K.
  • Blue Trust Inc first reported a position in Fidelity MSCI Financials Index ETF in Q4 2022 and held it in 2 quarters.
  • Blue Trust Inc's Fidelity MSCI Financials Index ETF position peaked at $11K in Q4 2022.
  • 265 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.