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

Capital A 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 Q2	$964	Buy	+18	New	+$1.25K	0.01%	380

Other funds holding FNCL

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Capital A Wealth Management's FNCL Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q2 2025: 18 shares worth $964. The stake represents 0.01% of the portfolio and ranks #380 among its holdings.

254 funds tracked by Wall St. Rank hold FNCL as of Q2 2025.

Capital A Wealth Management held 18 shares of Fidelity MSCI Financials Index ETF worth $964 as of Q2 2025.
Fidelity MSCI Financials Index ETF was a new Capital A Wealth Management position in Q2 2025.
Fidelity MSCI Financials Index ETF made up 0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #380 holding.
254 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.