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

Cranbrook 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 		– Sell
-346
Closed -$24.1K – 420
2025
Q1 		$24.1K Buy
+346
New +$24.5K 0.01% 222

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
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
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Cranbrook Wealth Management's FNCL Position: Q2 2025 in Review

Cranbrook Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2025, closing a stake of 346 shares — an estimated $24.1K sold.

Cranbrook Wealth Management first reported a position in FNCL in Q1 2025 and held it in 1 quarter. The position peaked at $24.1K in Q1 2025. 254 funds tracked by Wall St. Rank hold FNCL as of Q2 2025.

  • Cranbrook Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2025 after selling out during the quarter.
  • Cranbrook Wealth Management sold 346 Fidelity MSCI Financials Index ETF shares in Q2 2025, an estimated $24.1K.
  • Cranbrook Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q1 2025 and held it in 1 quarter.
  • Cranbrook Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $24.1K in Q1 2025.
  • 254 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2025.

Based on Cranbrook Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.