Csenge Advisory Group’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Csenge Advisory Group’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 Q2	–	Sell	-6,673	Closed	-$361K	–	609
2022 Q1	$361K	Buy	+6,673	New	+$370K	0.03%	448
2021 Q4	–	Sell	-7,435	Closed	-$405K	–	572
2021 Q3	$405K	Buy	+7,435	New	+$397K	0.03%	411

Other funds holding FNCL

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

FSC

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWM

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Csenge Advisory Group's FNCL Position: Q2 2022 in Review

Csenge Advisory Group sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2022, closing a stake of 6,673 shares — an estimated $361K sold.

Csenge Advisory Group first reported a position in FNCL in Q3 2021 and held it in 2 quarters. The position peaked at $405K in Q3 2021. 185 funds tracked by Wall St. Rank hold FNCL as of Q2 2022.

Csenge Advisory Group reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2022 after selling out during the quarter.
Csenge Advisory Group sold 6,673 Fidelity MSCI Financials Index ETF shares in Q2 2022, an estimated $361K.
Csenge Advisory Group first reported a position in Fidelity MSCI Financials Index ETF in Q3 2021 and held it in 2 quarters.
Csenge Advisory Group's Fidelity MSCI Financials Index ETF position peaked at $405K in Q3 2021.
185 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2022.

Based on Csenge Advisory Group's 13F filing for Q2 2022, filed 27 Jul 2022.