CG
FNCL icon

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

Cutler 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
2023
Q4 		– Sell
-2,900
Closed -$141K – 3944
2023
Q3 		$135K Buy
2,900
+2,700
+1,350% +$131K 0.02% 960
2023
Q2 		$9K Buy
+200
New +$9.08K ﹤0.01% 2298
2022
Q4 		– Sell
-100
Closed -$4K – 4728
2022
Q3 		$4K Buy
+100
New +$4.7K ﹤0.01% 3771
2022
Q2 		– Sell
-1,200
Closed -$58.6K – 5278
2022
Q1 		$64K Buy
1,200
+800
+200% +$44.4K 0.01% 2046
2021
Q4 		$22K Sell
400
-500
-56% -$28.2K ﹤0.01% 3044
2021
Q3 		$48K Buy
+900
New +$48K ﹤0.01% 2529
2021
Q1 		– Sell
-1,100
Closed -$50.8K – 5970
2020
Q4 		$46K Buy
+1,100
New +$42K ﹤0.01% 2069
2020
Q3 		– Sell
-1,700
Closed -$58.5K – 4970
2020
Q2 		$56K Sell
1,700
-400
-19% -$12.9K 0.01% 1672
2020
Q1 		$61K Buy
2,100
+300
+17% +$11.9K 0.01% 1610
2019
Q4 		$79K Buy
+1,800
New +$76.4K 0.01% 1328
2017
Q3 		– Sell
-400
Closed -$14.7K – 6214
2017
Q2 		$14K Buy
+400
New +$14K ﹤0.01% 3792

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $25.5B 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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 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
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return