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
2024
Q1 		$1K Sell
100
-200
-67% -$11.1K ﹤0.01% 2000
2023
Q4 		$1K Buy
+300
New +$14.6K ﹤0.01% 3317
2023
Q3 		– Sell
-400
Closed -$1K – 4048
2023
Q2 		$1K Hold
400
– – ﹤0.01% 3263
2023
Q1 		$1K Buy
+400
New +$19.6K ﹤0.01% 3416
2022
Q2 		– Sell
-500
Closed -$1K – 5277
2022
Q1 		$1K Sell
500
-200
-29% -$11.1K ﹤0.01% 4955
2021
Q4 		$1K Sell
700
-500
-42% -$28.2K ﹤0.01% 4995
2021
Q3 		$1K Buy
1,200
+500
+71% +$26.7K ﹤0.01% 5299
2021
Q2 		$2K Buy
+700
New +$36.6K ﹤0.01% 4987
2021
Q1 		– Sell
-200
Closed -$1K – 5969
2020
Q4 		$1K Buy
+200
New +$7.64K ﹤0.01% 4436
2018
Q1 		– Sell
-3,300
Closed -$3K – 4779
2017
Q4 		$3K Buy
+3,300
New +$130K ﹤0.01% 3946
2017
Q3 		– Sell
-12,200
Closed -$20K – 6213
2017
Q2 		$20K Buy
+12,200
New +$428K ﹤0.01% 3406

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