CWA Asset Management Group’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

CWA Asset Management 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
2026 Q2	$278K	Buy	3,632 +227	+7%	+$16.8K	0.01%	609
2026 Q1	$239K	Hold	3,405	–	–	0.01%	605
2025 Q4	$265K	Hold	3,405	–	–	0.01%	565
2025 Q3	$260K	Hold	3,405	–	–	0.01%	583
2025 Q2	$252K	Hold	3,405	–	–	0.01%	574
2025 Q1	$237K	Hold	3,405	–	–	0.01%	563
2024 Q4	$234K	Buy	+3,405	New	+$234K	0.01%	524

Other funds holding FNCL

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

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CWA Asset Management Group's FNCL Position: Q2 2026 in Review

CWA Asset Management Group increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 6.7% in Q2 2026, buying an estimated $16.8K and bringing the position to 3,632 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #609.

CWA Asset Management Group first reported a position in FNCL in Q4 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

CWA Asset Management Group held 3,632 shares of Fidelity MSCI Financials Index ETF worth $278K as of Q2 2026.
CWA Asset Management Group bought 227 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $16.8K.
Fidelity MSCI Financials Index ETF made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #609 holding.
CWA Asset Management Group first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and has held it in 7 quarters since.
256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.