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 Q3	$258K	Sell	3,405 -227	-6%	-$18.3K	0.01%	629
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 $39.1B AUM 20.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $382M AUM 18.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

CWA Asset Management Group's FNCL Position: Q3 2026 in Review

CWA Asset Management Group reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 6.3% in Q3 2026, selling an estimated $18.3K and leaving 3,405 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #629.

CWA Asset Management Group first reported a position in FNCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $278K in Q2 2026. 225 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

CWA Asset Management Group held 3,405 shares of Fidelity MSCI Financials Index ETF worth $258K as of Q3 2026.
CWA Asset Management Group sold 227 Fidelity MSCI Financials Index ETF shares in Q3 2026, an estimated $18.3K.
Fidelity MSCI Financials Index ETF made up 0.01% of CWA Asset Management Group's portfolio in Q3 2026, its #629 holding.
CWA Asset Management Group first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and has held it in 8 quarters since.
CWA Asset Management Group's Fidelity MSCI Financials Index ETF position peaked at $278K in Q2 2026.
225 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on CWA Asset Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.