CI
FNCL icon

CX Institutional’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

CX Institutional’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 		$23K Buy
301
+14
+5% +$1.13K ﹤0.01% 1199
2026
Q2 		$22K Buy
287
+1
+0.3% +$74 ﹤0.01% 1155
2026
Q1 		$20K Sell
286
-743
-72% -$55.2K ﹤0.01% 1127
2025
Q4 		$80K Buy
1,029
+728
+242% +$55K ﹤0.01% 890
2025
Q3 		$23K Sell
301
-1,177
-80% -$88.7K ﹤0.01% 1071
2025
Q2 		$109K Buy
1,478
+1,093
+284% +$75.8K ﹤0.01% 750
2025
Q1 		$27K Buy
+385
New +$27.3K ﹤0.01% 917
2024
Q3 		– Sell
-23,838
Closed -$1.38M – 565
2024
Q2 		$1.38M Buy
23,838
+436
+2% +$25.2K 0.06% 229
2024
Q1 		$1.39M Buy
23,402
+237
+1% +$13.2K 0.07% 230
2023
Q4 		$1.24M Buy
23,165
+13,845
+149% +$675K 0.07% 232
2023
Q3 		$434K Sell
9,320
-3,502
-27% -$169K 0.02% 348
2023
Q2 		$604K Sell
12,822
-90,730
-88% -$4.12M 0.03% 332
2023
Q1 		$4.67M Buy
+103,552
New +$5.07M 0.25% 112

Other funds holding FNCL

YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional's FNCL Position: Q3 2026 in Review

CX Institutional increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 4.9% in Q3 2026, buying an estimated $1.13K and bringing the position to 301 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

CX Institutional first reported a position in FNCL in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.67M in Q1 2023. 28 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

  • CX Institutional held 301 shares of Fidelity MSCI Financials Index ETF worth $23K as of Q3 2026.
  • CX Institutional bought 14 Fidelity MSCI Financials Index ETF shares in Q3 2026, an estimated $1.13K.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1199 holding.
  • CX Institutional first reported a position in Fidelity MSCI Financials Index ETF in Q1 2023 and has held it in 13 quarters since.
  • CX Institutional's Fidelity MSCI Financials Index ETF position peaked at $4.67M in Q1 2023.
  • 28 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.