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 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

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

CX Institutional's FNCL Position: Q2 2026 in Review

CX Institutional increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 0.35% in Q2 2026, buying an estimated $74 and bringing the position to 287 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

CX Institutional first reported a position in FNCL in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.67M in Q1 2023. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

CX Institutional held 287 shares of Fidelity MSCI Financials Index ETF worth $22K as of Q2 2026.
CX Institutional bought 1 Fidelity MSCI Financials Index ETF share in Q2 2026, an estimated $74.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1155 holding.
CX Institutional first reported a position in Fidelity MSCI Financials Index ETF in Q1 2023 and has held it in 12 quarters since.
CX Institutional's Fidelity MSCI Financials Index ETF position peaked at $4.67M in Q1 2023.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.