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Empowered Funds’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Empowered Funds’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
2025
Q4 		– Sell
-4,938
Closed -$377K – 1313
2025
Q3 		$377K Buy
+4,938
New +$372K ﹤0.01% 1520
2025
Q1 		– Sell
-355
Closed -$24.4K – 1681
2024
Q4 		$24.4K Buy
+355
New +$24.4K ﹤0.01% 1633
2021
Q3 		– Sell
-465,902
Closed -$24.4M – 229
2021
Q2 		$24.4M Buy
+465,902
New +$24.4M 3.1% 4

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empowered Funds's FNCL Position: Q4 2025 in Review

Empowered Funds sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2025, closing a stake of 4,938 shares — an estimated $377K sold.

Empowered Funds first reported a position in FNCL in Q2 2021 and held it in 3 quarters. The position peaked at $24.4M in Q2 2021. 265 funds tracked by Wall St. Rank hold FNCL as of Q4 2025.

  • Empowered Funds reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2025 after selling out during the quarter.
  • Empowered Funds sold 4,938 Fidelity MSCI Financials Index ETF shares in Q4 2025, an estimated $377K.
  • Empowered Funds first reported a position in Fidelity MSCI Financials Index ETF in Q2 2021 and held it in 3 quarters.
  • Empowered Funds's Fidelity MSCI Financials Index ETF position peaked at $24.4M in Q2 2021.
  • 265 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.