EWM
FNCL icon

EPG Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

EPG Wealth Management’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 		$56.4K Buy
737
+1
+0.1% +$74 0.01% 224
2026
Q1 		$51.7K Buy
736
+2
+0.3% +$148 0.01% 225
2025
Q4 		$57.1K Hold
734
– – 0.02% 221
2025
Q3 		$56K Buy
734
+1
+0.1% +$75 0.02% 222
2025
Q2 		$54.3K Buy
733
+1
+0.1% +$69 0.02% 222
2025
Q1 		$50.9K Sell
732
-317
-30% -$22.5K 0.01% 288
2024
Q4 		$72.1K Buy
1,049
+2
+0.2% +$137 0.02% 274
2024
Q3 		$66.8K Buy
+1,047
New +$64.4K 0.02% 281
2024
Q2 		– Sell
-1,272
Closed -$73.6K – 289
2024
Q1 		$75.6K Buy
1,272
+4
+0.3% +$223 0.02% 294
2023
Q4 		$69.1K Sell
1,268
-735
-37% -$35.8K 0.02% 286
2023
Q3 		$93.3K Buy
2,003
+7
+0.4% +$339 0.03% 264
2023
Q2 		$94K Sell
1,996
-693
-26% -$31.5K 0.03% 261
2023
Q1 		$121K Sell
2,689
-23,996
-90% -$1.18M 0.04% 255
2022
Q4 		$1.28M Sell
26,685
-65
-0.2% -$3.11K 0.49% 44
2022
Q3 		$1.15M Buy
26,750
+541
+2% +$25.4K 0.47% 47
2022
Q2 		$1.17M Buy
26,209
+1,608
+7% +$78.6K 0.5% 49
2022
Q1 		$1.33M Buy
24,601
+2,544
+12% +$141K 0.46% 50
2021
Q4 		$1.23M Buy
22,057
+645
+3% +$36.4K 0.43% 48
2021
Q3 		$1.15M Sell
21,412
-340
-2% -$18.1K 0.46% 45
2021
Q2 		$1.14M Buy
21,752
+10,655
+96% +$558K 0.48% 48
2021
Q1 		$543K Buy
11,097
+263
+2% +$12.1K 0.26% 86
2020
Q4 		$457K Sell
10,834
-66
-0.6% -$2.52K 0.27% 86
2020
Q3 		$369K Sell
10,900
-429
-4% -$14.8K 0.27% 81
2020
Q2 		$375K Buy
11,329
+660
+6% +$21.2K 0.27% 91
2020
Q1 		$313K Buy
10,669
+1,078
+11% +$42.7K 0.23% 87
2019
Q4 		$426K Buy
+9,591
New +$407K 0.31% 55

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

EPG Wealth Management's FNCL Position: Q2 2026 in Review

EPG Wealth Management increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 0.14% in Q2 2026, buying an estimated $74 and bringing the position to 737 shares worth $56.4K. The position accounts for 0.01% of the portfolio, ranked #224.

EPG Wealth Management first reported a position in FNCL in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.33M in Q1 2022. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • EPG Wealth Management held 737 shares of Fidelity MSCI Financials Index ETF worth $56.4K as of Q2 2026.
  • EPG Wealth Management bought 1 Fidelity MSCI Financials Index ETF share in Q2 2026, an estimated $74.
  • Fidelity MSCI Financials Index ETF made up 0.01% of EPG Wealth Management's portfolio in Q2 2026, its #224 holding.
  • EPG Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2019 and has held it in 26 quarters since.
  • EPG Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $1.33M in Q1 2022.
  • 255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.