EH
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Equitable Holdings’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Equitable Holdings’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
2022
Q4 		– Sell
-5,070
Closed -$218K – 920
2022
Q3 		$218K Buy
+5,070
New +$238K ﹤0.01% 788

Other funds holding FNCL

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Equitable Holdings's FNCL Position: Q4 2022 in Review

Equitable Holdings sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2022, closing a stake of 5,070 shares — an estimated $218K sold.

Equitable Holdings first reported a position in FNCL in Q3 2022 and held it in 1 quarter. The position peaked at $218K in Q3 2022. 197 funds tracked by Wall St. Rank hold FNCL as of Q4 2022.

  • Equitable Holdings reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2022 after selling out during the quarter.
  • Equitable Holdings sold 5,070 Fidelity MSCI Financials Index ETF shares in Q4 2022, an estimated $218K.
  • Equitable Holdings first reported a position in Fidelity MSCI Financials Index ETF in Q3 2022 and held it in 1 quarter.
  • Equitable Holdings's Fidelity MSCI Financials Index ETF position peaked at $218K in Q3 2022.
  • 197 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2022.

Based on Equitable Holdings's 13F filing for Q4 2022, filed 14 Feb 2023.