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Essex Financial Services’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Essex Financial Services’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
-8,836
Closed -$675K – 792
2025
Q3 		$675K Buy
8,836
+1,618
+22% +$122K 0.04% 357
2025
Q2 		$534K Sell
7,218
-434
-6% -$30.1K 0.04% 395
2025
Q1 		$532K Buy
7,652
+4,415
+136% +$313K 0.04% 371
2024
Q4 		$222K Buy
+3,237
New +$222K 0.02% 576

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 $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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 $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $80B AUM 26.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Essex Financial Services's FNCL Position: Q4 2025 in Review

Essex Financial Services sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2025, closing a stake of 8,836 shares — an estimated $675K sold.

Essex Financial Services first reported a position in FNCL in Q4 2024 and held it in 4 quarters. The position peaked at $675K in Q3 2025. 267 funds tracked by Wall St. Rank hold FNCL as of Q4 2025.

  • Essex Financial Services reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2025 after selling out during the quarter.
  • Essex Financial Services sold 8,836 Fidelity MSCI Financials Index ETF shares in Q4 2025, an estimated $675K.
  • Essex Financial Services first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and held it in 4 quarters.
  • Essex Financial Services's Fidelity MSCI Financials Index ETF position peaked at $675K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2025.

Based on Essex Financial Services's 13F filing for Q4 2025, filed 10 Feb 2026.