EverSource Wealth Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

EverSource Wealth Advisors’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	$4.06K	Buy	+53	New	+$3.93K	﹤0.01%	3390
2024 Q3	–	Sell	-262	Closed	-$16.2K	–	3065
2024 Q2	$16.2K	Buy	+262	New	+$15.2K	﹤0.01%	1606
2023 Q2	–	Sell	-160	Closed	-$7.22K	–	2532
2023 Q1	$7.22K	Buy	+160	New	+$7.84K	﹤0.01%	1508

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

EverSource Wealth Advisors's FNCL Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q2 2026: 53 shares worth $4.06K. The stake represents ﹤0.01% of the portfolio and ranks #3390 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in FNCL as recently as Q2 2024.

EverSource Wealth Advisors first reported a position in FNCL in Q1 2023 and has held it in 3 quarters since. The position peaked at $16.2K in Q2 2024. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

EverSource Wealth Advisors held 53 shares of Fidelity MSCI Financials Index ETF worth $4.06K as of Q2 2026.
Fidelity MSCI Financials Index ETF was a new EverSource Wealth Advisors position in Q2 2026.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3390 holding.
EverSource Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q1 2023 and has held it in 3 quarters since.
EverSource Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $16.2K in Q2 2024.
257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.