EverSource Wealth Advisors
FNCL icon

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
Q3 		– Sell
-53
Closed -$4.06K – 4595
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% 1605
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
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Strategic Point Investment Advisors
Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Fischer Financial Services
Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Smith Salley Wealth Management
Smith Salley Wealth Management Greensboro, North Carolina $2.42B AUM 30.71% 1-Year Est. Return

EverSource Wealth Advisors's FNCL Position: Q3 2026 in Review

EverSource Wealth Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2026, closing a stake of 53 shares — an estimated $4.06K sold.

EverSource Wealth Advisors first reported a position in FNCL in Q1 2023 and held it in 3 quarters. The position peaked at $16.2K in Q2 2024. 124 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

  • EverSource Wealth Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 53 Fidelity MSCI Financials Index ETF shares in Q3 2026, an estimated $4.06K.
  • EverSource Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q1 2023 and held it in 3 quarters.
  • EverSource Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $16.2K in Q2 2024.
  • 124 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.