Farther Finance Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Farther Finance 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	$363K	Buy	4,739 +3,618	+323%	+$268K	﹤0.01%	1801
2026 Q1	$78.7K	Sell	1,121 -83	-7%	-$6.16K	﹤0.01%	2678
2025 Q4	$93.6K	Sell	1,204 -1,203	-50%	-$90.9K	﹤0.01%	2387
2025 Q3	$184K	Buy	2,407 +1,559	+184%	+$117K	﹤0.01%	1649
2025 Q2	$62.8K	Sell	848 -2,045	-71%	-$142K	﹤0.01%	2016
2025 Q1	$201K	Sell	2,893 -270	-9%	-$19.1K	0.01%	1223
2024 Q4	$217K	Buy	3,163 +2	+0.1%	+$137	0.01%	953
2024 Q3	$202K	Buy	3,161 +3,133	+11,189%	+$193K	0.01%	993
2024 Q2	$1.62K	Sell	28 -1	-3%	-$58	﹤0.01%	2873
2024 Q1	$1.7K	Hold	29	–	–	﹤0.01%	2552
2023 Q4	$1.55K	Sell	29 -15	-34%	-$731	﹤0.01%	2537
2023 Q3	$2.05K	Hold	44	–	–	﹤0.01%	1847
2023 Q2	$2.07K	Sell	44 -13	-23%	-$590	﹤0.01%	1742
2023 Q1	$2.57K	Buy	57 +46	+418%	+$2.25K	﹤0.01%	1548
2022 Q4	$527	Buy	+11	New	+$526	﹤0.01%	1823

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

Farther Finance Advisors's FNCL Position: Q2 2026 in Review

Farther Finance Advisors increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 323% in Q2 2026, buying an estimated $268K and bringing the position to 4,739 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Farther Finance Advisors first reported a position in FNCL in Q4 2022 and has held it in 15 quarters since. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Farther Finance Advisors held 4,739 shares of Fidelity MSCI Financials Index ETF worth $363K as of Q2 2026.
Farther Finance Advisors bought 3,618 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $268K.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1801 holding.
Farther Finance Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2022 and has held it in 15 quarters since.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.