FA
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FDx Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

FDx 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
2018
Q3 		– Sell
-6,218
Closed -$244K – 898
2018
Q2 		$244K Sell
6,218
-6,430
-51% -$261K 0.01% 792
2018
Q1 		$511K Buy
12,648
+4,328
+52% +$182K 0.02% 746
2017
Q4 		$339K Sell
8,320
-3,103
-27% -$122K 0.01% 965
2017
Q3 		$434K Buy
11,423
+34
+0.3% +$1.25K 0.01% 858
2017
Q2 		$414K Buy
11,389
+986
+9% +$34.6K 0.01% 843
2017
Q1 		$366K Sell
10,403
-7,667
-42% -$272K 0.01% 901
2016
Q4 		$625K Buy
+18,070
New +$575K 0.02% 686

Other funds holding FNCL

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return