Financial Management Professionals’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Financial Management Professionals’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	$10.4K	Buy	+136	New	+$10.1K	﹤0.01%	583
2016 Q3	–	Sell	-474	Closed	-$13K	–	344
2016 Q2	$13K	Buy	+474	New	+$13.1K	0.01%	178

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

Financial Management Professionals's FNCL Position: Q2 2026 in Review

Financial Management Professionals opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q2 2026: 136 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in FNCL as recently as Q2 2016.

Financial Management Professionals first reported a position in FNCL in Q2 2016 and has held it in 2 quarters since. The position peaked at $13K in Q2 2016. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Financial Management Professionals held 136 shares of Fidelity MSCI Financials Index ETF worth $10.4K as of Q2 2026.
Fidelity MSCI Financials Index ETF was a new Financial Management Professionals position in Q2 2026.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #583 holding.
Financial Management Professionals first reported a position in Fidelity MSCI Financials Index ETF in Q2 2016 and has held it in 2 quarters since.
Financial Management Professionals's Fidelity MSCI Financials Index ETF position peaked at $13K in Q2 2016.
256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.