FMP
FNCL icon

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

SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 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. 42 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.
  • 42 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.