FP
FNCL icon

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

Financial Perspectives’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 		$38.7K Hold
505
– – 0.01% 369
2026
Q1 		$35.5K Buy
505
+2
+0.4% +$148 0.01% 361
2025
Q4 		$39.1K Buy
503
+1
+0.2% +$76 0.01% 344
2025
Q3 		$38.3K Buy
502
+1
+0.2% +$75 0.01% 348
2025
Q2 		$37.1K Buy
501
+1
+0.2% +$69 0.01% 344
2025
Q1 		$34.7K Buy
500
+2
+0.4% +$142 0.01% 334
2024
Q4 		$34.2K Buy
498
+1
+0.2% +$69 0.01% 341
2024
Q3 		$31.7K Sell
497
-301
-38% -$18.5K 0.01% 327
2024
Q2 		$46.2K Buy
798
+2
+0.3% +$116 0.02% 285
2024
Q1 		$47.3K Buy
796
+2
+0.3% +$111 0.02% 283
2023
Q4 		$42.5K Sell
794
-461
-37% -$22.5K 0.02% 285
2023
Q3 		$58.4K Buy
1,255
+3
+0.2% +$145 0.03% 242
2023
Q2 		$59K Buy
1,252
+2
+0.2% +$91 0.03% 243
2023
Q1 		$56.4K Buy
1,250
+5
+0.4% +$245 0.03% 252
2022
Q4 		$59.7K Buy
1,245
+5
+0.4% +$239 0.03% 233
2022
Q3 		$53.4K Buy
1,240
+301
+32% +$14.2K 0.03% 228
2022
Q2 		$41.9K Buy
939
+94
+11% +$4.59K 0.02% 252
2022
Q1 		$45.8K Buy
845
+300
+55% +$16.6K 0.02% 261
2021
Q4 		$30.5K Buy
545
+77
+16% +$4.35K 0.01% 302
2021
Q3 		$25.1K Buy
468
+2
+0.4% +$107 0.01% 328
2021
Q2 		$24.4K Buy
466
+2
+0.4% +$105 0.01% 355
2021
Q1 		$22.7K Buy
464
+2
+0.4% +$92 0.01% 348
2020
Q4 		$19.5K Buy
462
+1
+0.2% +$38 0.01% 339
2020
Q3 		$15.6K Buy
461
+306
+197% +$10.5K 0.01% 319
2020
Q2 		$5.13K Buy
+155
New +$4.99K ﹤0.01% 407

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Financial Perspectives's FNCL Position: Q2 2026 in Review

Financial Perspectives held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q2 2026 at 505 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #369.

Financial Perspectives first reported a position in FNCL in Q2 2020 and has held it in 25 quarters since. The position peaked at $59.7K in Q4 2022. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Financial Perspectives held 505 shares of Fidelity MSCI Financials Index ETF worth $38.7K as of Q2 2026.
  • Financial Perspectives left its Fidelity MSCI Financials Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Financials Index ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #369 holding.
  • Financial Perspectives first reported a position in Fidelity MSCI Financials Index ETF in Q2 2020 and has held it in 25 quarters since.
  • Financial Perspectives's Fidelity MSCI Financials Index ETF position peaked at $59.7K in Q4 2022.
  • 256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.