First Heartland Consultants’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

First Heartland Consultants’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	$201K	Buy	+2,622	New	+$194K	0.01%	574
2026 Q1	–	Sell	-2,573	Closed	-$200K	–	546
2025 Q4	$200K	Buy	+2,573	New	+$194K	0.02%	520

Other funds holding FNCL

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return