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

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

First Heartland Consultants's FNCL Position: Q2 2026 in Review

First Heartland Consultants opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q2 2026: 2,622 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #574 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in FNCL as recently as Q4 2025.

First Heartland Consultants first reported a position in FNCL in Q4 2025 and has held it in 2 quarters since. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

First Heartland Consultants held 2,622 shares of Fidelity MSCI Financials Index ETF worth $201K as of Q2 2026.
Fidelity MSCI Financials Index ETF was a new First Heartland Consultants position in Q2 2026.
Fidelity MSCI Financials Index ETF made up 0.01% of First Heartland Consultants's portfolio in Q2 2026, its #574 holding.
First Heartland Consultants first reported a position in Fidelity MSCI Financials Index ETF in Q4 2025 and has held it in 2 quarters since.
256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.